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7 results found

  1. XPM notes numbering

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Kerry Morgan shared this idea  · 

  2. XPM: Dedicated client notes section

    7 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kerry Morgan commented  · 

    There's a notes section now, but from the initial client view, there's no indication whether there are notes there or not! It needs a number next to it, so we know there's something to look at

    Kerry Morgan supported this idea  · 

  3. Personal Tax (UK) | Spouse link to automatically update joint income

    29 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the continued engagement and support in this idea.

    While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.

    If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.

    Kerry Morgan supported this idea  · 

  4. Practice Manager - Searchable drop down menus

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kerry Morgan shared this idea  · 

  5. Xero HQ | Client list - Option to view client codes

    18 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kerry Morgan supported this idea  · 

  6. 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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    Kerry Morgan supported this idea  · 

  7. XPM - Timesheet Credit Option for Team Members

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kerry Morgan commented  · 

    We operate flexi time, where staff that work outside of normal hours earn time credits that can be used in future. XPM has a function to record credits, but only under the access we've granted to our admin - i.e. access to adjust everyone's timesheets. We'd rather not give that permission to everyone. It would be preferable if all staff could amend their own timesheets.

    Kerry Morgan supported this idea  ·