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← Share and support customer ideas for Xero

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6 results found

  1. Practice Manager | Client Report - Include primary contact

    95 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Horace Hung supported this idea  · 

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

    87 votes

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    16 comments  ·  Practice tools  ·  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  · 

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

    73 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  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  · 

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

    6 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Horace Hung supported this idea  · 

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

    19 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  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.

  6. Client - Search Using TFN & ABN

    32 votes

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    10 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.

    The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.

    For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.

    Horace Hung supported this idea  ·