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Settings and activity

9 results found

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

    25 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

    60 votes

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

  3. Xero Tax(AU) - Edit cover letter

    21 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

    335 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 

  5. XPM - Comment field in Job Manager view

    43 votes

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  · 

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

    26 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

    82 votes

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    submitted  ·  11 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

    89 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

    168 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  ·