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12 results found

  1. List of Things to do for a Client file

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Neil Kagan shared this idea  · 

  2. Payroll AU: Resubmit bounced automatic superannuation payments

    11 votes

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    submitted  ·  3 comments  ·  For small businesses » Payroll  ·  Admin →
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    Neil Kagan supported this idea  · 

  3. User Role - Reconcile without access to approve invoices

    73 votes

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    9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    Neil Kagan supported this idea  · 

  4. Reconciliation between the Accounting Profit and Taxable Income

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Neil, do you have an example of the sort of report you're looking for here? The Profit & Loss report will show you both the Gross Profit, expendable activities and Net Profit, which you can drill into the figures of to view the related items that make up the figure of in the Profit & Loss? Or is it something a bit different you're looking for here? 

    Neil Kagan shared this idea  · 

  5. Xero HQ - Transfer/copy reports between practices & organisations

    158 votes

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    submitted  ·  48 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Neil Kagan commented  · 

    It would be good if one could use a report in one practice and copy it into a second practice so that you don't need to recreate the report.

    Neil Kagan supported this idea  · 

  6. Report Templates - Ability to add any report

    165 votes

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    submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neil Kagan supported this idea  · 

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

    225 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neil Kagan supported this idea  · 
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    Neil Kagan commented  · 

    Would be useful and time saving if one could attached a PDF bank statement to the bank reconciliation.

  8. AU Payroll - New Employee - Online Commencement Forms

    213 votes

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    39 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.

    Neil Kagan supported this idea  · 

  9. Payroll: Employees - Upload/attach files in notes section

    670 votes

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    117 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.

    As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.

    With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.

    Neil Kagan supported this idea  · 

  10. Management report pack - locking in start dates

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neil Kagan supported this idea  · 
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    Neil Kagan commented  · 

    When generating a P & L report and filtering for a tracking category, the budget does not automatically change to the option selected. ie a new budget needs to be created for each option budget.
    Make this automatic that when a new option is selected to generate a P & L report, the related budget appears automatically without the need to create a new budget.

  11. Reporting - Budgets by tracking category to integrate with master overall budget

    123 votes

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    submitted  ·  52 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neil Kagan commented  · 

    Please get this sorted and enable consolidation. It is very critical.

    Neil Kagan supported this idea  · 

  12. Pricing Plans - Add Cash Coding to Starter plan

    134 votes

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    submitted  ·  55 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neil Kagan supported this idea  ·