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  1. Xero Practice Manager: Report on which staff can access client tax returns.

    13 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we appreciate you sharing and supporting in the idea here. As I'm sure you'll have noticed we have released new unified client and staff experiences.

    While it's not possible to create a report to identify which staff can access client tax returns just yet, this is something that our product team are exploring.

    While not a definite as yet, I'll keep you informed on updates around this through the idea here. Thanks

    Donna Bailey supported this idea  · 

  2. Branding - Custom DOCX template for Remittance Advices

    301 votes

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    136 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.

    Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.

    As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.

    Donna Bailey supported this idea  ·