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  1. Practice manager | Xero Sign - Report on date sent

    5 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Darlene Raymundo commented  · 

    I agree with this suggestion and would like to support the enhancement for Xero. Having the ability to report on the date an Out to Sign return was sent would be extremely helpful. Although the date is recorded, it cannot currently be reported on, and adding this feature would significantly streamline follow-ups by allowing us to easily track when each return was issued for e-signing.

    Darlene Raymundo supported this idea  · 

  2. AU Tax | Report Builder - More specific fields

    4 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Darlene Raymundo commented  · 

    It would also be very useful to be able to report on the date a tax return's status was changed to 'Out to Sign'.

    Darlene Raymundo supported this idea  ·