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  1. Practice manager - XPM to Xero contact fields

    22 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

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    Narelle Smith commented  · 

    I agree. You should also be able to view any custom fields you add to contacts on the first page of the client in xpm

  2. XPM - Link multiple jobs to invoices

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    We truly appreciate you submitting your valuable idea and detailing the changes you'd like to see!

    Great news: We've reviewed your submission, and it's officially been moved to the next stage—community support.

    Now, we need your help to make it happen! Please share your idea with any colleagues who would benefit so they can add their votes. Comments are also welcome, as they help other members share exactly how your idea could enhance their Xero experience.

    Narelle Smith shared this idea  · 

  3. XPM Timesheets - Timesheet templates

    17 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Narelle Smith commented  · 

    A junior staff member should be allowed to enter timesheets in XPM for the Director with getting full access to the financials. You need to change this. Absurd that a junior would have full access to change anything in the data file when you just want them to enter the boss's timesheet!