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Practice tools

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1207 results found

  1. Ability to preview attachment before downloading it.

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

    15 votes

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  2. 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

    20 votes

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    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. 

  3. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    16 votes

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  4. Option to choose where the logo is shown

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

    41 votes

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  5. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    109 votes

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  6. To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

    Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.

    25 votes

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  7. Ability to create a prepayment in a currency other than the organisations base currency

    Purpose: Having a multi-currency prepayment option in Xero will make users’ who are dealing with customers that pay prepaid foreign currency accounts to their business easier.

    132 votes

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