Settings and activity
12 results found
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114 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
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Jocelyn Tamai
supported this idea
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379 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Jocelyn Tamai
supported this idea
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20 votesJocelyn Tamai
supported this idea
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65 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
An error occurred while saving the comment Jocelyn Tamai
commented
Working in admin, its very frustrating when someone has accidentally created the TR on the wrong job. Suddenly we've got two jobs that need to be closed or recreated or renamed, and timesheets are all over the place. Most of the time we only notice this once the job's been billed out and we can't move the timesheets anymore. Considering we can easily move timesheets from job to job, would it be that much more difficult to create this feature?
Jocelyn Tamai
supported this idea
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63 votes
An error occurred while saving the comment Jocelyn Tamai
commented
This would be so useful - it's happened so many times where a tax return has been created in the wrong job and there's currently no way to undo it
Jocelyn Tamai
supported this idea
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229 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Jocelyn Tamai
supported this idea
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82 votesJocelyn Tamai
supported this idea
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18 votesJocelyn Tamai
supported this idea
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126 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Jocelyn Tamai
supported this idea
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290 votes
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.
Jocelyn Tamai
supported this idea
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382 votesJocelyn Tamai
supported this idea
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
An error occurred while saving the comment Jocelyn Tamai
commented
I agree! Would really love to have this as a standard field right under DOB, rather than having to create a custom field. We shouldn't have to go hunting for the DOD when it can just be added to the sidebar with the other contact details.
Jocelyn Tamai
supported this idea
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We 100% need this feature. Explaining why would just be rehashing what literally everyone else in this thread has said.
I understand there are so many requests on this forum (1,343 to be exact, and this idea is placed at #25), but we've been waiting three years already and the complaints from clients never stop.
Can we please get some kind of update, even if it's just to tell us no? (but please don't be a no 🥺)