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6 results found

  1. Subscription - Keep GST Cashbook Partner Plan

    57 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Lester Bartle supported this idea  · 

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

    270 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

    Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

    Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

    An error occurred while saving the comment
    Lester Bartle commented  · 

    I certainly would have use for such a feature. Would be good

    Lester Bartle supported this idea  · 

  3. Fixed Asset - Partial disposal of an asset

    395 votes

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    68 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for all your input on partial asset disposal.

    We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.

    For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.

    However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.

    Lester Bartle supported this idea  · 

  4. Xero Sign - Send copy to self

    77 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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  5. Workpapers | Entertainment - Mark clients as Non-GST

    9 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  6. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.