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  1. AU Tax - Download client refund reports directly from ATO into Trust Account bank reconciliation

    2 votes

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    1 comment  ·  Xero Partner Hub » Tax manager  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this suggestion, Kirsten. Having more information about ATO refunds available in Xero could make it easier to identify which client each incoming payment relates to when reconciling a trust account.

    I’ve updated this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, add your vote and let us know what refund information you’d like to see in Xero.

    Kirsten Kolijn supported this idea  · 
    Kirsten Kolijn shared this idea  · 

  2. Client list - Manager column

    88 votes

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    19 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.

    Kirsten Kolijn supported this idea  ·