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12 results found

  1. XPM - Timesheets Quick Keyboard shortcuts

    7 votes

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

  2. Practice Manager - Ability to merge contacts (not clients)

    58 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur commented  · 

    This makes total sense and would save so much time!

  3. Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)

    12 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur commented  · 

    Hear here, Rachel! Being able to 'right click' on a client name and be given options of copying ABN, TFN, ACN would be great.

    Janet Sucur supported this idea  · 

  4. Practice Manager | Client - Copy a client (including all contacts)

    53 votes

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

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

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    Janet Sucur commented  · 

    This is essential to not only save time, but to save typographical errors!

    Janet Sucur supported this idea  · 

  5. Practice Manager | Clients - Date of death field for client details

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur supported this idea  · 

  6. XPM - Bulk Import of Recurring Jobs

    53 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur supported this idea  · 

  7. Practice Manager - Update multiple Client Group Details at once

    23 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur supported this idea  · 

  8. XPM - Bulk email update of a client

    16 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Janet Sucur supported this idea  · 

  9. Practice Manager | Clients - Bulk look up and update

    28 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur commented  · 

    Maintenance of information in XPM is currently very time consuming. Any improvement in bulk updating of information would be appreciated. Even to be given the option of 'group' update as is already the case with address changes.

    Janet Sucur supported this idea  · 

  10. Practice Manager - Bulk Data Updates

    43 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur supported this idea  · 

  11. XPM - Reassign client in bulk

    72 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur commented  · 

    This function is essential for data management and time saving. I'm surprised that the process isn't already established.

    Janet Sucur supported this idea  · 

  12. Xero Tax(AU) - Edit cover letter

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Janet Sucur commented  · 

    It is highly unprofessional to have cover letters addressed to "Dear [Trustee Company]" and not "Dear [individual]".

    In this day and age of high security concerns, clients are highly critical of anything that doesn't look legitimate.

    Janet Sucur supported this idea  ·