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  1. Practice manager - XPM to Xero contact fields

    16 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alison Hay commented  · 

    Please fix this to stop having to manually process this.

    Alison Hay supported this idea  · 

  2. XPM: Report on new, archived and terminated clients

    15 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alison Hay commented  · 

    This needs to be made a priority for client data integrity and management reporting to measure client attrition rates.

    Alison Hay supported this idea  ·