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  1. Practice Manager - click phone number to trigger an application to make phone call

    19 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trish Mathisen commented  · 

    Agree with this request. Why do email addresses show as click to open in your default email application, and addresses show as click to show in Google maps, but phone numbers in the phone number fields not show as click to call in your default phone application?
    It would seem an obvious inclusion.
    Thanks for considering!

  2. Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

    12 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trish Mathisen commented  · 

    As an XPM user, it is imperative to be able to export all the fields in the database, including bank account details.
    Thanks for considering this important request!

    Trish Mathisen supported this idea  · 

  3. XPM - Create a registered office field on contact details for companies

    116 votes

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

  4. Practice Manager | Client Report - Include primary contact

    76 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trish Mathisen commented  · 

    We are long time users of XPM and have always struggled to identify the primary contact within XPM (without manually checking records). Integrations with third party apps will bring in the primary contact, yet we can't see this easily from the XPM platform or produce from XPM reports. We've used third party apps to find this information at times which is ludicrous that XPM can't provide from their platform. XPM is not a new platform and so it's embarrassing that they've not developed their product to incorporate this for their users.
    Please please bring this functionality in.

    Trish Mathisen supported this idea  ·