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  1. Payroll | Employees - Upload/attach files in notes section

    823 votes

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    submitted  ·  182 comments  ·  For small businesses » Payroll  ·  Admin →
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    Mikhaila Daniel supported this idea  · 

  2. XPM - Add an Account Manager column to the client list

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mikhaila Daniel supported this idea  · 

  3. Document Packs - Archive once Completed

    13 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Mikhaila Daniel commented  · 

    An additional folder called 'Archived' would make practice administration more streamline, just like within Xero Tax.

    Once client document pack has been dealt with it can than be reallocated to the achieved folder.

    Mikhaila Daniel supported this idea  ·