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9 results found

  1. AU Tax: CGT - Option to copy and transfer

    270 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

    We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

  2. Workpapers - Ability to use Custom Excel Templates

    150 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  3. Reporting - Add a Budget column to the Cash Summary

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Aaron Mpofu shared this idea  · 

  4. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Aaron Mpofu supported this idea  · 

  5. Report Templates - Ability to add any report

    275 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Aaron Mpofu supported this idea  · 

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

    247 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Aaron Mpofu supported this idea  · 

  7. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    176 votes

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

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

  8. Hubdoc - Publish receipt to existing Xero bill

    94 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  9. Hubdoc - Extract all line item details including inventory items

    202 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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