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6 results found

  1. Invoice - Ability to link an email template to an invoice branding theme

    42 votes

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    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
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    Emily Ames commented  · 

    I would really like to see this happen. We have different payment terms depending on clients that pay by DD or not, and to manually change the email template seems unnecessary and can lead to errors.

    Emily Ames supported this idea  · 

  2. Practice Manager | Staff - Report/list of charge out rates

    30 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Emily Ames commented  · 

    I agree with this and all comments. I am surprised this was raised 2 years ago with no movement.
    Is there a way to have settings attach to job roles (i.e. Charge out rate and permissions), then you can assign and move staff members to that role.
    As an accountancy firm this is an annual review for all staff as a minimum.

    Emily Ames supported this idea  · 

  3. XPM: Time cost per entry when reviewing task postings

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Emily Ames shared this idea  · 

  4. XPM: More user friendly client & date selection

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Emily Ames shared this idea  · 

  5. XPM - Reassign client in bulk

    81 votes

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

  6. Practice Manager - Re-ordering of tasks on a job

    12 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Emily Ames commented  · 

    I agree with the above - also, I would like for the reordering of tasks to filter through to existing jobs when using the 'clock' icon for posting timesheets.

    Emily Ames supported this idea  ·