Settings and activity
13 results found
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51 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Christie Maitland
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14 votesChristie Maitland
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26 votesChristie Maitland
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11 votesChristie Maitland
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234 votes
An error occurred while saving the comment Christie Maitland
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92 votes
An error occurred while saving the comment Christie Maitland
commented
This would be a great feature without allowing the staff to have full edit access to the client's details.
Christie Maitland
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293 votes
Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.
We'll keep you updated on any progress of this in the idea here. Thanks
An error occurred while saving the comment Christie Maitland
commented
Yes please, this would be a great idea.
Christie Maitland
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23 votesChristie Maitland
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77 votesChristie Maitland
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18 votes
An error occurred while saving the comment Christie Maitland
commented
Would love if the CSV import would include job budget and job custom fields. It's available on client custom fields why not be available for jobs.
Christie Maitland
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68 votes
An error occurred while saving the comment Christie Maitland
commented
Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.
Christie Maitland
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13 votes
An error occurred while saving the comment Christie Maitland
commented
Also adding in job categories would be wonderful as well as custom fields.
It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.
Christie Maitland
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478 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Christie Maitland
commented
It would be great if we could schedule the time that the reminders are sent to client's. For example if we could select the timeframe say 9am to 5pm on a week day. Currently they are sent out between 4am and 8am based on the businesses time zone. Client's are not enjoying getting reminders at those times especially on a Sunday Morning. thank you
Christie Maitland
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Yes this would be a great feature to add as it saves a lot of time trying to work out who did what and when it was done.