Settings and activity
22 results found
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53 votes
Amanda Jarvis
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61 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Amanda Jarvis
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66 votesAmanda Jarvis
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10 votesAmanda Jarvis
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10 votesAmanda Jarvis
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17 votesAmanda Jarvis
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46 votesAmanda Jarvis
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11 votesAmanda Jarvis
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15 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Amanda Jarvis
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10 votesAmanda Jarvis
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17 votes
An error occurred while saving the comment Amanda Jarvis
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11 votes
Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
Amanda Jarvis
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82 votesAmanda Jarvis
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286 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Amanda Jarvis
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20 votesAmanda Jarvis
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
An error occurred while saving the comment Amanda Jarvis
commented
This came up again today in our office
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6 votesAmanda Jarvis
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4 votesAmanda Jarvis
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13 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Amanda Jarvis
shared this idea
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4 votes
Hi Lauren, this isn't possible at present. Thanks for starting the idea here where we can start to gather interest in others that'd like to see this too 🙂
Amanda Jarvis
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This feature should be reinstated somehow. It was extremely useful to be able to enter time on the go and while out and about - not in front of the pc or laptop.