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219 results found

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

    13 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  2. 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  · 

  3. Hubdoc - Replicate Xero HQ access in Hubdoc

    18 votes

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

  4. 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  · 

  5. 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  · 

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

    40 votes

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

  7. AU Tax - Tax Return states/status for HOLD

    7 votes

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

  8. 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  · 

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

    16 votes

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    8 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  · 

  10. Xero HQ - Ability to bulk remove users

    16 votes

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

  11. Demo Company - Connect Hubdoc

    23 votes

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

  12. Financial Accounts - Switch rules effect notes

    30 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Trumper supported this idea  · 

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

    13 votes

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

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

    25 votes

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

  15. Account Transactions Report - Show date transaction was raised

    32 votes

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

  16. 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  · 

  17. Practice Manager - Ability to archive Client Groups

    21 votes

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

  18. XPM: Ability to share one client across multiple practices

    3 votes

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

  19. XPM | AU Tax - Automatically email lodgment confirmation to clients

    42 votes

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

  20. XPM User Permission - Ability to only remove timesheet view permission

    7 votes

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