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3 results found

  1. Practice Manager - Reassign invoice to a different client or job

    5 votes

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

  2. Practice Manager - click phone number to trigger an application to make phone call

    19 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Horace Hung supported this idea  · 
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    Horace Hung commented  · 

    Definitely a critical feature which saves so much time.

  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 

    Horace Hung supported this idea  ·