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11 results found

  1. Xero HQ - Filters for Client Partner and Client Manager / Xero HQ reporting

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Caryn Rennie supported this idea  · 
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    Caryn Rennie commented  · 

    The ability to see the Partner name on the clients list screen would be very helpful for administration purposes - sorting mail, answering phone calls etc

  2. Document Packs - Ability to mark as complete

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Caryn Rennie supported this idea  · 

  3. Document Packs: Mark as complete when missing signatures

    11 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Caryn Rennie supported this idea  · 

  4. Practice Manager - Relationship Type

    81 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Caryn Rennie commented  · 

    Agree - this is a critical feature to ensure we understand our client structures

    Caryn Rennie supported this idea  · 

  5. 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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    Caryn Rennie shared this idea  · 

  6. XPM - Add multiple email addresses for client

    334 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Caryn Rennie supported this idea  · 

  7. XPM - Add column for Email to Client list

    7 votes

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

  8. Document Packs - Archive once Completed

    13 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Caryn Rennie supported this idea  · 

  9. Xero HQ - Document Packs automated reminders

    26 votes

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

    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    Caryn Rennie supported this idea  · 

  10. Xero HQ | Document packs - Record of messages sent

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Caryn Rennie supported this idea  · 

  11. Document Pack - Ability to cancel without client receiving notification

    24 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Caryn Rennie supported this idea  ·