6 results found
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Books health - Show Unreconciled items
Within Books Health, show a clear list of unreconciled transactions and other bookkeeping issues that need attention. From each issue, give the adviser the option to create a request for the client to deal with it directly, for example completing outstanding bank reconciliation, uploading a missing purchase invoice or receipt, explaining an unidentified transaction, or providing supporting documentation.
The client would receive a notification showing exactly what needs attention, ideally with a link taking them directly to the relevant area in Xero. The request could then show a simple status such as Requested, Awaiting client or Completed.
This would turn…
4 votesHi 👋 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 🙂
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Books health - Ability to add own due dates for each client
It'd be good to be able to set a due date that reflects the work required for each client.
As different clients have different deadlines, allow adding and update of a client-specific due date directly in Books Health4 votesHi practice users! With the release of new Books health in Xero Partner Hub we understand this may be a feature some would like to see Books health enhanced for.
For now, we're just getting a feel of the appetite for this so if it's something you'd find helpful, add your vote and any extra details of why this would be handy for your practice.
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Books health - Ability to send multiple chases for the same client
It'd be useful to send separate chases for different groups of transactions, with different recipients or due dates.
Allow multiple active chases for the same client while keeping each chase’s transactions and status separate.4 votesHi everyone, with the release of the new Books health experience in Xero Partner Hub, we're interested to know how Books health could evolve to better support your practice workflows.
We're currently gathering feedback to understand how useful this capability would be for practices. If this'd help your practice, please vote for the idea and share more about how you would use it or the challenges it would help solve.
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Books health – Filter transactions by a client-specific date range
It would be useful to select a start and end date for an individual client in Books health, so that the issues and transactions shown relate to the period currently being worked on.
For example, when preparing a VAT return, I would like to focus on missing invoices, receipts and unreconciled transactions within that client’s VAT quarter, without having to work through items from later periods at the same time.
Ideally, the selected date range could also be applied when creating a client chase, so the request includes only the items relevant to that period. It would be helpful to…
2 votesThanks for the feedback, Andrew. Appreciate how being able to filter by a set period could be handy when you're just trying to focus on a period at a time.
This is something we'll start to get a wider feel for from your idea here.
I'll share if there are any updates. 🙂
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Books health - Client visibility of request list and ability to comment
would be good for the client to see the request (list of invoices and receipts we need) so they could add comments and upload receipts
2 votesThanks for sharing your idea, Abbie. Great to hear you're making use of Books health, and how we could improve this tool for managing your clients.
We're keeping an eye on interest from the community in this, so make sure to share with colleagues that'd like to support too.
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Books health - Show clients' bank names and balances in one view
A client has just received a chunky amount of money for a project and this money is going to sit in their account for quite a while - we know some banks offer better interest rates so would be good to see all this in one page.
1 voteHi 👋 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 🙂
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