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7 results found

  1. AU Tax - Exclude Client's Bank details and DOB when sending lodged return

    21 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Justin Fletcher supported this idea  · 

  2. Xero tax(AU) - Hide sensitive information when printing returns

    57 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Justin Fletcher commented  · 

    Agree, removing other sensitive information throughout the return and schedules should be added as an option when you download or print a return

    Justin Fletcher supported this idea  · 

  3. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    75 votes

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    18 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.

    More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.

    Justin Fletcher supported this idea  · 

  4. XPM - Ability to view Job's state history

    57 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Justin Fletcher supported this idea  · 

  5. Practice Manager - Bulk Job Name Update

    13 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.

    You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.

    We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks

    Justin Fletcher supported this idea  · 

  6. Practice Manager - Add Relationship type

    82 votes

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

    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.

    Justin Fletcher supported this idea  · 

  7. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    95 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Justin Fletcher supported this idea  ·