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142 results found

  1. Xero HQ: Ask - Preview attachments

    14 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  2. Document pack - History of reminders sent in Tax

    18 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  3. Practice Manager - Highlight/banner for notes

    156 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Sarah Pemberton supported this idea  · 

  4. Xero HQ - Provide a function to mark clients as favourites

    20 votes

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

  5. Xero HQ | Document portal (without e-sign)

    68 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  6. VAT Reconciliation report - Ability to drill down in the unfiled VAT section

    12 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  7. Workpapers - Ability to use Custom Excel Templates

    161 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  8. Workpapers - Rearrange support documents in workpaper

    81 votes

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    In development  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  9. Tax Workpaper - Imputation credit for "tax provision per P&L"

    25 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  10. Workpapers - Highlight accounts that need attention

    28 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  11. Workpaper | Fringe Benefits - Motor Vehicle private use

    29 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  12. Xero Workpapers - Order of Workpaper packs should be most recent FY first

    10 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  13. Xero Workpapers - Being able to group entities into one client folder for related entities

    35 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  14. Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  15. Xero Workpapers - Integrate with Xero Files

    16 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  16. Workpapers - Roll forward to the next years workpapers

    106 votes

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah Pemberton supported this idea  · 

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

    267 votes

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    submitted  ·  40 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Pemberton supported this idea  · 

  18. UK Payroll - Payslips - Schedule date for payslips to be emailed

    210 votes

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    53 comments  ·  For small businesses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts on this one, community. We know how important scheduling payslips is for many of you, and we appreciate the time you’ve taken to explain how it could help your workflow.

    We understand being able to set a future send date could make life easier when you’re managing different client paydays, covering for colleagues who are away or avoiding confusion from employees receiving payslips before the money is in their account.

    Right now the workaround is to set a reminder to log in and send payslips on the required day. We know that’s not ideal, and while we don’t have dates to share, we’re committed to improving the payslip experience. This idea is under active consideration and we’ll keep you updated on progress.

  19. UK VAT - Ability to enter VAT scale charge

    10 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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  20. CIS - Allocate expenses to multiple accounts

    8 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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