443 search results
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Claude Connector improvements - Multi Entity & Transaction level data · Idea review
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Multicurrency - Stop showing archived Tracking data in reports · submitted
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Smart document data capture - multiple pages · In development
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Practice Manager - Housekeeping (Assisted PII data removal for archived clients) · submitted
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Clients - Keep all data entry on one page · Completed
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XPH | Client - 2 way data sync with Xero account · Gaining Support
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Xero Tax - Export data in CSV format · submitted
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XPM - Generate new client record via ATO Pre-fill Data · Gaining Support
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Cash Coding - Copy and paste data across multiple rows or columns · submitted
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Demo Company - Clear ALL, don't reset, optional data reload and cloning · submitted
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Jobber integration to sync data from Xero · Not in pipeline
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Projects - Improved reports & data fields for estimating · submitted
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Payments - Use local time zone to calculate the Date from PayPal data feed · submitted
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Online/Offline synching, to enter data when no internet connection. · Gaining Support
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AU Tax - Exclude Xero figures from worksheet when importing xero data · submitted
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XPM Budget Field - Only available if Staff have Access Financial Data permissions · submitted
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UK Personal Tax | Include top slicing relief on schedules of data · Gaining Support
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User roles - Limit user from seeing historic data · submitted
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Workpapers - Refresh data button from within individual workpapers. · Completed
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NZ Payroll - Efficient timesheets data entry and display · Gaining Support