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6 results found

  1. AU Tax - Add the Client Code field to the ITCRPT report

    5 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Tarryn Puntigam supported this idea  · 
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    Tarryn Puntigam commented  · 

    ALSO - adding the clients email field so we can filter all those who have not lodged for the current year and send them an email reminder

  2. Document Pack - Ability to cancel without client receiving notification

    39 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Tarryn Puntigam supported this idea  · 
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    Tarryn Puntigam commented  · 

    It would be great if we could turn off the notification emails that go to clients when a doc pack is cancelled.

    For some clients, they cannot sign through xero sign and require us to send the documents in a different format so we cancel the doc pack previously prepared. The clients get an email about this and it can cause confusion to them.

    We would like the option to turn off the cancellation email or amend it to remove any confusion

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

    5 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  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  · 

  4. AU Tax - Custom Cover Letter Placeholders

    32 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Tarryn Puntigam supported this idea  · 

  5. Practice Manager - Relationship Type

    197 votes

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    59 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.

    We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.

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    Tarryn Puntigam commented  · 

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

    Tarryn Puntigam supported this idea  · 

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

    2 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Tarryn Puntigam shared this idea  ·