Settings and activity
103 results found
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83 votes
Elisa Harris
supported this idea
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582 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Elisa Harris
supported this idea
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69 votes
It's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
Elisa Harris
supported this idea
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36 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Elisa Harris
supported this idea
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41 votes
An error occurred while saving the comment Elisa Harris
commented
Definitely - seems silly to be able to move one but not the other
Elisa Harris
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52 votesElisa Harris
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22 votes
Hi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
Elisa Harris
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112 votesElisa Harris
supported this idea
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24 votes
An error occurred while saving the comment Elisa Harris
commented
Further to Janet's comment, not only is it highly unprofessional, but also highly inefficient. Defeats the purpose of the quick and easy cover letter if you have to PDF edit every time you download. Leaves a wide margin for error.
Elisa Harris
supported this idea
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155 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Elisa Harris
commented
Yes, this is important to us. We had this in our last software, Handi, and it really helped in speaking to a client to be aware of what age bracket they fall into, whether they are the father or son in a relationship (if they have the same name), whether they are still a minor or have now become an adult etc without having to do the math calculations. I can't tell you how helpful I found this function in our old system, and how much I miss it already in XPM. I assure you it can be very important for tax purposes, where so much is dependent on a client's age!
Thanks!Elisa Harris
supported this idea
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3 votesElisa Harris
shared this idea
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16 votesElisa Harris
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11 votesElisa Harris
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
Elisa Harris
supported this idea
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28 votesElisa Harris
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31 votesElisa Harris
supported this idea
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical...can we have this for AU tax as well? We have found that the cover letters are so much of a time saver in certain instances - but if their capabilities were expanded we could do so much more!
Elisa Harris
supported this idea
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28 votesElisa Harris
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3 votesElisa Harris
supported this idea
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158 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Elisa Harris
supported this idea
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Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).