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  1. 108 votes

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    We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.

    It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!

    Bruce Webster supported this idea  · 
  2. 60 votes

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    Bruce Webster supported this idea  · 
  3. 13 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  4. 32 votes

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     ·  9 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  5. 71 votes

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    Bruce Webster supported this idea  · 
  6. 25 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  7. 25 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  8. 40 votes

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     ·  6 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  9. 34 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  10. 47 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  11. 48 votes

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     ·  7 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  12. 44 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  13. 53 votes

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     ·  6 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  14. 56 votes

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    Bruce Webster supported this idea  · 
  15. 7 votes

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  16. 5 votes

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    Thanks for sharing this idea. We understand you'd like the ability to archive unused tasks in Xero Practice Manager so they no longer appear when adding tasks to jobs or job templates, while still preserving historical records.

    We've moved this idea to Gaining Support so we can better understand how many customers would find this helpful. If this would improve your workflow, please add your vote and share more detail in the comments about how you'd use it and the impact it has on your practice.

    We review the ideas with the most support as we plan future improvements, and we’ll keep this idea updated here as it progresses 🙂

    Bruce Webster supported this idea  · 
  17. 61 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster supported this idea  · 
  18. 21 votes

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    Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Bruce Webster supported this idea  · 
  19. 18 votes

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     ·  9 comments  ·  Practice tools  ·  Admin →
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    Bruce Webster commented  · 

    Would save a lot of extra xcel work outside of the return

    Bruce Webster supported this idea  ·