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6 results found

  1. XPM - Report audit trail

    39 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

    19 votes

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    submitted  ·  11 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

    296 votes

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    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

    22 votes

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    submitted  ·  6 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  ·