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3 results found

  1. Webinar

    Can I have Xero Practice Manager for project?

    1 vote

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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  2. NZ Tax - Audit check to check IRD number

    When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Franjo, currently an IRD Number validity check is done in Xero Practice Manager tax. Being open we don't have any plans of changing the check that is in place, however we do find most issues are caused when a IRD number is copy and pasted in to Xero and includes lead or trailing spaces which can throw an error.

    We'd recommend typing this in to avoid issues.

  3. Enable custom fields in FuseDocs integration

    It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sally, is this something you've approached FuseDocs about? Many of our connected app partners designed and developed their integrations with Xero themselves and they're best placed to help with any questions you have on extending their integrations with Xero. You can reach their support through one of the options listed on their reviews page. 

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