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5 votes
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Bianca Maggs
supported this idea
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215 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Bianca Maggs
supported this idea
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20 votesBianca Maggs
supported this idea
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48 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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7 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.