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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

    294 votes

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    132 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

    We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.

    Donna Bailey supported this idea  ·