Settings and activity

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1. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kathy Kalmar commented  ·  06 September, 2023  ·  Edit…  ·  delete…

   It would be time saving and convenient if we could add a Tax Agents signature on tax returns before printing and/or sending out to clients.

   Is this something that can be done?

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   Kathy Kalmar supported this idea  ·  06 September, 2023

2. XPM - Add multiple email addresses for client

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   27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   Kathy Kalmar supported this idea  ·  06 September, 2023