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  1. Practice Manager - Bulk Data Updates

    27 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Yi commented  · 

    It would be great if we could, for a client with relationship linked in Xero, if we update the manager in one client's details page, the system give us a prompt where we can tick whether we want the manager changed for the others. Just like the function XPM currently have with client's address updates. Thank you

    Laura Yi supported this idea  · 

  2. pre-lodge button for pre-2018 AU tax returns

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Laura Yi shared this idea  ·