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23 results found

  1. Report Templates - Add *any* Xero report to the template

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Hannah Reed shared this idea  · 

  2. Report Templates - Add Payroll reports and tracking summary

    41 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Hannah Reed supported this idea  · 

  3. Practice Manager - Audit trail for client history

    277 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Hannah Reed supported this idea  · 

  4. Xero Tax | Return - Re-arrange/Re-sort Line Items

    28 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Hannah Reed supported this idea  · 

  5. AU Tax - Exclude Client's Bank details and DOB when sending lodged return

    21 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Hannah Reed supported this idea  · 

  6. XPM - Ability to view Job's state history

    57 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  7. Xero Tax (NZ & AU) - Print multiple returns at once

    10 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  8. Archiving clients in XPM and Blue Xero

    10 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  9. Practice Manager | Timesheet - Manage job status

    64 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

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

    291 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 

    Hannah Reed supported this idea  · 

  11. Report Templates - Livestock trading statement

    109 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Hannah Reed supported this idea  · 

  12. 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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    Hannah Reed supported this idea  · 

  13. Practice Manager | Group Profile - Select & view group information

    8 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear you're expanded thinking on the Groups here, Melanie. 

    It'd be good to get a sense of interest in each separately. 

    I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂

    Hannah Reed supported this idea  · 

  14. XPM / Xero Tax - Ability to type the date instead of the date picker

    27 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  15. Practice Manager | Client - Date of Birth

    157 votes

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

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Hannah Reed supported this idea  · 

  16. Xero Sign - Send copy to self

    70 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Hannah Reed supported this idea  · 

  17. Xero Practice Manager - Create recurring job from existing task

    42 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  18. Practice Manager | Single Place to enter Time (Ad hoc or job)

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  19. Practice Manager - Highlight/banner for notes

    153 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hannah Reed supported this idea  · 

  20. Aged Receivables Reports - Send Statements

    33 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hannah Reed supported this idea  · 
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