Settings and activity
15 results found
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116 votes
Bianca Maggs
supported this idea
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124 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Bianca Maggs
supported this idea
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158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Bianca Maggs
supported this idea
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160 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Bianca Maggs
supported this idea
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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.
Bianca Maggs
supported this idea
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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.
Bianca Maggs
supported this idea
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55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Bianca Maggs
supported this idea
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26 votesBianca Maggs
supported this idea
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50 votesBianca Maggs
supported this idea
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118 votesBianca Maggs
supported this idea
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13 votes
An error occurred while saving the comment Bianca Maggs
supported this idea
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298 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Bianca Maggs
supported this idea
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33 votesBianca Maggs
supported this idea
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Bianca Maggs
supported this idea
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12 votesBianca Maggs
shared this idea
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It would be great if you could add the following features:
1. A seperate reporting name for advisor reports that is not pulled from the client's organisation details. The reason being that clients prefer to use the trading name and this means we need to change the organisation name every time we publish financial statements. Further to this if the client is registered for auto superannuation, changing the organisation name results in the client having to register for auto superannuation again once the name is changed.
2. The ability to show the legal and trading name seperately. We usually prefer to only show the trading name on the cover page e.g. ABC Pty Ltd and in a seperate line Trading As CBA business. On all the other pages we usually only use the legal name.