Settings and activity
18 results found
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1 vote
Juliana Kean - Malloch McClean
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40 votesJuliana Kean - Malloch McClean
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226 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 - Malloch McClean
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121 votesJuliana Kean - Malloch McClean
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67 votesJuliana Kean - Malloch McClean
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19 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 - Malloch McClean
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8 votesJuliana Kean - Malloch McClean
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8 votesJuliana Kean - Malloch McClean
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40 votesJuliana Kean - Malloch McClean
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5 votesJuliana Kean - Malloch McClean
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22 votesJuliana Kean - Malloch McClean
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291 votesJuliana Kean - Malloch McClean
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30 votesJuliana Kean - Malloch McClean
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77 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Juliana Kean - Malloch McClean
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191 votesJuliana Kean - Malloch McClean
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24 votes
Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
An error occurred while saving the comment Juliana Kean - Malloch McClean
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11 votesJuliana Kean - Malloch McClean
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21 votes
Appreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
Juliana Kean - Malloch McClean
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Brillant idea - would save lots of admin as Xero Ask also does not appear to have an auto reminder function