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6 results found

  1. XPM - Report audit trail

    43 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  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

    3 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Elly Bowden-Kibble supported this idea  · 

  3. XPM - Report on Fee from Refund Field

    20 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Elly Bowden-Kibble supported this idea  · 

  4. Practice tools | Clients - Create a registered office field on client details for companies

    120 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the interest and feedback you have shared on this idea, everyone.

    We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.

    Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.

    At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.

    Elly Bowden-Kibble supported this idea  · 

  5. Practice Manager - Audit trail for client history

    317 votes

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    35 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Elly Bowden-Kibble supported this idea  · 

  6. AU Tax - Manually Adjust Tax Estimates

    27 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  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  ·