Settings and activity

9 results found

1. XPM Timesheets - Timesheet templates

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Angela Smart supported this idea  ·  03 October, 2023

2. XPM | AU Tax - Automatically email lodgment confirmation to clients

   44 votes

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Angela Smart supported this idea  ·  01 June, 2023

3. Practice manager | Clients - History (new clients and amendments)

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

   
   

   Angela Smart supported this idea  ·  01 June, 2023

4. Xero Tax(AU) - Tab for Returned

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Angela Smart supported this idea  ·  01 June, 2023

5. XPM - Add multiple email addresses for client

   350 votes

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Angela Smart supported this idea  ·  01 June, 2023

6. Xero Sign - Send copy to self

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Angela Smart supported this idea  ·  19 October, 2022

7. Document Packs - Edit sent pack

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

   Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. the ability to edit metadata of a sent pack

   For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

   Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

   Lastly, it'd be good to get more substance of how the ability to rename a pack would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. the ability to edit metadata of a sent pack

   For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

   Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

   Lastly, it'd be good to get more substance of how the ability to rename a pack… more

   Angela Smart supported this idea  ·  19 October, 2022

8. Report Templates - Ability to add any report

   275 votes

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   submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Angela Smart commented  ·  19 October, 2022  ·  Edit…  ·  delete…

   Agreed!

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   Angela Smart supported this idea  ·  19 October, 2022
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   Angela Smart commented  ·  19 October, 2022  ·  Edit…  ·  delete…

   This came up in our bookkeeping meeting yesterday. Second this motion!

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9. XPM - Add Pause button

   152 votes

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

   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.

   Angela Smart supported this idea  ·  19 October, 2022