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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

    74 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

    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

    353 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

    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

    106 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

    238 votes

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    submitted  ·  26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Molly Mason supported this idea  ·