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13 results found

  1. Archiving clients in XPM and Blue Xero

    10 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  2. AU Tax - Field to view Tax return status and whether started in tax report

    12 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Kristan Wright commented  · 

    Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.

    Kristan Wright supported this idea  · 

  3. XPM - Relationships - Add Share Class Type

    49 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  4. Practice Manager | Clients - Date of death field for client details

    254 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Kristan Wright supported this idea  · 

  5. XPM - Add multiple email addresses for client

    378 votes

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

    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.

    Kristan Wright supported this idea  · 

  6. Practice Manager | Entities with the same name - Trusts & Superfunds

    18 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright commented  · 

    Yes. This needs to happen. Causes so many issues.
    I can't believe it doesn't consider them unique based on ABN or client code.

    Kristan Wright supported this idea  · 

  7. XPM - Reassign client in bulk

    82 votes

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    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright commented  · 

    This can be done though FYI in bulk, but would be great feature to have in XPM.

    Kristan Wright supported this idea  · 

  8. XPM - Create a registered office field on contact details for companies

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  9. XPM: Report on new, archived and terminated clients

    16 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright commented  · 

    Yes!! Dates when clients were created and archived would be great!!

    Kristan Wright supported this idea  · 

  10. Practice Manager | Clients - Add columns

    12 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kristan Wright supported this idea  · 

  11. Xero HQ - Allow users to see all clients and request access as needed

    50 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kristan Wright supported this idea  · 

  12. XPM - Bill multiple clients in a group from the client group

    19 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  13. XPM - Ability to report on all fields

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright shared this idea  ·