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6 results found

  1. Xero Tax | Search - By Client ID Code

    32 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rachel McCoy commented  · 

    YES!! this is the same issue we have RE searching. recently moved to Xero from Handisoft and missing the use of this TFN search feature!! :(

    Rachel McCoy supported this idea  · 

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

    14 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rachel McCoy commented  · 

    YES!! this would be fantastic! recently moved to Xero from Handisoft and missing the use of this COPY feature!! :(

    Rachel McCoy supported this idea  · 

  3. Practice Manager | Search - Client code, email address, TFN and mobile number

    20 votes

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

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

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    Rachel McCoy commented  · 

    YES!! recently moved to Xero from Handisoft and missing the use of this feature to search clients by TFN!! :(

  4. XPM - Search by TFN or ABN

    26 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rachel McCoy commented  · 

    YES!! recently moved to Xero from Handisoft and missing the use of this feature!! :(

    Rachel McCoy supported this idea  · 

  5. Practice Manager - Relationship Type

    179 votes

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    submitted  ·  47 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rachel McCoy commented  · 

    this would be very helpful!!

    Rachel McCoy supported this idea  · 

  6. XPM - Create a registered office field on contact details for companies

    118 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rachel McCoy commented  · 

    yes this would be very helpful!

    Rachel McCoy supported this idea  ·