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← Share and support customer ideas for Xero

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5 results found

  1. Practice Manager | Jobs - Ability to update job Tax Return is associated

    78 votes

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

    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.

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    Horace Hung commented  · 

    It should have been an easy coding fix since the whole Xero is database driven.

    Horace Hung supported this idea  · 

  2. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

    69 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Horace Hung commented  · 

    I'm guessing this feature is not a money maker, so it's at the bottom of the request list.

    Horace Hung supported this idea  · 

  3. Practice Manager - Reassign invoice to a different client or job

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Horace Hung supported this idea  · 

  4. Practice Manager - click phone number to trigger an application to make phone call

    19 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Horace Hung supported this idea  · 
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    Horace Hung commented  · 

    Definitely a critical feature which saves so much time.

  5. Practice Manager | Search - Client code, email address, TFN and mobile number

    20 votes

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

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Horace Hung supported this idea  ·