Settings and activity

94 results found

1. Document Packs - Send me a copy of the email

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Elise McKinnon commented  ·  30 April, 2024  ·  Edit…  ·  delete…

   Please add this, it is essential to our practice

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   Elise McKinnon supported this idea  ·  30 April, 2024

2. XPM - Add column for Email to Client list

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  30 April, 2024

3. Document pack - Select email to receive notification for signed pack

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   4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Elise McKinnon supported this idea  ·  30 April, 2024

4. XPM - Bulk email update of a client

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   submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  30 April, 2024

5. Email Settings - Contact Name Placeholder to include additional person

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  30 April, 2024

6. Post manual journal entries to bank/cash accounts

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   6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Scott, appreciate your feedback of what you find both good and limiting when using Xero. 

   When you mention the need to create manual journals to bank or cash accounts are there some common situations you find yourself needing this? 

   For the payroll transaction I wonder if bank rules could help identify and create the transaction in Xero for you, rather than having to enter this as a bill? 

   Bank rules and the use of spend and receive money through reconciliation may also be able to help for other scenarios too? 

   Elise McKinnon supported this idea  ·  09 April, 2024

7. XPM - Add multiple email addresses for client

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   submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Elise McKinnon commented  ·  09 April, 2024  ·  Edit…  ·  delete…

   We need this feature asap!

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   Elise McKinnon supported this idea  ·  18 October, 2023

8. Xero tax (AU) - Roll forward Tax Returns

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  08 April, 2024

9. Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  08 April, 2024

10. Xero Tax(AU) - Audit Trail for changes to a tax return

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

11. Xero Tax (AU) | Tax return - Allow us to select which schedules get printed

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

12. NZ Tax: Customise style on tax return PDFs

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

13. AU Tax - print return with option to exclude table items from worksheets

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

14. Practice Manager | Xero Tax (AU) - Who approved & signed a return

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

15. AU Tax - Rental Schedule Apportionment

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

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

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

17. Notification | Xero Tax - Email when a return goes to Error tab

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    14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  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. 🙂

    Elise McKinnon supported this idea  ·  12 February, 2024

18. XPM group view - Main email

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

    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

    Elise McKinnon supported this idea  ·  12 February, 2024

19. Xero Tax - Report to show Amended Returns / Activity Statements

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  12 February, 2024

20. Xero Tax (AU) | One click tax estimate

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    Elise McKinnon supported this idea  ·  12 February, 2024