Settings and activity
32 results found
-
32 votes
Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
Juliana Kean
supported this idea
·
-
57 votesJuliana Kean
supported this idea
·
-
234 votes
An error occurred while saving the comment Juliana Kean
supported this idea
·
-
210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Juliana Kean
supported this idea
·
-
43 votesJuliana Kean
supported this idea
·
An error occurred while saving the comment Juliana Kean
commented
Totally agree - would be fantastic if like the bulk updating of addresses system would prompt do you want to update rest of the group. The other part to this would be if you update partner or manager on the front screen for it to give us the option to update all jobs as well
-
47 votesJuliana Kean
supported this idea
·
-
53 votes
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. 🙂Juliana Kean
supported this idea
·
-
92 votesJuliana Kean
supported this idea
·
-
149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Juliana Kean
supported this idea
·
-
22 votesJuliana Kean
supported this idea
·
-
31 votesJuliana Kean
supported this idea
·
-
64 votesJuliana Kean
supported this idea
·
-
72 votesJuliana Kean
supported this idea
·
-
104 votesJuliana Kean
supported this idea
·
-
1 voteJuliana Kean
shared this idea
·
-
43 votesJuliana Kean
supported this idea
·
-
270 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Juliana Kean
supported this idea
·
-
151 votesJuliana Kean
supported this idea
·
-
68 votesJuliana Kean
supported this idea
·
-
24 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Juliana Kean
supported this idea
·
.png){kind=link}
would help so much as we have two offices and it so vital to know who made changes to database