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  1. XPM - Partner, Account Manager and Job Manager merge fields

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Simone Carroll supported this idea  · 
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    Simone Carroll commented  · 

    Adding more merge fields to the Xero cover letter templates. I would like to be able to add the position description (The role of the person who signs the letter), the salutations, the ability to add more than 1 addresses, for when we are doing multiply returns or a group return and client email address.

  2. Cover Letter Template to include Spousal Tax Information

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Simone Carroll supported this idea  ·