Settings and activity

3 results found

1. Practice Manager | Client Reporting - 'Date Added' field

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Simone Pavitt commented  ·  03 April, 2024  ·  Edit…  ·  delete…

   any update on this?

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   Simone Pavitt commented  ·  16 August, 2023  ·  Edit…  ·  delete…

   As everyone else has said, its a feature we have had previously and are really missing in our reporting.
   Its a must

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   Simone Pavitt supported this idea  ·  16 August, 2023

2. XPM - Add a new Client Information link

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Simone Pavitt shared this idea  ·  19 October, 2023

3. XPM - Apply Access Restrictions to Client tab

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Simone Pavitt commented  ·  19 October, 2023  ·  Edit…  ·  delete…

   This is so important.

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   Simone Pavitt supported this idea  ·  19 October, 2023