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33 results found

  1. XPM - Job import preview

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le shared this idea  · 

  2. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    10 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 

  3. Practice Manager - Bulk Job Name Update

    12 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 

  4. Practice Manager - Bulk update jobs via import

    18 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 

  5. Practice Manager | Job Manager - Bulk assign staff via import

    17 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 

  6. XPM - Bulk Import of Recurring Jobs

    42 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 

  7. Xero HQ - Report template - option to include a custom column similar to custom row

    18 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Christopher Le commented  · 

    to add a column to your reports with blank fields to enter figures of my choosing

    Christopher Le supported this idea  · 

  8. AU Tax - Rental Schedule Apportionment

    66 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 

  9. spouse link - partnership tax return CX0015092095

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Christopher Le shared this idea  · 

  10. Practice Manager | Custom report - Open client tax return

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site. 

    Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community. 

    For your idea on adding more fields to the report - we have another here that you may like to also join and vote on. 

    I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager. 

    I welcome you to create individual posts for your other 2 ideas here also. 

    Christopher Le shared this idea  · 

  11. Xero Tax (AU) | Ability to Sort the NOA column

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 
    Christopher Le shared this idea  · 

  12. AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 
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    Christopher Le commented  · 

    and to add a filter setting so we can filter out the payables vs the refundables

    Also the same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/47507228-xpm-xero-tax-show-refund-payable-amount-in-clien

  13. AU Tax - Loan accounts to appear in Liabilities when imported

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le shared this idea  · 

  14. AU Tax - Retrieve Post Billpay & PRN from ATO

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le shared this idea  · 

  15. XPM/Xero Tax - Show Refund/Payable amount in client view/tax return

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le commented  · 

    Same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/46882480-au-tax-add-amount-of-tax-payable-refundable-co

    Christopher Le supported this idea  · 

  16. AU Tax - Tax Return details shown at summary level

    22 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 

  17. Report Templates | Copy - Client to practice, or client to client

    33 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christopher Le supported this idea  · 

  18. Xero sign - Ability to manually send sign reminders post lodgment

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Christopher Le shared this idea  · 

  19. AU Tax - Include '[Tax Return AU] Not Started Returns' field in Tax Return report

    6 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 

  20. Practice Manager | Report on Final Returns lodged

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 
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