Settings and activity
7 results found
-
3 votes
An error occurred while saving the comment 
Nancy Remkes
supported this idea
·
-
2 votesNancy Remkes
shared this idea
·
-
24 votesNancy Remkes
supported this idea
·
-
224 votesNancy Remkes
supported this idea
·
-
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
·
-
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.
Nancy Remkes
supported this idea
·
-
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.
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.