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  1. Practice Manager - Bulk update jobs via import

    36 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Steph Matich commented  · 

    Bulk update job information such as Manager, Budget, Estimated Time, Start Date and Due Date via CSV import.

    It is very time consuming doing it via the Jobs tab in XPM. Lots of room for error there.

    Steph Matich supported this idea  · 

  2. Practice tools | Clients - Show indicator for number of notes & tax returns

    76 votes

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    12 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Steph Matich supported this idea  ·