Settings and activity
8 results found
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65 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Rob Allen
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22 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
An error occurred while saving the comment Rob Allen
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4 votes
An error occurred while saving the comment Rob Allen
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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
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141 votesRob Allen
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30 votesRob Allen
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7 votesRob Allen
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21 votesRob Allen
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28 votesRob Allen
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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.