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4 results found

  1. Practice Manager - Search custom fields

    14 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samara Hughes commented  · 

    It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.

    For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.

    Samara Hughes supported this idea  · 

  2. Practice Manager - Relationship Type

    88 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samara Hughes supported this idea  · 

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

    98 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samara Hughes supported this idea  · 

  4. Practice Manager - Audit trail for client history

    196 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samara Hughes supported this idea  ·