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24 results found

  1. XPM - Improve Sorting order of Client names in XPM

    9 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.

    Bennett Currie (2014) Limited shared this idea  · 

  2. Practice Manager | Client List - Export with all data

    44 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  3. Practice Manager | Client Report - Include primary contact

    96 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  4. XPM | Clients - Other name should be middle name

    27 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  5. NZ Tax - Keep the sorting order

    6 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  6. NZ Tax - Ability to copy rental schedule to new tax return

    13 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  7. NZ Tax - Add barcode/link to barcode in client tax letters

    23 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

    Bennett Currie (2014) Limited supported this idea  · 

  8. Xero Tax - Password protect returns

    12 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  9. Xero Tax | Return - Re-arrange/Re-sort Line Items

    29 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  10. NZ Tax - Auto assessments

    27 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  11. NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed

    61 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  12. NZ Tax - Generate all provisional tax payment letters prior to the due date passing

    6 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  13. Notification | Xero Tax (AU) - Email when a return goes to Error tab

    124 votes

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    17 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’d like to share that we’ve introduced tax widgets in Xero Partner Hub so your practice can see how many returns are sitting in the Error tab.

    We’ve also improved ATO response times, so returns will come back from the ATO faster and you’ll be alerted to errors sooner.

    We’d love your feedback on whether these improvements address the needs behind this idea, or whether there are still situations where an email notification would be more helpful.

    Bennett Currie (2014) Limited supported this idea  · 

  14. Xero Tax - Import and export tax returns

    7 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  15. NZ Tax - Remove 901D sample templates from dropdown menu

    7 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  16. NZ Tax return - Refresh refund bank account from IRD data

    17 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  17. Xero Tax - Reporting name vs Account name

    11 votes

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    submitted  ·  0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 

  18. NZ Tax Letters - Notification when Tax Letter email fails to send

    51 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued contributions here and while this is something our team may look at further in the future we want to be upfront that it's not currently on the roadmap.

    We'll be keeping a close track on the interest this further build here and be sure to share further updates if it is revisited.

    Thank you for sharing and engaging with us on this here in Product Ideas.

    Bennett Currie (2014) Limited supported this idea  · 

  19. NZ Tax - Improved tracking and matching of Transfers in Tax Statements

    52 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for supporting this idea, everyone.

    While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.

    While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.

    As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.

    While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.

    Bennett Currie (2014) Limited supported this idea  · 

  20. NZ Tax - Ability to add multiple default email addresses for tax payment letters

    42 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  · 
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