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← Share and support customer ideas for Xero

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10 results found

  1. VAT201 - Diesel refund and rebate

    49 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Cavin Myburgh supported this idea  · 

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

    297 votes

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    39 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here 

  3. Workpapers - Ability to use Custom Excel Templates

    160 votes

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

    27 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cavin Myburgh shared this idea  · 

  5. Audit Trail Report

    390 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cavin Myburgh supported this idea  · 

  6. Report Templates - Ability to add any report

    297 votes

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    submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cavin Myburgh supported this idea  · 

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

    264 votes

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    submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cavin Myburgh supported this idea  · 

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

    179 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. 

  9. Hubdoc - Publish receipt to existing Xero bill

    100 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  10. Hubdoc - Extract all line item details including inventory items

    214 votes

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    submitted  ·  16 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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