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 development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

   With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

   This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

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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  ·  4 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  ·  2 comments  ·  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

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

    Hi community, with Xero Partner Hub you'll soon have the ability to add any column to your Client List that you like! 😊

    Read up on this announcement from our blog, and get to know more of what's coming with the Xero Partner Hub on our website.

    I'll be back to share as this starts to roll out to partners in early 2026.

    Kath Elston supported this idea  ·  05 July, 2024