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  1. 3 votes

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    Hi Alison,

    We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.

    We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.

    Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂

    Nicole Lopez supported this idea  · 
  2. 92 votes

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    Nicole Lopez supported this idea  · 
  3. 34 votes

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    Nicole Lopez supported this idea  · 
  4. 31 votes

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    Nicole Lopez supported this idea  · 
  5. 66 votes

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    Nicole Lopez supported this idea  · 
  6. 81 votes

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    Nicole Lopez supported this idea  · 
  7. 113 votes

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    Nicole Lopez supported this idea  · 
  8. 241 votes

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    Nicole Lopez supported this idea  · 
  9. 122 votes

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    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Nicole Lopez supported this idea  · 
  10. 44 votes

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    Nicole Lopez supported this idea  · 
  11. 17 votes

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    Nicole Lopez supported this idea  · 
  12. 59 votes

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    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Nicole Lopez supported this idea  · 
  13. 86 votes

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    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. 

    Nicole Lopez supported this idea  · 
  14. 26 votes

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    Nicole Lopez supported this idea  · 
  15. 34 votes

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    Nicole Lopez supported this idea  · 
  16. 57 votes

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    Nicole Lopez supported this idea  · 
  17. 281 votes

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    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Nicole Lopez supported this idea  · 
  18. 26 votes

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    Nicole Lopez shared this idea  · 
  19. 23 votes

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    Nicole Lopez supported this idea  · 
  20. 53 votes

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    Nicole Lopez supported this idea  · 
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