Settings and activity
31 results found
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6 votes
Carey Batchelor
supported this idea
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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.
An error occurred while saving the comment Carey Batchelor
supported this idea
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46 votes
Hi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
An error occurred while saving the comment Carey Batchelor
commented
Ability to send SMS messages via Xero either with integration with FYI if possible to record details of SMS sent. Currently we use SMS notify via Handisoft/Acess/Sage where you pay for SMS messages per message, but we have changed to Xero and it doesn't have this function.
Carey Batchelor
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45 votesCarey Batchelor
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2 votes
Hi Matthew, it appears that FuseSign is already an integrated app Partner with Xero. As they've designed and built their integration with Xero themselves they'd it'd be best to approach their support to see if this is something they'd consider extending their integration for.
You can find their support contact details at the bottom of their app store listing.
An error occurred while saving the comment Carey Batchelor
commented
We use FYI for our document management and FYI is linked with XPM and Fusesign so you can send documents from FYI to Fusesign using the "signature tab" and it picks up the XPM contact details for signing.
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84 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Carey Batchelor
supported this idea
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61 votes
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.
An error occurred while saving the comment Carey Batchelor
commented
Automatic BAS going into wrong jobs is a pain as well. You should have the ability to move BAS/returns to another job. Also when you amend a BAS or return it should be able to be attached to a new job, not the original job that is, most of the time closed.
Carey Batchelor
supported this idea
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2 votes
An error occurred while saving the comment Carey Batchelor
commented
Automatic BAS going into wrong jobs is a pain. As above, you have to delete BAS and attach to correct job. I think subject should be moving BAS/returns to another job. Also when you amend a BAS or return it should be able to be attached to a new job, not the original job that is, most of the time closed.
Carey Batchelor
supported this idea
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18 votesCarey Batchelor
supported this idea
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42 votes
An error occurred while saving the comment Carey Batchelor
commented
Crazy that this hasn't been done yet. You can move timesheets but not costs.
An error occurred while saving the comment Carey Batchelor
commented
Definately need this, so inconvenient to have to delete cost and reenter on correct job.
Carey Batchelor
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7 votesCarey Batchelor
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17 votesCarey Batchelor
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31 votes
An error occurred while saving the comment Carey Batchelor
commented
This would also help with the integration of Xero Blue which we use for invoicing, as Xero blue doesn't accept duplicate names and mixes up contacts based on identical client names and you end up sending the invoice to the wrong client.
Carey Batchelor
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46 votesCarey Batchelor
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16 votes
An error occurred while saving the comment Carey Batchelor
commented
Agreed!
Carey Batchelor
supported this idea
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18 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
An error occurred while saving the comment Carey Batchelor
commented
This would definately be an advantage, since we may have 2 clients with the same name, searching by TFN is critical. I also think Renea meant that searching client contacts within practice manager.
Carey Batchelor
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18 votesCarey Batchelor
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28 votesCarey Batchelor
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31 votesCarey Batchelor
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26 votesCarey Batchelor
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We created a "date of death" field as a custom field in XPM. However, would be good if you could add it under Tax and Company so that the date filters through to the "date of death (if applicable)" field in the individual tax return.