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5 results found

  1. XPH - Bulk address change from Client group

    250 votes

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    86 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.

    I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.

    I'll share more news here as this gets closer to release.

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    Jessica Dabraio commented  · 

    "this was an intentional change" for whose benefit?
    We have some clients who have 20+ entities!
    Talk about a backwards step.....

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    Jessica Dabraio commented  · 

    "this was an intentional change" for whose benefit?
    We have some clients who have 20+ entities!
    Talk about a backwards step.....

    Jessica Dabraio supported this idea  · 

  2. AU Tax - Exclude Client's Bank details and DOB when sending lodged return

    24 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jessica Dabraio supported this idea  · 

  3. Report Templates - Add Tracking summary report

    95 votes

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    8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.

    However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.

    I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!

    Jessica Dabraio supported this idea  · 

  4. Xero tax(AU) - Hide sensitive information when printing returns

    66 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Jessica Dabraio commented  · 

    This is an important feature request .... being able to hide the bank details is vital for client security.

    Could Xero just show an asterisk with the last 4 digits of a client's bank details on the cover and declarations section to protect this information ?*xxxx

    Jessica Dabraio supported this idea  · 

  5. AU Tax - Print tax returns withholding bank details and DOB

    27 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    ✨ Hi everyone, thanks so much for sharing your feedback around the privacy of information when printing returns. We understand how important it is to protect sensitive client information. We have moved this Idea to Gaining Support, so you can let others know that this is something they can vote on and add comments too. This is really helpful for the Product team to see when they are looking at potential improvements. We’ll make sure to update this thread as we learn more. ✨

    Jessica Dabraio supported this idea  ·