Settings and activity
15 results found
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2 votes
An error occurred while saving the comment 
Kerrie Flood
supported this idea
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157 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.
An error occurred while saving the comment Kerrie Flood
commented
I would find it useful for incidental chats with clients - example - "you are almost 30, time to think about whether you commit to private hospital cover", "you are approaching age pension age, let's start planning for that" etc etc
Kerrie Flood
supported this idea
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7 votes
Thanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
An error occurred while saving the comment Kerrie Flood
commented
Can we pretty please have a new drop down box in the general client information area where we can enter a client's preferred pronouns?
Kerrie Flood
supported this idea
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70 votesKerrie Flood
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46 votesKerrie Flood
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30 votesKerrie Flood
supported this idea
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81 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.
Kerrie Flood
supported this idea
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48 votesKerrie Flood
supported this idea
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371 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Kerrie Flood
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250 votesKerrie Flood
supported this idea
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114 votes
An error occurred while saving the comment Kerrie Flood
commented
This would be amazeballs pretty please!
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291 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
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29 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Kerrie Flood
shared this idea
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53 votesKerrie Flood
shared this idea
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64 votes
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xero sign..... on resetting your password, the page redirects to the xero portal rather than attempting to add a business subscription. It reduces our clients trust in the product.