Settings and activity

4 results found

1. Xero Practice Manager - Report on WIP control by manager or partner

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Christine Kearton commented  ·  28 August, 2024  ·  Edit…  ·  delete…

   Agree, a key firm measure report we require also.

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   Christine Kearton supported this idea  ·  28 August, 2024

2. Practice Manager | Report - Client Search

   21 votes

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Christine Kearton commented  ·  26 August, 2024  ·  Edit…  ·  delete…

   We need efficiences.

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   Christine Kearton supported this idea  ·  26 August, 2024

3. XPM - Add multiple email addresses for client

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Christine Kearton supported this idea  ·  26 March, 2024

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

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Christine Kearton supported this idea  ·  26 March, 2024