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454 search results

  1. Bills - Capture energy usage data when inputting utility bills  · 

  2. Multicurrency - Stop showing archived Tracking data in reports  · 

  3. Clients - Keep all data entry on one page  ·  Completed

  4. Practice Manager - Housekeeping (Assisted PII data removal for archived clients)  · 

  5. XPH | Client - 2 way data sync with Xero account  ·  Gaining Support

  6. Jobber integration to sync data from Xero  ·  Not in pipeline

  7. Xero Tax - Export data in CSV format  · 

  8. Cash Coding - Copy and paste data across multiple rows or columns  · 

  9. XPM - Generate new client record via ATO Pre-fill Data  ·  Gaining Support

  10. Online/Offline synching, to enter data when no internet connection.  ·  Gaining Support

  11. Projects - Improved reports & data fields for estimating  · 

  12. Demo Company - Clear ALL, don't reset, optional data reload and cloning  · 

  13. Payments - Use local time zone to calculate the Date from PayPal data feed  · 

  14. AU Tax - Exclude Xero figures from worksheet when importing xero data  · 

  15. XPM Budget Field - Only available if Staff have Access Financial Data permissions  · 

  16. UK Personal Tax | Include top slicing relief on schedules of data  ·  Gaining Support

  17. XPH - Unified client data sync across Jobs, Tax, and Billing modules  ·  Feedback

  18. User roles - Limit user from seeing historic data  · 

  19. Workpapers - Refresh data button from within individual workpapers.  ·  Accepted

  20. Reports - Add non-financial data into Xero for use in calculations  ·