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  1. link to XPM dashboard from Xero tax returns

    1 vote

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    0 comments  ·  Security & support  ·  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 🙂

    Elaine Knapton shared this idea  · 

  2. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    647 votes

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    48 comments  ·  Security & support » Billing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

    Elaine Knapton supported this idea  · 

  3. AU Tax - Allow custom cover letters and document templates for CURNN forms

    2 votes

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    0 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Elaine, we understand that having more flexibility with client-facing documents can help practices keep communications consistent with their own branding and processes.

    The suggestion is to allow custom cover letters to be included with CURNN forms, so the full client pack can be created in one place.

    For now, you can download the CURNN confirmation and attach it to your own cover letter or template. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of adding more document customisation options.


    Elaine Knapton shared this idea  ·