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28 results found

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

    13 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Ariane Squarci supported this idea  · 

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

    36 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Ariane Squarci supported this idea  · 

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

    54 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Ariane Squarci supported this idea  · 

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

    6 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we appreciate raising the ability to add commentary on variances in the Workpapers Profit and Loss review and recognise the value this feature would bring to the workflow. Coming soon to all partners will be our new Xero Workpapers, along with many enhancements our customers have requested, you'll be able to add notes to all accounts!

    Rollout has just begun in Australia, with other regions to follow so I'll be sure to keep you updated when this is live to you all, here.

    Ariane Squarci supported this idea  · 

  5. Workpapers - Integrate with the Xero trial balance

    96 votes

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    In development  ·  8 comments  ·  Practice tools  ·  Admin →
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    Ariane Squarci supported this idea  · 

  6. Advisor Reports - Seperate field for trading name

    17 votes

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    submitted  ·  5 comments  ·  Reports & tax » Reporting  ·  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  · 

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

    46 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Ariane Squarci supported this idea  · 

  8. XPM - Report on Fee from Refund Field

    20 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Ariane Squarci supported this idea  · 
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