Settings and activity
9 results found
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4 votes
Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?
As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.
Samantha Campbell
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43 votes
An error occurred while saving the comment Samantha Campbell
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
Samantha Campbell
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20 votesSamantha Campbell
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55 votesSamantha Campbell
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10 votesSamantha Campbell
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2 votes
An error occurred while saving the comment Samantha Campbell
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Would love to have the ability to add columns in the Tax Return section/tabs such as Partner or Manager so you can see who the return belongs to without having to go into the return or the client.
Samantha Campbell
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12 votesSamantha Campbell
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19 votesSamantha Campbell
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We are merging 5 XPMs into one so all our client data is together and we have now been advised we have to manually add the ABN branch number and all client bank details manually, either into the import CSV or directly into the client profiles due to the fact that this information is not able to be exported with client data into a report. This is ridiculous, especially when it exports the ABN, you would think the branch number would be a no brainer! We now have over 5000 clients to update these details in manually for.