Settings and activity
7 results found
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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.
Louise Harris
supported this idea
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An error occurred while saving the comment -
298 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Louise Harris
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49 votesLouise Harris
supported this idea
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19 votes
An error occurred while saving the comment Louise Harris
commented
there should be a way to use the Import tool in General settings to be able to add xero subsription cost to clients jobs
Louise Harris
supported this idea
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402 votes
Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
Louise Harris
supported this idea
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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.
An error occurred while saving the comment Louise Harris
commented
Agreed with email address but we also have the same senario with contact numbers we need an arear for
Business number
Private number
Mobile numberLouise Harris
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64 votesLouise Harris
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This is a must field and should be included under date of Birth in contacts. We should not have to create a custome field for this requirement.
Currently i am using the custome field approach but this isnt as easily visable when you first look at client information.