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6 results found

  1. XPM - Bulk Import of Recurring Jobs

    68 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jordan Kolmus supported this idea  · 

  2. XPM - Client WIP view

    17 votes

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

    Thanks for sharing with us here in Product Ideas, everyone.

    We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.

    We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.

    Jordan Kolmus supported this idea  · 

  3. XPM - Lock timesheets when a draft final invoice has been prepared.

    46 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jordan Kolmus supported this idea  · 

  4. XPM - Create a registered office field on contact details for companies

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jordan Kolmus supported this idea  · 

  5. Practice Manager - Audit trail for client history

    296 votes

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    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

    Jordan Kolmus supported this idea  · 

  6. Practice Manager | Client reporting - Field mapping

    15 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jordan Kolmus commented  · 

    This should have already been a feature and I can't believe it's been over 2 years and nothing has been done about it. Can't be that hard to allow us to change it. It's causes chaos when both the Client Manager and Job manager are called the same in a report!

    Jordan Kolmus supported this idea  ·