Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    100 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Cathy Bourn commented  · 

    Currently if you restrict staff from being able to edit client records, this will also prevent them from being able to edit relationships for the client which is needed to change percentages to complete tax returns. Accountants do not need to be able to edit client's address, email etc but they still need to be able to edit relationships to be able to complete tax returns. Having another level of permissions would be good to allow them to only be able to change this.

    Cathy Bourn supported this idea  · 

  2. XPM - Bill multiple clients in a group from the client group

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cathy Bourn supported this idea  · 

  3. XPM - Sync contact groups to Xero

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cathy Bourn supported this idea  · 

  4. Contact: Prepayment - Show on statement with negative balance

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  20 comments  ·  Contacts & files » Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cathy Bourn supported this idea  ·