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5 results found

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

    77 votes

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    18 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.

    Elanor Schroder supported this idea  · 

  2. Clients - Ability to merge contacts

    20 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 - 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  · 

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

    27 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Elanor Schroder supported this idea  ·