Enter your idea

The automatic AS download feature in Xero is awesome! However, it's use is severely undermined by the fact that the auto downloaded AS's nearly ALWAYS end up in the wrong job! Unfortunately the Activity Statement is often sent to the client and e-signed before we realise that it is attached to the wrong job. Being able to simply move the AS to another job (like we can with timesheets) will mean that we can keep more accurate track of our jobs and invoice our clients from the correct job.

Xero please consider this sooner rather than later, as its one of the most frustrating things about Xero - that if an accountant has created a return in the wrong job it has to be deleted and re-created again rater than simply moving it.

Yes i also second making it mandatory for returns to be created within a job as we too have the issue of some accountants not following procedures and creating tax returns without a job and then we cant link it with the appropriate job.

Should be an option like you can move time sheet entries to different jobs.

If not in the near term plans, then developers should at least consider having a global setting that makes the job number mandatory (obviously for practices that don't use XPM it can be switched off). We have staff members that continually create a return without attaching it to a job at all, no matter how much we tell them to. The only solution at present is to delete the return and start a new one, which is a huge waste of time and causes us to run out of swear words on a regular basis.

Yes this would be very time consuming! Having multiple jobs under the one client and then having the automatic AS & tax return selected this makes it painful when the automatic AS & tax returns land in the incorrect job. You select automatic as you don't want to forget it needs to be done, but when being put in incorrect job then it is painful to delete the whole thing and re-enter again in new job under the same client.

This would be very good to have and a great time saver

Yes please allow to transfer tax return from one job to another job without having to start from scratch each time someone makes a mistake

We need to be able to add tax return to a job after its created in case someone forgets to do that when they set it up

When automatic activity statements sometime populate in a different job to intended, or a tax return for a client is created under the wrong (client's) job it's tedious to remove and redo the entire thing in the correct job especially when it comes to billing. Please allow the option to move a lodgement that is still in the draft state to another job.