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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.

    We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.

    Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂

  2. Allow for Bank Transfers between two different currency bank accounts via the Xero API.
    This is a fundamental and common use case for bank transfers, and is available within the product, but not available within the Xero API. Please make this available to your API users and business partners.
    https://developer.xero.com/documentation/api/accounting/banktransfers#:~:text=Note%20the%20following,in%20different%20currencies

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for your feedback on the Xero API and for sharing your idea to allow for Bank Transfers between two different currency bank accounts.

    We're grateful for your engagement and for letting us know the changes that matter to our API users and business partners. We understand this is a common use case that is available in the product, and we appreciate you highlighting this gap in the API.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience and integrations with Xero.🙂

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