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221 results found

  1. Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all

    20 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  2. Practice Manager - Rename Partner and Manager client field

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  3. Practice Manager | Invoicing - Multi tick box option for custom fields

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  4. XPM - Relationships - Add Share Class Type

    47 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  5. Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables

    14 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  6. Practice Manager - Set which fields are mandatory on client profile

    10 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  7. Hubdoc - Replicate Xero HQ access in Hubdoc

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  8. Practice Manager | Xero Tax (AU) - Who approved & signed a return

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  9. Uncoded Statement lines - option to show reconciled transactions

    6 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate familiarity to the way your clients may have worked with another system. 

    As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this? 


    @Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here. 

    Jacqui Trumper supported this idea  · 

  10. Practice manager | Clients - History (new clients and amendments)

    41 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  11. History & Notes - Track changes to Client Xero Subscription

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  12. Reporting - Set default date columns from oldest to most recent

    17 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

    Jacqui Trumper supported this idea  · 

  13. Xero HQ - Ability to bulk remove users

    20 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  14. Demo Company - Connect Hubdoc

    24 votes

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    7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  15. Financial Accounts - Switch rules effect notes

    31 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

    We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!

    Jacqui Trumper supported this idea  · 

  16. AU Payroll - Default Ordinary hours to be reportable at W1

    14 votes

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    2 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  17. Report templates - Support General Purpose Financial Report (GPFR) templates

    28 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  18. Account Transactions Report - Show date transaction was raised

    34 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  19. Reporting - Include report filters in report links/URLs

    9 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  20. Practice Manager - Ability to archive Client Groups

    23 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Trumper supported this idea  · 
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