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2 results found

  1. XPM - Filter reports by tax returns lodged as Final.

    The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
    We could then cross check and archive clients as necessary.
    There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
    It would save us from having to keep a manual list as some can get missed this way.

    3 votes

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    1 comment  ·  Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Alison,

    We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.

    We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.

    Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂

  2. XPM - Client list rental property report

    Generate XPM report to list clients with Rental Properties.

    2 votes

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Thanks for sharing your idea to generate a report in XPM that lists clients with rental properties. We can definitely see how that would make managing this group of clients much more efficient.

    We're grateful for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how a dedicated rental property report could improve their experience with Xero.🙂

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