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7 results found
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3 votes
An error occurred while saving the comment Nancy Remkes supported this idea ·
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1 vote
Nancy Remkes shared this idea ·
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20 votes
Nancy Remkes supported this idea ·
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212 votes
Nancy Remkes supported this idea ·
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10 votes
An error occurred while saving the comment Nancy Remkes commented
If we can prefill the Doc ID, due dates and PAYG I, we definitely need to be able to have STP data prefilled.
Nancy Remkes supported this idea ·
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250 votes
Nancy Remkes supported this idea ·
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372 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.
Nancy Remkes supported this idea ·
Rather than needing to have an individual in XPM as a client for tax purposes and a contact for contact purposes, we would like to be able to have the client as a contact for the entity - so they are only in XPM once. That way, if their email address or phone number were to change, you only need to update it in one spot, rather than heaps.