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← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. XPM - Bulk Import of Recurring Jobs

    60 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

    11 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  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.

    43 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

    109 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

    259 votes

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    29 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    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  ·