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  1. XPM - Replace the fax number field with mobile phone number

    64 votes

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

  2. 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.

    Jacinta Kilmartin supported this idea  · 

  3. Practice Manager | Client - Copy a client (including all contacts)

    53 votes

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

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

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    Jacinta Kilmartin commented  · 

    Duplicating an entire client would be such a time saver, it's extremely annoying to create a new client group in XPM and have to enter information over and over again when its all the same. APS has a function where you could create a card with the address, phone numbers, basic information and ten copy the card as many times as needed to save time on preparing the group which I used religiously. Not we manually have to slog through six clients.

    Jacinta Kilmartin supported this idea  ·