Settings and activity
6 results found
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116 votes
Bianca Maggs
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13 votes
An error occurred while saving the comment Bianca Maggs
supported this idea
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291 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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32 votesBianca Maggs
supported this idea
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95 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.