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3 results found

  1. XPM - Branch / Department Feature

    35 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lowrys NT commented  · 

    We have a number of large client groups who have multiple branch numbers for activity statements - we cannot add these clients into Xero multiple times just to prepare activity statements - this will also cause further issues for job tracking and invoicing etc.

    Lowrys NT supported this idea  · 

  2. Practice Manager - Staff permissions for PLS/ELS Management only

    12 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lowrys NT commented  · 

    Agree, this is very important

    Lowrys NT supported this idea  · 

  3. PLS Report in TrustEasy Format to manage Fee From Refund

    10 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lowrys NT commented  · 

    Fixing this report is critical. During the months of July to October we will have anywhere between 20 to 100 ATO refunds to process per day. Having to manually edit the PSL Report from Xero so we can import this to our Trust Software is a huge waste of time, not to mention the potential for human error. Please fix the report!

    Lowrys NT supported this idea  ·