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Settings and activity

6 results found

  1. XPM - Report audit trail

    37 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elly Bowden-Kibble commented  · 

    Critical requirement for the audit trail and efficient management of jobs

    Elly Bowden-Kibble supported this idea  · 

  2. Practice Manager - Auto select 'ATOmate Fee For Service' when 'Deduct fee from refund' is checked

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elly Bowden-Kibble supported this idea  · 

  3. XPM - Report on Fee from Refund Field

    17 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elly Bowden-Kibble supported this idea  · 

  4. XPM - Create a registered office field on contact details for companies

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elly Bowden-Kibble supported this idea  · 

  5. Practice Manager - Audit trail for client history

    286 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Elly Bowden-Kibble supported this idea  · 

  6. AU Tax - Manually Adjust Tax Estimates

    18 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elly Bowden-Kibble commented  · 

    This is a critical update within a tax return, particularly an amended tax return. Giving complete transparency to a client about the outcome of a return and will save a lot of time trying to explain to a client why the outcome of the return is actually different to what we are advising.

    Elly Bowden-Kibble supported this idea  ·