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26 results found
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52 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.
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Carey Batchelor
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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
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15 votesCarey Batchelor
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37 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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3 votesCarey Batchelor
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15 votesCarey Batchelor
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30 votes
An error occurred while saving the comment Carey Batchelor
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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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42 votesCarey Batchelor
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14 votes
An error occurred while saving the comment Carey Batchelor
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Agreed!
Carey Batchelor
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16 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
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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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246 votesCarey Batchelor
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15 votesCarey Batchelor
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27 votesCarey Batchelor
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28 votesCarey Batchelor
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22 votesCarey Batchelor
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12 votes
An error occurred while saving the comment Carey Batchelor
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Definately need this and without the spaces fields too!
Carey Batchelor
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39 votesCarey Batchelor
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84 votesCarey Batchelor
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13 votes
An error occurred while saving the comment Carey Batchelor
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actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM
An error occurred while saving the comment Carey Batchelor
commented
how do other firms handle this?
Carey Batchelor
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19 votesCarey Batchelor
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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.