Settings and activity
15 results found
-
13 votes
Sandra Andrews
supported this idea
·
An error occurred while saving the comment -
255 votes
Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.
If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.
You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.
Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.
An error occurred while saving the comment Sandra Andrews
commented
Very surprising Xero do not have this functionality, given MYOB do and they are usually behind Xero!
Xero had electronic lodgement of TFN forms very early.
Xero has missed the boat on this featureSandra Andrews
supported this idea
·
-
2 votesSandra Andrews
shared this idea
·
-
158 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 Sandra Andrews
commented
I agree with Kerrie's comment. Sometimes you need to know how old a client is for various reasons as advised by Kerrie - private health, super, retirement.
It would be great to be able to see it without having to calculate it from their date of birth. It is time saver but can also increase the fee base of a client and allow us to provide more personalised service for the client based on their needs. -
10 votes
Hi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.
Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.
Sandra Andrews
shared this idea
·
-
65 votes
-
17 votes
-
45 votes
-
33 votes
-
376 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.
-
31 votes
-
27 votes
-
84 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.
-
55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂 -
254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
.png){kind=link}
Agreed we should be able to customise the client page in XPM. We would love to see client codes on the page.