Settings and activity
9 results found
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36 votes
Thanks for sharing your idea regarding manual reordering of tasks on a job.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathryn Whiting
supported this idea
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39 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Kathryn Whiting
supported this idea
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27 votes
Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.
If there are any plans made for enabling this we'll be sure to share with you all here.
Kathryn Whiting
supported this idea
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81 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Kathryn Whiting
supported this idea
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571 votesKathryn Whiting
supported this idea
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12 votesKathryn Whiting
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57 votesKathryn Whiting
supported this idea
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2 votesKathryn Whiting
shared this idea
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193 votes
Having an audit trail on XPM for Jobs and clients would be amazing, at the moment if something has changed something or a job is re-opened there is zero visibility of who it was, if we had that information there would be a lot less assumptions and we could fix errors more quickly and confidently.