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5 results found

  1. AU Tax - Warning when creating client record with same TFN as archived client

    51 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    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.

    Hannah Elford supported this idea  · 

  2. AU Tax | Company Return - Pull Client ABN, ARBN Field

    20 votes

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

  3. Xero Practice Manager - Create recurring job from existing task

    43 votes

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

  4. Practice Manager | Jobs - Open recurring job on completion of previous job

    8 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Elford commented  · 

    @xero, any update on this one? This would assist in streamlining workflow.
    At the moment we have multiple jobs set up automatically but are unable to start jobs until a previous job for the same client has been completed.

    Would also need this functionality between clients such as a business group

    Hannah Elford supported this idea  · 

  5. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    40 votes

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