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  1. XPM - Report of Clients who DON'T have a certain Job Template

    5 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tarryn Puntigam commented  · 

    I would love more flexibility when creating reports.

    I am trying to run a report that pulls client data and job data but would like more flexibility so that clients without jobs can also show up on the report. The reporting functionality is currently quite rigid.

    Tarryn Puntigam supported this idea  · 

  2. AU Tax - Custom Cover Letter Placeholders

    29 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Tarryn Puntigam supported this idea  · 

  3. Practice Manager - Add Relationship type

    85 votes

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

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

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    Tarryn Puntigam commented  · 

    We would also like to see Sibling added as a relationship type

    Tarryn Puntigam supported this idea  · 

  4. XPM - Report all business structure/tax types to see who is payable

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tarryn Puntigam shared this idea  ·