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4 results found

  1. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

    70 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Rhianne Carew supported this idea  · 

  2. AU Tax - Bulk selection and status updates

    40 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Rhianne Carew supported this idea  · 

  3. Clients - Warning when creating client record with same TFN as archived client

    92 votes

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

    Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.

    As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.

    With the new Client experience you can now;

    • Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
    • The TFN can be added later by clicking Edit once the client is created.
    • If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment

    Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.

    Rhianne Carew supported this idea  · 

  4. Practice Manager - Ability to archive Client Groups

    28 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Rhianne Carew supported this idea  ·