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

    4 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Christine Kearton commented  · 

    Agree, a key firm measure report we require also.

    Christine Kearton supported this idea  · 

  2. Practice Manager | Report - Client Search

    21 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Christine Kearton commented  · 

    We need efficiences.

    Christine Kearton supported this idea  · 

  3. Practice tools | Clients - Create a registered office field on client details for companies

    120 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the interest and feedback you have shared on this idea, everyone.

    We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.

    Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.

    At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.

    Christine Kearton supported this idea  ·