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6 results found

  1. Practice Manager - Add Relationship type

    75 votes

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    24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

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    Samantha Davenne commented  · 

    I'm disappointed to see this hasn't been implemented yet. This feature is so essential, and I can't imagine it being difficult to add as part of the relationship functionality.

    Samantha Davenne supported this idea  · 

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

    14 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Davenne supported this idea  · 
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    Samantha Davenne commented  · 

    Yes please, this is so important. 😭

  3. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Davenne supported this idea  · 

  4. AU Tax - Ability to print just signing pages in tax returns

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Samantha Davenne shared this idea  · 

  5. XPM - Add a new Client Information link

    3 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Davenne commented  · 

    This is a fantastic idea.

    Samantha Davenne supported this idea  · 

  6. XPM - Apply Access Restrictions to Client tab

    43 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Davenne supported this idea  ·