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4 results found

  1. AU Tax - Bulk selection and status updates

    31 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rhianne Carew supported this idea  · 

  2. AU Tax - Warning when creating client record with same TFN as archived client

    55 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

    Rhianne Carew supported this idea  · 

  3. Practice Manager | Clients - Ability to create groups from client

    9 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rhianne Carew commented  · 

    Currently, we can't add clients from inside a group - we need to be on the client list page. Our process is to create a group, then create the clients, and manually add to groups. It would help to streamline processes to be able to create a client from within the group screen, and have it automatically be added to the group.

    Rhianne Carew supported this idea  · 

  4. Practice Manager - Ability to archive Client Groups

    27 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rhianne Carew supported this idea  ·