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15 results found

  1. NZ Tax - edit bulk email addresses

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaye Kelly supported this idea  · 
    Gaye Kelly shared this idea  · 

  2. Manual Journals - Editing journal with auto-reversal to update related journal/s

    47 votes

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    16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited. 

    While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time. 

    We'll move the status back to submitted and keep you informed if there is any movement.

    An error occurred while saving the comment
    Gaye Kelly commented  · 

    This is a fabulous idea and would save work!

    Gaye Kelly supported this idea  · 

  3. Reporting: Account Transactions Report - Show Files icon & number attached

    106 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaye Kelly supported this idea  · 

  4. NZ Tax - Adding Correspondence to Tax Return

    17 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we appreciate hearing how we could make processes more efficient for our customers using Xero, this is not an idea we would be able to take action on.

    Inland Revenue do not currently allow correspondence to be sent with a tax return via the Gateway services. This may be feedback that you could share with your IR Account Manager. Thanks

    Gaye Kelly shared this idea  · 

  5. Xero Tax | Payment Letters - Save comment without needing to approve

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaye Kelly shared this idea  · 

  6. Practice Manager - "All" tab on tax payments screen

    2 votes

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

  7. NZ Tax - Change a tax payment letter to nil

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaye Kelly supported this idea  · 

  8. NZ Tax - Tax Payment letter notes to show in Tax Statement

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaye Kelly supported this idea  · 

  9. XPM - Disburse Xero subscriptions to clients

    19 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaye Kelly supported this idea  · 

  10. Practice Manager | Clients - Date of death field for client details

    252 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

    Gaye Kelly supported this idea  · 

  11. AU Tax - Bulk create tax returns

    14 votes

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

  12. NZ Tax Letters - Notification when Tax Letter email fails to send

    36 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.

    We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.

    Gaye Kelly supported this idea  · 

  13. Automatically archive Tax returns

    7 votes

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

  14. Reporting - Ability to set reports as favourites across all organisations

    27 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Gaye Kelly supported this idea  · 

  15. XPM - Add multiple email addresses for client

    375 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Gaye Kelly supported this idea  ·