4 results found
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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 Health2 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.2 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 - 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
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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…
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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