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← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Practice Manager - Ability to merge contacts (not clients)

    73 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Elanor Schroder supported this idea  · 

  2. Clients - Ability to merge contacts

    16 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.

    We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.

    Elanor Schroder supported this idea  · 

  3. Practice tools - Notification when Job/Client WIP Budget is exceeded

    1 vote

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    0 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising your idea with us here, Elanor. We understand how notifications to draw attention when a budgeted figure is exceeded would be useful. For the time being we're watching the interest on this idea, but will share if there are any plans made around this.

    Elanor Schroder shared this idea  · 

  4. XPM - Create a Quote for a group of clients

    2 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Elanor Schroder supported this idea  · 

  5. XPM - Add a Budget column under Group

    3 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Elanor Schroder supported this idea  · 

  6. XPM | Job Manager - Budget % based on Dollars $ not time

    24 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Elanor Schroder supported this idea  ·