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9 results found

  1. AU Tax - New client's information are automatically filled for tax return

    106 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Mary Lewis supported this idea  · 

  2. XPM - Ability to schedule tasks

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mary Lewis supported this idea  · 

  3. AU Tax - Schedule EFT reconciliation reports

    11 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.

    Mary Lewis supported this idea  · 

  4. Xero Tax (AU) | Import from Xero with substituted accounting periods

    37 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Mary Lewis commented  · 

    This seems like it should be a standard option to me.

    Mary Lewis supported this idea  · 

  5. XPM - Add Pause button

    162 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    Mary Lewis commented  · 

    FYI docs is too expensive for a small practice as there's a minimum of 5 users, so $150 per month. I also regard this as a critical update.

    Mary Lewis supported this idea  · 

  6. XPM - Create a registered office field on contact details for companies

    118 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mary Lewis supported this idea  · 

  7. Practice Manager - Audit trail for client history

    304 votes

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    34 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Mary Lewis supported this idea  · 

  8. XPM | ATO Online Services - Automated scheduling of Income Tax Client Report

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mary Lewis supported this idea  · 

  9. Xero Tax (AU) | Calculator tool

    57 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Mary Lewis shared this idea  ·