Settings and activity

14 results found

1. Contacts: Statements - Allow to be sent to Contact Groups

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   submitted  ·  136 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Hester Mitchell commented  ·  21 January, 2025  ·  Edit…  ·  delete…

   Xero: Sending Client statements to specific groups in bulk - to be able to change the filters when trying to email the statements in bulk.

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2. XPM - Create recurring costs / disbursements in a job

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell commented  ·  08 January, 2025  ·  Edit…  ·  delete…

   Recurring jobs - add or change tasks & costs for each recurring job

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   Hester Mitchell supported this idea  ·  08 January, 2025

3. 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

4. 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

5. 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

6. 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

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

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   44 votes

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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

8. 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

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

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hester Mitchell supported this idea  ·  22 November, 2024

10. 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

11. Practice Manager - Relationship Type

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    submitted  ·  44 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Hester Mitchell supported this idea  ·  22 November, 2024

12. Practice Manager - Audit trail for client history

    296 votes

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    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Hester Mitchell supported this idea  ·  22 November, 2024

13. XPM - Bulk Import of Recurring Jobs

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Hester Mitchell supported this idea  ·  22 November, 2024

14. XPM - Reassign client in bulk

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    11 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