Settings and activity
5 results found
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101 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Susan Napper
supported this idea
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57 votesSusan Napper
supported this idea
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112 votes
Hi everyone, thanks for sharing your thoughts on this idea.
We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.
Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.
Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.
Susan Napper
supported this idea
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80 votes
An error occurred while saving the comment Susan Napper
supported this idea
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82 votes
An error occurred while saving the comment Susan Napper
commented
I currently post notes under the client file not under a specific job. While I can do this I would prefer to have a single screen where I can post the note and select the client without having to search the client and then select notes. Similar to timesheets on the dashboard screen where I select the client, select the job and can post without searching each client. TIA
Susan Napper
supported this idea
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Please allow us to also add the Job number so the message files under the job in XPM