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29 results found

  1. Practice Manager | Client Reporting - 'Date Added' field

    14 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  2. Practice Manager - add Job Manager and Partner fields to the Invoice Report

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  3. Reports - WIP report with one value per group

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  4. Job WIP Balances Report - Criteria Search

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  5. Practice Manager - Customise reports with more fields

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  6. Practice Manager | Client reporting - Field mapping

    13 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  7. Practice Manager | Permissions - Add new staff member to all reports

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  8. XPM - Staff user role templates

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro commented  · 

    XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc

    Daniela Depetro supported this idea  · 

  9. XPM - Comment field in Job Manager view

    41 votes

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 
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