Settings and activity

45 results found

1. Xero Workpapers - All user types except Standard can view Practice/Firm Accounts

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   0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  07 November, 2024

2. Hubdoc - Attach multiple documents when publishing from Hubdoc

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  07 November, 2024

3. Hubdoc App - Ability to upload multi page documents

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   submitted  ·  25 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Tanya Thornley commented  ·  12 September, 2024  ·  Edit…  ·  delete…

   Without this - I'm finding it difficult to use Hubdoc as so many of our invoices are multi page.

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   Tanya Thornley supported this idea  ·  12 September, 2024

4. Workpapers - Ability to set period that workpaper is run across

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  25 May, 2024

5. Workpapers - Carry existing packs forward when creating new ones

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  25 May, 2024

6. XPM - Comment field in Job Manager view

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   under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  25 October, 2023

7. Practice Manager - Dashboard for client bank feed status

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  25 October, 2023

8. VAT Returns: Submit for client approval through Xero

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  25 October, 2023

9. XPM - Add multiple email addresses for client

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Tanya Thornley supported this idea  ·  21 September, 2023

10. Batch payments - Ability to include credit notes

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    92 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

    We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

    Tanya Thornley supported this idea  ·  27 July, 2023

11. Xero HQ | Document portal (without e-sign)

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  06 July, 2023

12. Workpapers - Enable use for non-Xero clients

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  23 May, 2023

13. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  25 April, 2023

14. Practice Manager | Reporting on Job States

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  25 April, 2023

15. VAT Reconciliation Report - Auto-populate and drill down into figures

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    4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Tanya Thornley supported this idea  ·  25 April, 2023

16. Payroll: Support for custom payslips (similar to invoices)

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    submitted  ·  3 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  05 April, 2023

17. Payroll: Edit text on payslips

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    submitted  ·  1 comment  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  05 April, 2023

18. UK Payroll - Calculate leave in days

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    submitted  ·  16 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  05 April, 2023

19. Reconciliation - Notify users when there are new entries in Discuss tab

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  08 March, 2023

20. Workpapers - Ability to copy a pack

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Tanya Thornley supported this idea  ·  08 March, 2023