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9 results found

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

    34 votes

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

  2. XPM - Reassign client in bulk

    81 votes

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

  3. Xero Tax(AU) - Edit cover letter

    24 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

    367 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 | Job Manager - Add notes column with option to add note

    83 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Molly Mason supported this idea  · 

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

    31 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

    92 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

    112 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

    271 votes

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    31 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  ·