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3 results found

  1. Column Sorting

    It would be helpful to be able to sort by all the Columns under Clients. This way the information in the columns could be more useful. Its great being able to see the connected banks but currently we cant group by this.

    Also with the email addresses, this should be interactive. I should be able to click on the email address and be able to send an email to the client, instead of clicking on the email address to just be able to see the email address again.

    2 votes

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    0 comments  ·  Clients  ·  Admin →
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    Idea review  ·  AdminKelly M (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Search by phone number

    Search by Phone Number for Client/Supplier. It is noted that this feature ihas been made available, but it isnt working. I entered the number in the same format but no matching. This is helpful when I'm making Debt collection calls and they call back.

    Search also by ABN to help identify same owners.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Idea review  ·  AdminKelly M (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. Xero Tax NZ - Company Annual Returns Date

    The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.

    3 votes

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    0 comments  ·  Clients  ·  Admin →
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    Idea review  ·  AdminKelly M (Community Manager, Xero) responded

    Hi Sue, just wanted to follow up with you on this idea again to see if we can get further insight and ensure we're on the same page.

    Can you please explain where you're selecting Dec/Jan for filing an annual return?

    In XPM/XPH in Clients > Business section, there's a month picker labelled as Balance Date - this is what Tax uses.

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