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46 results found

  1. History & Notes - Track changes to Client Xero Subscription

    5 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Aileen Pennington shared this idea  · 

  2. Xero Me | Sync timesheets from Practice Manager (XPM)

    9 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Aileen Pennington supported this idea  · 

  3. Audit Trail Report

    574 votes

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    85 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Aileen Pennington supported this idea  · 

  4. Practice | Payroll - Top level Reports across all clients

    6 votes

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    submitted  ·  1 comment  ·  Practice tools » Clients  ·  Admin →
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    Aileen Pennington shared this idea  · 

  5. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Aileen Pennington supported this idea  · 

  6. Workpapers - Integration of bank statement request portal

    111 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Aileen Pennington supported this idea  · 
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