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  1. XPM - Reassign client in bulk

    86 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.

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    Carlotta DYEVRE commented  · 

    This would be highly needed and could be a major improvement along with the ability to select multiple jobs to bulk change the status !

    Carlotta DYEVRE supported this idea  · 

  2. Practice Manager - Bulk update jobs via import

    40 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Carlotta DYEVRE commented  · 

    This would be a huge upgrade, especially to bulk change job states when they pass to complete at the end of each month/year!

    Carlotta DYEVRE supported this idea  ·