Settings and activity

13 results found

1. XPM- Recurring jobs

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   0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell shared this idea  ·  08 January, 2025

2. XPM | Jobs - Ability to specify due date for recurring jobs

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

3. XPM | Job Manager - Attach Documents and Notes to Recurring Jobs

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

4. XPM - Prior period placeholder for recurring job templates

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

5. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

6. Xero Practice Manager - Create recurring job from existing task

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

7. Practice Manager - RECURRING invoices in XPM

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

8. XPM Job filters - Add custom fields to Job Manager

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

9. Practice Manager - Dashboard for client bank feed status

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

10. Practice Manager - Relationship Type

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Hester Mitchell supported this idea  ·  22 November, 2024

11. Practice Manager - Audit trail for client history

    238 votes

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    submitted  ·  26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Hester Mitchell supported this idea  ·  22 November, 2024

12. XPM - Bulk Import of Recurring Jobs

    53 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Hester Mitchell supported this idea  ·  22 November, 2024

13. XPM - Reassign client in bulk

    74 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Hester Mitchell supported this idea  ·  22 November, 2024