Settings and activity
38 results found
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18 votes
Jean Sutherland
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38 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Jean Sutherland
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30 votes
An error occurred while saving the comment Jean Sutherland
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58 votes
An error occurred while saving the comment Jean Sutherland
commented
If the losses are entered into XPM into the Losses tab under Tax Statements Summary then they do carry forward into the following year's tax return. However it seems ridiculous that these have to be manually entered to a separate table - every other software I have used has picked these up automatically from the prior year tax return keypoints.
Then, to make matters worse, the losses tab also has a section for excess residential rental losses and excess imputation credits but these do not carry forward into the following year's tax return.
This manual process risks these losses being overlooked.
Jean Sutherland
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6 votesJean Sutherland
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22 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Jean Sutherland
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20 votes
An error occurred while saving the comment Jean Sutherland
commented
This would be very helpful within XPM. Also we have switched our document management software and because we have been deleting groups for archived clients we cannot search for archived documents at a group level.
Jean Sutherland
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16 votesJean Sutherland
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26 votesJean Sutherland
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3 votesJean Sutherland
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8 votesJean Sutherland
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5 votesJean Sutherland
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2 votesJean Sutherland
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7 votesJean Sutherland
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48 votesJean Sutherland
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10 votes
An error occurred while saving the comment Jean Sutherland
commented
I recently spoke to a client who was scammed when an invoice emailed from a new supplier was intercepted and the bank account details changed on the pdf.
I tested a pdf Xero invoice and it is possible to do this.
Has any consideration been given to pdfs being able to be secured before sending? Or (and I don't know if this is possible) being able to secure certain fields e.g. the bank account appears in our template footer so can that area be secured?
Jean Sutherland
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1 voteJean Sutherland
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27 votesJean Sutherland
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50 votes
An error occurred while saving the comment Jean Sutherland
commented
When the reusable contacts was implemented Xero advised there would be a tool released to merge the existing duplicates. When is this likely to be released?
Jean Sutherland
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81 votesJean Sutherland
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Have just found that this has gone. It was so useful to see what apps our clients are using. Please reinstate.