Settings and activity
10 results found
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294 votes
An error occurred while saving the comment An error occurred while saving the comment 
Alana Macklin
commented
This is a must have, multiple email fields. So many clients have more than one email address for various reasons.
Alana Macklin
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48 votesAlana Macklin
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An error occurred while saving the comment Alana Macklin
commented
Who has a fax these days? Please change this field to be mobile or an additional email field, would be much more useful.
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50 votes
An error occurred while saving the comment Alana Macklin
commented
Would be such a time saver and Handitax did this very well.
Alana Macklin
supported this idea
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23 votes
An error occurred while saving the comment Alana Macklin
commented
Handisoft has a F4 function that I used daily that provides the estimated tax for the current and next tax year, such a helpful tool to implement
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87 votes
An error occurred while saving the comment Alana Macklin
commented
Please show the balance/change due to amendment and the results of payable/refundable amount to be clearer for the client
Alana Macklin
supported this idea
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79 votes
An error occurred while saving the comment Alana Macklin
commented
I agree, this is quite a jumble of return status, would be very helpful to separate by tax agent and client to sign tabs
Alana Macklin
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12 votesAlana Macklin
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137 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
An error occurred while saving the comment Alana Macklin
commented
Converting from Software that already has this, feel like a backward step. In an ideal world we would ONLY work on one client at a time, however with daily multiple business distractions, this is not the case.
Alana Macklin
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26 votes
An error occurred while saving the comment Alana Macklin
commented
This feature is important to provide professional accounts rather than the messy list often created by the client for internal use.
Alana Macklin
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27 votesAlana Macklin
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An error occurred while saving the comment Alana Macklin
commented
Having our practice logo on each business pages, incorrectly holds out the business figures and business name to be part of our Practice as is all displayed under our logo.
I totally agree and can't understand why this would not already be an option?! The work around to include a custom field is certainly not ideal.
Having recently converted from Handisoft to Xero XPM, it was a much more flexible system as there were any number of emails and/or phone numbers available to be included in the database.
There was also the option to select the preferred email and nominate it as the default which was very helpful too.
This needs to be a high priority for Xero!