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4 results found

  1. Repeating Invoices - Generate invoice before invoice date

    248 votes

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    submitted  ·  118 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Madihah Safdar supported this idea  · 

  2. AU Tax - New client's information are automatically filled for tax return

    116 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your thoughts on this idea.

    We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.

    Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.

    Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.

    Madihah Safdar supported this idea  · 

  3. Xero Tax(NZ) - Change Reply to email address

    12 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Madihah Safdar supported this idea  · 

  4. Reporting - Add Client's logo

    152 votes

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    53 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.

    Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.

    We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks

    Madihah Safdar supported this idea  ·