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6 results found

  1. 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  · 

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

    84 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Allen supported this idea  · 

  3. AU Tax - Custom Cover Letter Placeholders

    25 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Allen supported this idea  · 

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

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rob Allen supported this idea  · 

  5. AU Tax | Cover letter - Add Title placeholder

    15 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Allen supported this idea  · 

  6. Xero Tax(AU) - Edit cover letter

    23 votes

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