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7 results found

  1. Practice Manager - Highlight/banner for notes

    153 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kirsten Hammersley commented  · 

    Pop up notes / Reminders for clients when opening their file or tax return

    Kirsten Hammersley supported this idea  · 

  2. XPM - Add multiple email addresses for client

    372 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Kirsten Hammersley supported this idea  · 

  3. Practice Manager | Clients - Date of death field for client details

    250 votes

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    submitted  ·  26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  4. Notification | Xero Tax - Email when a return goes to Error tab

    114 votes

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    15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

  5. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

    80 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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  6. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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  7. Xero Sign - Send copy to self

    70 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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