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Settings and activity

7 results found

  1. Leave the tax returns as it is. The Tax Manager is overwhelming.

    1 vote

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    0 comments  ·  Practice tools » Practice management  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Melissa de Largie shared this idea  · 

  2. Document Packs - Download all documents in the document pack at once

    11 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Melissa de Largie supported this idea  · 

  3. Document Packs: Mark as complete when missing signatures

    19 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Melissa de Largie supported this idea  · 

  4. Document Packs - Archive once Completed

    21 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Melissa de Largie supported this idea  · 
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    Melissa de Largie commented  · 

    It would be good if document packs that are complete can be ticked so staff can note that the completed document pack has been dealt with ie financial statements etc downloaded. Then we can see what completed document packs still need to be sorted out on our admin end.

  5. Document Packs - Ability to mark as complete

    24 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Melissa de Largie supported this idea  · 

  6. Activity Statements - Ability to generate comparatives for BAS and IAS

    6 votes

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    submitted  ·  3 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Melissa de Largie supported this idea  · 

  7. Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job

    22 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Melissa de Largie supported this idea  ·