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

    69 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.

    Luke Goldsbrough supported this idea  · 

  2. XPM | Job Manager - Budget % based on Dollars $ not time

    23 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Luke Goldsbrough commented  · 

    This is a no-brainer, as Peter commented below "the most logical change idea in relation to XPM". I am not a developer by any means, but this seems like an easy win as the functionality is already there albeit with time instead of $.

    With multiple staff working on a particular task, time is unreliable to report against when each staff member has a different charge out rate.

    Further to this suggestion, it would be great to see it flow through to the Job Manager as a % of budget remaining based on time.

    Luke Goldsbrough supported this idea  ·