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207 results found

  1. Advisor Reports - Allow users to enter dynamic date ranges

    Hi can you please add in a function to the adviser reports that allows the users to enter in dynamic ranges, such as current date but can also be extended to other fields. As I do not want to be pulling in a new template each time this error occurs, I would like to just amend the pages by inserting the new date reference.

    1 vote

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Xero HQ - Link Xero accounts for different offices

    Have a master overview of Xero accounts from different offices.
    The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  3. Conversion Toolbox - Populate Reference for imported invoices

    When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.

    There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.

    1 vote

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. Xero HQ | Client Set Up - SIC Codes

    I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  5. Xero HQ: Ask - Preview attachments

    Ability to preview attachment before downloading it.

    Purpose: Good for clients who want to preview the document without having to download it.

    11 votes

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    submitted  ·  1 comment  ·  Xero HQ  ·  Admin →
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  6. Xero HQ - Ask history

    To record details of queries sent from Xero Ask such as
    - created date
    - Who created
    - date sent
    - who sent it
    - recipients that received the query

    Purpose: This would be helpful when a client says they have not received a query

    18 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

  7. Report Templates - Option to only show logo on cover/front page

    Option to choose where the logo is shown

    Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

    26 votes

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    5 comments  ·  Xero HQ  ·  Admin →
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