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  1. Practice Manager - Relationship Type

    88 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jan Donnelly commented  · 

    We had this feature in our Practice Manager but in the recent update it has disappeared. The clients that have associates already linked are still showing. However, we cannot add any new associates to client which is very frustrating.
    This is an essential feature as we have large groups with many entities and/or family members.

    Jan Donnelly supported this idea  · 

  2. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    84 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jan Donnelly shared this idea  · 

  3. Practice Manager - Managed Fund Distribution Worksheet & Income Averaging

    13 votes

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

  4. AU Tax: CGT - Option to copy and transfer

    263 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

    We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

    Jan Donnelly supported this idea  ·