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  1. Notes to reports - align text and allow column header to be removed

    14 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Michael Milton supported this idea  · 

  2. Practice Manager - Update multiple Client Group Details at once

    54 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Michael Milton supported this idea  · 

  3. Practice Manager | Select multiple relationships at once

    49 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Michael Milton commented  · 

    When adding relationships between clients you currently have to select the client and add one relationship at a time.

    Rather than this, is it possible to have this system use a checkbox option instead?

    that way I can link all the relationships between clients at once to save time.

    For example: I want John to be a Shareholder, Director and Secretary of his company.
    It would be great if I could give these to john all at once when I am setting up clients in our system.

    You could have it so that further options like "shares held" are added to list of things to fill out if that checkbox is ticked.

    Michael Milton supported this idea  ·