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9 results found

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

    281 votes
    32 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?
    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

    153 votes
    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

  3. Reporting - Add a Budget column to the Cash Summary

    27 votes
    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Aaron Mpofu shared this idea  · 

  4. Audit Trail Report

    381 votes
    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Aaron Mpofu supported this idea  · 

  5. Report Templates - Ability to add any report

    279 votes
    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Aaron Mpofu supported this idea  · 

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

    252 votes
    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Aaron Mpofu supported this idea  · 

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

    178 votes
    49 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    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

    96 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?

  9. Hubdoc - Extract all line item details including inventory items

    210 votes
    submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?