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← Share and support customer ideas for Xero

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9 results found

  1. Account Transactions report - Show all related accounts for split transactions

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Marion Fairbairn supported this idea  · 

  2. Reporting - Add Client's logo

    138 votes

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    45 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.

    Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.

    We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks

    Marion Fairbairn supported this idea  · 

  3. Report templates - Report fields: Customising adviser reports at a client level

    7 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this. 

    Marion Fairbairn supported this idea  · 

  4. Report Templates | Copy - Client to practice, or client to client

    60 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.

    I'll keep you in the loop of this feature and when you can start making use of it, here!

    Marion Fairbairn supported this idea  · 

  5. Report Templates - Allow Xero blue client access to Report Templates in organisation

    85 votes

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    35 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Marion Fairbairn supported this idea  · 
    Marion Fairbairn shared this idea  · 

  6. Audit Trail Report

    396 votes

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    submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Marion Fairbairn supported this idea  · 

  7. Bank Reconciliation - Repeating spend & receive money transactions

    153 votes

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    45 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

  8. Practice Manager - Highlight/banner for notes

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  9. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    265 votes

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    submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  Admin →
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