Settings and activity
99 results found
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34 votes
An error occurred while saving the comment 
Elisa Harris
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43 votesElisa Harris
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20 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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102 votesElisa Harris
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23 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
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149 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
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2 votesElisa Harris
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15 votesElisa Harris
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11 votesElisa Harris
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17 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
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27 votesElisa Harris
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28 votesElisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
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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
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25 votesElisa Harris
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3 votesElisa Harris
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152 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
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39 votesElisa Harris
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350 votesElisa Harris
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11 votesElisa Harris
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Definitely - seems silly to be able to move one but not the other