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7 results found

  1. New Client Insights needs more filtering capability

    10 votes

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    3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sarah De Beer commented  · 

    I'd like to see a filter by client group as we are a specialist department and add our clients to a group just for our department.

    Sarah De Beer supported this idea  · 

  2. Fixed Assets - Attach a file

    674 votes

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    37 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂

    As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.

    Sarah De Beer supported this idea  · 

  3. Hubdoc - Document Merge

    166 votes

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    20 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

    Sarah De Beer supported this idea  · 

  4. Hubdoc - Ability to check which suppliers are on autosync

    20 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah De Beer supported this idea  · 

  5. Hubdoc - Publish receipt to existing Xero bill

    93 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah De Beer supported this idea  · 

  6. Workpapers - Ability to use Custom Excel Templates

    150 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sarah De Beer supported this idea  · 

  7. Bank Reconciliation - Repeating spend & receive money transactions

    146 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah De Beer supported this idea  ·