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11 results found

  1. prepayments

    5 votes

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

  2. Xero Tax | Search - By Client ID Code

    30 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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  3. Practice Manager | Search - Client code, email address, TFN and mobile number

    17 votes

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

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Inspire Accounting supported this idea  · 

  4. Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)

    13 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  5. XPM - Search by TFN or ABN

    25 votes

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

  6. 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  · 

  7. 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  · 

  8. XPM - Reassign client in bulk

    78 votes

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

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

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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  10. 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  · 

  11. 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  ·