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

    51 votes

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    8 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.

    Ed Eikelboom supported this idea  · 

  2. New invoicing - When sending show organisation's trading name at top of invoice

    163 votes

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    submitted  ·  55 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ed Eikelboom supported this idea  · 
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    Ed Eikelboom commented  · 

    The company name for Xero invoice reminders is pulled from the legal/trading name in the organisation settings. However, the legal name is not the name that our clients know us as. When they get reminders, the reminders come from the legal name and that is confusing. I would like the reminders to be pulled from another field that contains the business trading name. The issue arises becasue the legal name is required to be entered into the legal name field if we want to use eInvoicing.