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4 results found

  1. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

    36 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kim Aisbett supported this idea  · 

  2. Practice Manager | Jobs - Ability to update job Tax Return is associated

    35 votes

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    7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Kim Aisbett supported this idea  · 

  3. Document pack - Select email to receive notification for signed pack

    11 votes

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    4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kim Aisbett commented  · 

    It would be great if this was available so that we can send documents to all clients from one central administration email address. It makes things so much easier to manage.

    Kim Aisbett supported this idea  · 

  4. Xero HQ | Document portal (without e-sign)

    46 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kim Aisbett commented  · 

    Would be great to have this functionality to better service our clients.

    Kim Aisbett supported this idea  ·