Settings and activity

29 results found

1. NZ Tax - Option to toggle between client display name and legal name on ITR

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   Bennett Currie (2014) Limited supported this idea  ·  16 December, 2024

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

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   Bennett Currie (2014) Limited shared this idea  ·  20 August, 2024

3. XPM - Sort clients by Salutation & Name

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   Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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   submitted  ·  10 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

5. Practice Manager | Client Report - Include primary contact

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   submitted  ·  17 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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   submitted  ·  2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

7. NZ Tax - Keep the sorting order

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   Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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   submitted  ·  3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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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  ·  20 August, 2024

10. Xero Tax - Password protect returns

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    submitted  ·  3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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    submitted  ·  5 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

12. NZ Tax - Auto assessments

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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    submitted  ·  5 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

14. NZ Tax - Support for adding manual tax payments made outside Xero

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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

15. NZ Tax - Alter Date format below payment schedule

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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

17. AU Tax - Add the Client Code field to the ITCRPT report

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    submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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    17 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

19. Xero Tax - Import and export tax returns

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    submitted  ·  AdminEthan M (Admin, Xero) responded
    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024

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

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    submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Bennett Currie (2014) Limited supported this idea  ·  20 August, 2024