Settings and activity

10 results found

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

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   28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

   As soon as there's more progress we'll share an update on this, with you all here.

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   Kath Elston commented  ·  08 January, 2025  ·  Edit…  ·  delete…

   Can you please organise to include this under date of birth field.

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   Kath Elston supported this idea  ·  08 January, 2025

2. AU Tax - Custom Cover Letter Placeholders

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kath Elston commented  ·  05 August, 2024  ·  Edit…  ·  delete…

   We would like to add in the details of FTC and PAYG withholding into our cover letter too!

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   Kath Elston supported this idea  ·  16 July, 2024

3. XPM - Partner, Account Manager and Job Manager merge fields

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024
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   Kath Elston commented  ·  16 July, 2024  ·  Edit…  ·  delete…

   Please make it an option to have the sign off on the Tax Return Cover Letter as Manager rather than Tax Agent name. This helps the client know who to refer to if they have any queries.

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4. Xero Tax(AU) - Edit cover letter

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024

5. AU Tax | Cover letter - Add Title placeholder

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024

6. AU Tax - Automatically ticked cover letter checkbox

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024

7. AU Tax - Cover Letter Template to include Spousal Tax Information

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024

8. Practice Manager - Rename Partner and Manager client field

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024

9. Practice Manager | Client reporting - Field mapping

   15 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kath Elston supported this idea  ·  16 July, 2024

10. XPM - Add column for Email to Client list

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kath Elston supported this idea  ·  05 July, 2024