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6 results found

  1. XPM - Add an Account Manager column to the client list

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Inspire Accounting commented  · 

    this is so critical. When a client calls we have to go all the way into a client to see who the manager is

    Inspire Accounting supported this idea  · 

  2. Practice Manager | Entities with the same name - Trusts & Superfunds

    15 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Inspire Accounting supported this idea  · 

  3. XPM - Reassign client in bulk

    77 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Inspire Accounting supported this idea  · 

  4. AU Tax - Update Contact default to Tax agent/Practice name

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Inspire Accounting supported this idea  · 

  5. Xero Tax (AU) | One click tax estimate

    16 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Inspire Accounting supported this idea  · 

  6. Tax returns - Default print order layout for all return forms

    8 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Inspire Accounting supported this idea  ·