- Bulk Update for tasks. You can select multiple tasks and use Bulk Update to update the Due Date and/or the Status for more than one selected task at a time. Refer to Bulk Updating of Filing Details and Displaying Task Details and Actioning Tasks.
- Category column and filter has been included in the Jobs list. Refer to Jobs Workspace and Using the Jobs Workspace.
- Administer Knowledge option in User Groups.
If users have access to any Cabinets that have Enable Knowledge set as "On," they will see additional tabs for these Cabinets in the Knowledge workspace. Refer to Knowledge Workspace and Managing Cabinets.
To set a User Group so that users in that group also have access to add, make changes and delete the documents that display in these additional tabs in the Knowledge workspace, in the Administer section for Knowledge click the switch to "On". Refer to Creating User Groups.
- Assign a Job to a Task.
If a Client is selected for a Task, you can also optionally select a Xero Practice Manager Job for the client. Refer to Creating a Task.
- Added the Clear Search button at the right-hand side of a list to clear.
- Added the Read button to open one or more documents as Read Only. This can be used for Emails and documents. It allows you to open the documents for read only without locking the document from other users for edit access. The documents open in separate tabs in your browser. This allows you to tab through the open documents. Refer to Viewing Documents as Read Only.
- Added the Group Members section in the Client Summary which displays a list of all the clients that are members of the same Client Group as the displayed client. You can click on a client in the Group Members for quick access to display that client.Refer to Displaying Documents and Information for a Client.
Added Custom Fields to the merge fields selection in templates.
If you are using Custom Fields in Xero Practice Manager, Merge Fields for these can also be included in Stationery and Templates and these need to be added to a Template in a specific format. Refer to Creating Stationery and Templates with Merge Fields and Creating Email Templates and including Merge Fields.
- Stapled Documents. You can use the Staple function to staple a set of associated emails and/or documents together. This can be used to represent the documents being sent together. It is also useful to collate documents to send for internal review. Refer to Stapled Documents.
- Added the Read button to the Preview toolbar. Refer to Previewing a Document.
- Added the ability to create Word, Excel and PowerPoint documents as part of a process. Refer to Automation Process Steps.
- Added Unstaple to the Staple function. Refer to Stapled Documents.
- Additional colours, such as "Blue", "Grey", "Silver", "Teal", "Black", have been added to the Job States. Refer to Job States.