Settings and activity
5 results found
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23 votes
Samantha Madden
supported this idea
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41 votes
Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.
We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.
Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.
Samantha Madden
shared this idea
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16 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Samantha Madden
supported this idea
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78 votesSamantha Madden
supported this idea
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24 votesSamantha Madden
supported this idea
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I had the same experience recently assisting colleagues clear validation errors. It took me 1.5 hours doing the same "mucking around" to figure out the schedule highlighting the errors was the wrong schedule. This is time not billable to the client.
We also had it occur on a return with 48 beneficary schedules and thankfully I had the previous experience above to know it wasn't the schedule highlighted. The issue was an error relating to the beneficiary address showing C/- and no second line so we scrolled through the return to manually find which beneficiary had this address and update their client record. The validation screen should be updated to list the schedule number with the issue for assistance.