Settings and activity
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2 votes
Paul Colman
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2 votesPaul Colman
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13 votes
An error occurred while saving the comment Paul Colman
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2 votesPaul Colman
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18 votesPaul Colman
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11 votes
Thanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.
For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.
We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.
Paul Colman
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An error occurred while saving the comment Paul Colman
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Seriously?! Do I have to manually add the same tax adviser's details on every new tax return client? Isn't this a simple fix for the Xero wizards?
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211 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Paul Colman
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This is critical. How can the accounts show an approved date potentially months before they were actually approved. It's actually illegal to backdate anything!