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3 results found

  1. NZ Tax - Customise declaration

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Marianne Nisbet commented  · 

    My thoughts were to be able to move around the declaration or merge some of the sections (like fee from refud and pay into trust could be one section) so the clients only sign the bottom of the page each time as we have a heap of people miss the middle of the page signature on the third page

    Marianne Nisbet supported this idea  · 

  2. XPM - Replace the fax number field with mobile phone number

    66 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Marianne Nisbet commented  · 

    Even if changing the standard fields isn't possible, perhaps a compromise of being able to move fields into a different order or hiding ones that are not useful would be a great option.

    It will make the client fields so much more compact and meaningful

    Marianne Nisbet supported this idea  · 

  3. Practice Manager - Audit trail for client history

    280 votes

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    31 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Marianne Nisbet supported this idea  ·