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9 results found
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357 votes
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.
Sharon Voisey
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246 votesSharon Voisey
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77 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Sharon Voisey
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312 votes
Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.
We'll keep you updated on any progress of this in the idea here. Thanks
An error occurred while saving the comment Sharon Voisey
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53 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂An error occurred while saving the comment Sharon Voisey
commented
To be able to duplicate a client to stop typing in all duplicated information would be fabulous.
It would also be great if some fields require changing before duplicating as they are unique to the client - bank account, TFN, ABN, etcSharon Voisey
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21 votes
An error occurred while saving the comment Sharon Voisey
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I agree. The time it takes to run this report is inefficient.
Sharon Voisey
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5 votesSharon Voisey
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4 votesSharon Voisey
shared this idea
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45 votesSharon Voisey
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Being able to create future Estate returns to finalise the Estate is very important to our clients.