Settings and activity
12 results found
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10 votes
Maneesha Marzol
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9 votesManeesha Marzol
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42 votes
An error occurred while saving the comment Maneesha Marzol
commented
Hi Melanie, have you tried the export/import function in XPM? We have used this to update our client list in bulk incl. updating the Partner, Manager and custom fields. I found it is good to export the report, delete all but 3 or so clients from the excel file, make the changes and import the file first just to make sure it is working okay and then I repeat the process with the full list. https://central.xero.com/s/article/Import-your-client-file
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25 votes
An error occurred while saving the comment Maneesha Marzol
commented
@Janelle Sawtell, yes absolutely :) Ideally I'd like all lines for all items in the Tax Return to be moveable
Maneesha Marzol
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Maneesha Marzol
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400 votes
An error occurred while saving the comment Maneesha Marzol
commented
Would be helpful! This was posted as a product idea in 2015 but still not actioned :( https://productideas.xero.com/forums/939198/suggestions/44961106
I read another post and someone suggested using: https://www.statey.app/
I am starting a free trial as we'd like to be sending monthly statements automatically too :)
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101 votes
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67 votes
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30 votes
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73 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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96 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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214 votes
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We wanted a report showing final returns as well and have created a temporary workaround. We have a custom field in the job called final return and tick the checkbox if applicable. We then run a saved report with the criteria 'final return = yes' and we also filter by 'date filed (on or after)'. Not perfect and is dependent on making sure the checkbox is ticked but for us, it is better than nothing :)