Skip to content
← Share and support customer ideas for Xero

Settings and activity

7 results found

  1. Practice manager - XPM to Xero contact fields

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Rob Allen commented  · 

    The ability to input contact details in XPM and have it sync correctly to Xero and vice versa is a significant time saver, very logical and should be fixed asap.
    Accepting the setting in XPM causes unnecessary additional work and should either be removed or fixed, not left for customers to tick thinking that it will be the time saver intended.
    This is another issue due to the bolt on (after thought purchase) of XPM, where the integration of XPM was not written in to the existing Xero software but bolted on creating unnecessary duplications between Xero and XPM.
    This bolt on is the major issue holding Xero software back.

    Rob Allen supported this idea  · 

  2. Practice manager | Xero Sign - Report on date sent

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Rob Allen commented  · 

    Clients don't always do what is asked of them and have to be followed up.
    Reporting on the date sent out becomes an important tool to manage clients tax lodgments considering that tax agents have a lodgment program to meet.

    Rob Allen supported this idea  · 

  3. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    130 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rob Allen supported this idea  · 

  4. AU Tax - Custom Cover Letter Placeholders

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rob Allen supported this idea  · 

  5. XPM - Partner, Account Manager and Job Manager merge fields

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rob Allen supported this idea  · 

  6. AU Tax | Cover letter - Add Title placeholder

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rob Allen supported this idea  · 

  7. Xero Tax(AU) - Edit cover letter

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rob Allen supported this idea  ·