Settings and activity
14 results found
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43 votes
An error occurred while saving the comment 
John Lewis
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13 votesJohn Lewis
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151 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
An error occurred while saving the comment John Lewis
commented
The "it's too much work, we don't have the resources" response is a little concerning
John Lewis
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31 votesJohn Lewis
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740 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
John Lewis
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47 votes
An error occurred while saving the comment John Lewis
commented
Would also be great to be able to sit a return Amendment under the contemporaneous Amendment job.
John Lewis
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113 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’
John Lewis
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2 votes
An error occurred while saving the comment John Lewis
commented
Would a deduction fill the same function?
John Lewis
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97 votes
An error occurred while saving the comment John Lewis
commented
Coming up on the 10 year anniversary of this request. Tipping it's not likely to happen any time soon
John Lewis
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193 votesJohn Lewis
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270 votes
Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.
We'll keep you updated on any progress of this in the idea here. Thanks
An error occurred while saving the comment John Lewis
commented
This is an important aspect of finalising the tax affairs for a deceased estate. The unnecessary delays caused by paper lodgement make a difficult situation worse. Hopefully this is on Xero's radar
John Lewis
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67 votesJohn Lewis
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15 votesJohn Lewis
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13 votes
Hi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.
To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.
John Lewis
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With an import function please, so we can lodge TPARs in XPM regardless of the data source