Settings and activity
7 results found
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6 votes
Paul Colman shared this idea ·
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2 votes
Paul Colman shared this idea ·
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16 votes
An error occurred while saving the comment Paul Colman supported this idea ·
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3 votes
Paul Colman shared this idea ·
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18 votes
Paul Colman supported this idea ·
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14 votes
Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
Paul Colman supported this idea ·
An error occurred while saving the comment Paul Colman commented
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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232 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 supported this idea ·
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!