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  1. AU Tax - New client's information are automatically filled for tax return

    114 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your thoughts on this idea.

    We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.

    Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.

    Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.

    Graham King supported this idea  · 

  2. Invoices/Bills - Don't update contact address for existing invoices

    91 votes

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    17 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for continuing to raise the importance of this idea with us here.

    We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.

    As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.

    With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.

    I’ll be back to share further updates as this progresses.

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    Graham King commented  · 

    Ensure that the integrity of data is kept by keeping a record of how the original invoice was sent and not changing it - even if the customer name or address changes

    Graham King supported this idea  · 

  3. Invoice Only Access - View Contact History

    5 votes

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    submitted  ·  1 comment  ·  Users & setup » User permissions  ·  Admin →
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    Graham King supported this idea  · 
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    Graham King commented  · 

    ...and the customer details should be correct as on the historc invoices as sent to at the time. i.e. not retrospectively changed if the customer name or address changes