Settings and activity

53 results found

1. Xero Practice Manager - Create recurring job from existing task

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Maxine Bright supported this idea  ·  05 May, 2022

2. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

   225 votes

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   submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Maxine Bright supported this idea  ·  05 May, 2022

3. Bank Reconciliation: Cash Coding - Bank Transfers

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   134 votes

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   submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Maxine Bright supported this idea  ·  05 May, 2022

4. Practice Manager | Client - Copy a client (including all contacts)

   47 votes

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   4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for starting the idea here, Renee. 

   Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
   
   If the last, we have a similar idea over here that I can join you in with. 🙂

   Maxine Bright supported this idea  ·  05 May, 2022

5. Workpapers - Integration of bank statement request portal

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Maxine Bright supported this idea  ·  05 May, 2022

6. Practice Manager - Highlight/banner for notes

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   13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Maxine Bright supported this idea  ·  05 May, 2022

7. XPM - Ability to tag client’s Xero org

   5 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Maxine Bright shared this idea  ·  12 April, 2022

8. XPM - Ability to see staff's dashboards

   3 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Maxine Bright shared this idea  ·  12 April, 2022

9. Document Packs - Edit sent pack

   90 votes

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   28 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. the ability to edit metadata of a sent pack

   For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

   Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

   Lastly, it'd be good to get more substance of how the ability to rename a pack would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. the ability to edit metadata of a sent pack

   For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

   Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

   Lastly, it'd be good to get more substance of how the ability to rename a pack… more

   Maxine Bright shared this idea  ·  12 April, 2022

10. Hubdoc - Document Merge

    144 votes

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    16 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 

    
    

    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 

    
    

    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

    Maxine Bright supported this idea  ·  12 April, 2022

11. AU Tax - Tax Return details shown at summary level

    22 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Maxine Bright supported this idea  ·  12 April, 2022

12. XPM / Xero Tax - Ability to type the date instead of the date picker

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Maxine Bright supported this idea  ·  12 April, 2022

13. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Maxine Bright supported this idea  ·  12 April, 2022