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7 results found

  1. Practice manager - XPM to Xero contact fields

    18 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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

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

    123 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Allen supported this idea  · 

  4. AU Tax - Custom Cover Letter Placeholders

    29 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Allen supported this idea  · 

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

    7 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rob Allen supported this idea  · 

  6. AU Tax | Cover letter - Add Title placeholder

    19 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Allen supported this idea  · 

  7. Xero Tax(AU) - Edit cover letter

    26 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rob Allen supported this idea  ·