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5 results found

  1. A way to write off WIP without it affecting the staff that have put time to the job

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Caitlin Heckler shared this idea  · 

  2. AU Tax - Restrict staff access to specific returns

    11 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Caitlin Heckler supported this idea  · 

  3. XPM - Ability to view Job's state history

    61 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Caitlin Heckler supported this idea  · 

  4. Practice Manager | Add Non-Clients for use in a Relationship

    44 votes

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

  5. XPM - Merge clients

    25 votes

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

    With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

    Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

    Caitlin Heckler supported this idea  ·