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  1. Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs

    20 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi Levitt commented  · 

    Please fix this issue

    Jodi Levitt supported this idea  · 

  2. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    117 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Jodi Levitt supported this idea  · 

  3. Fixed Assets - Bulk edit

    93 votes

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    submitted  ·  40 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jodi Levitt commented  · 

    This would save time & create efficiencies

    Jodi Levitt supported this idea  · 

  4. Invoices: Manually export invoice to Xero after an export fail

    23 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi Levitt commented  · 

    Critical to our cost clerks

    Jodi Levitt supported this idea  · 

  5. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    96 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jodi Levitt commented  · 

    Critical to our firms organisation

    Jodi Levitt supported this idea  ·