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  1. 18 votes

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    SANDRA FITZGERALD supported this idea  · 
  2. 8 votes

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    Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.

    We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.

    Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂

    SANDRA FITZGERALD supported this idea  · 
  3. 21 votes

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    SANDRA FITZGERALD commented  · 

    would save at least 12 hours a month for bookkeepers

    SANDRA FITZGERALD supported this idea  · 
  4. 1,006 votes

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    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

    SANDRA FITZGERALD supported this idea  · 
  5. 512 votes

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    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

    SANDRA FITZGERALD supported this idea  · 
  6. 6 votes

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    SANDRA FITZGERALD commented  · 

    exclude deleted clients when you exclude archived clients in a report would help

    SANDRA FITZGERALD supported this idea  · 
  7. 568 votes

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    Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.

    We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.

    In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.

    We'll keep you updated on our progress right here. 🙂

    SANDRA FITZGERALD supported this idea  · 
  8. 295 votes

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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    SANDRA FITZGERALD supported this idea  · 
  9. 4 votes

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    SANDRA FITZGERALD supported this idea  · 
  10. 15 votes

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    SANDRA FITZGERALD supported this idea  · 
  11. 56 votes

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    SANDRA FITZGERALD supported this idea  · 
  12. 47 votes

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    SANDRA FITZGERALD supported this idea  · 
  13. 488 votes

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    SANDRA FITZGERALD supported this idea  · 
  14. 24 votes

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    SANDRA FITZGERALD commented  · 

    Can we also add a function to only give them access to some or one bank account

    SANDRA FITZGERALD supported this idea  · 
  15. 96 votes

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    Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.

    After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.

    We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here. 

    SANDRA FITZGERALD supported this idea  · 
  16. 30 votes

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    SANDRA FITZGERALD supported this idea  · 
  17. 51 votes

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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

    SANDRA FITZGERALD supported this idea  · 
  18. 94 votes

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    SANDRA FITZGERALD supported this idea  · 
  19. 297 votes

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    Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

    We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

    Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

    We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…

    SANDRA FITZGERALD supported this idea  · 
  20. 44 votes

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