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10 results found

  1. Practice Manager - Bulk Data Updates

    53 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey supported this idea  · 

  2. XPM - Add multiple email addresses for client

    372 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.

    Sharon Voisey supported this idea  · 

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

    250 votes

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    submitted  ·  26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey supported this idea  · 

  4. Practice Manager - Add Relationship type

    83 votes

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

    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 supported this idea  · 

  5. AU Tax - Ability to create future tax forms for other entity types.

    359 votes

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    92 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, back with another update as there is more work our product team have been doing in this space. Soon we'll introduce future year forms for trust(TRT), partnership(PTR) and fringe benefit(FBT)! 😊

    I'll round back to confirm once these are out and you can begin making use of them.

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    Sharon Voisey commented  · 

    Being able to create future Estate returns to finalise the Estate is very important to our clients.

    Sharon Voisey supported this idea  · 

  6. Practice Manager | Client - Copy a client (including all contacts)

    53 votes

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

    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. 🙂

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    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, etc

    Sharon Voisey supported this idea  · 

  7. Practice Manager | Report - Client Search

    21 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey commented  · 

    I agree. The time it takes to run this report is inefficient.

    Sharon Voisey supported this idea  · 

  8. AU Tax - Update Contact default to Tax agent/Practice name

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Sharon Voisey supported this idea  · 

  9. Practice Manager | Permissions - Staff ability to view billing client

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey shared this idea  · 

  10. XPM - Apply Access Restrictions to Client tab

    51 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey supported this idea  ·