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5 results found

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

    36 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

  2. 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  · 

  3. AU Tax - Custom Cover Letter Placeholders

    31 votes

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

  4. Practice Manager - Relationship Type

    181 votes

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

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know 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  · 

  5. 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  ·