Settings and activity

3 results found

1. AU Tax - Custom Cover Letter Placeholders

   30 votes

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Carol Reilly commented  ·  01 September, 2023  ·  Edit…  ·  delete…

   I agree. I would also like to see more placeholders available in general, if certain fields like refund amount can be coded, why not other fields, for example GST from a BAS statement. There needs to be more flexibility to pull additional fields from all tax returns.

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   Carol Reilly supported this idea  ·  01 September, 2023

2. Contacts: Statements - Allow to be sent to Contact Groups

   236 votes

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   submitted  ·  138 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Carol Reilly commented  ·  12 April, 2023  ·  Edit…  ·  delete…

   Create group structures in Xero that mirror XPM - so group invoices and statements can be viewed together.

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   Carol Reilly supported this idea  ·  12 April, 2023

3. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Carol Reilly supported this idea  ·  12 January, 2023