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← Share and support customer ideas for Xero

Settings and activity

9 results found

  1. Practice Manager - 'Sticky Note' on client home page

    31 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 

  2. XPM - Reassign client in bulk

    77 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 

  3. Xero Tax(AU) - Edit cover letter

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 

  4. XPM - Add multiple email addresses for client

    358 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Molly Mason supported this idea  · 

  5. XPM - Comment field in Job Manager view

    46 votes

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

    Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.

    For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.

    Molly Mason supported this idea  · 

  6. XPM - Job Budgets easily seen under the Jobs tab

    28 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 

  7. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 
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    Molly Mason commented  · 

    Add a relationship to be 'partner' rather than just spouse as clients are not always married. No way to reflect this accurately

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

    109 votes

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

  9. Practice Manager - Audit trail for client history

    250 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Molly Mason supported this idea  ·