Settings and activity
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113 votes
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
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90 votes
An error occurred while saving the comment Graham King
supported this idea
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5 votesGraham King
supported this idea
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An error occurred while saving the comment 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
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