Settings and activity
7 results found
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100 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Amy Russell
supported this idea
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51 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Amy Russell
supported this idea
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4 votesAmy Russell
supported this idea
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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Amy Russell
supported this idea
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5 votesAmy Russell
shared this idea
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350 votesAmy Russell
supported this idea
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11 votes
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I agree you need to be allowed to lodge a TPAR without an address!! We have about 70-80 subcontractors to report which we don't have addresses for. Now we have to manually lodge it through the ATO which has a maximum of 20 subcontractors per form. This was so much easier last year when the client was on MYOB and we could lodge through MYOB without the addresses.
Come on Xero MYOB's TPAR functionality way exceeds yours.
The other thing you can do in MYOB is hover over the ABN in the contact and it tells you if they are GST registered ir not. I cannot see that ability in Xero?