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9 results found

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

    199 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ariane Squarci supported this idea  · 

  2. Xero Tax (AU) | Set Yes as the default option on capital gains worksheet

    9 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Ariane Squarci supported this idea  · 

  3. Xero Workpapers - Being able to group entities into one client folder for related entities

    32 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  4. Workpapers - Ability to add a note function to each account

    49 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  5. Workpapers | Profit and Loss Review - Commentary on Variances

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  6. Workpapers - Integrate with the Xero trial balance

    83 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  7. Advisor Reports - Seperate field for trading name

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ariane Squarci commented  · 

    Would also like the ability to seach for the client (in XPM/Xero tax) by BOTH trading name or legal name. As advisers we use the client's legal name, but clients usually refer to themselves by the trading name, not having the ability to identify AND SEARCH for a client by either name is incredibly confusing.

    Ariane Squarci supported this idea  · 

  8. XPM - Be able to look up client based on their client code

    22 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ariane Squarci supported this idea  · 

  9. XPM - Report on Fee from Refund Field

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ariane Squarci supported this idea  ·