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29 results found

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

    12 votes

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    3 comments  ·  Practice tools  ·  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  · 

  2. XPM - Relationships - Add Share Class Type

    70 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

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

    18 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  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  · 

  4. XPM - Reassign client in bulk

    83 votes

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    11 comments  ·  Practice tools  ·  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  · 

  5. Practice tools | Clients - Create a registered office field on client details for companies

    121 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the interest and feedback you have shared on this idea, everyone.

    We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.

    Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.

    At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.

    Kristan Wright supported this idea  · 

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

    21 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright commented  · 

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

    Kristan Wright supported this idea  · 

  7. Practice Manager | Clients - Add columns

    20 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

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

    25 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  9. XPM - Ability to report on all fields

    2 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Kristan Wright shared this idea  · 
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