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45 results found

  1. Practice Manager - Link Jobs to Workpapers

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  2. Practice Manager - Warning message when timesheet entries overlap

    43 votes

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

  3. 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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    Tanya Thornley supported this idea  · 

  4. Xero Subscriptions - Split PDF invoices by client (not subscription type)

    23 votes

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    submitted  ·  4 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Tanya Thornley supported this idea  · 

  5. Workpapers - Highlight accounts that need attention

    26 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  6. Document Packs - Import into Workpapers

    16 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  7. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  8. Workpapers - Integrate with the Xero trial balance

    85 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  9. Report Templates - Ability to add any report

    274 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tanya Thornley supported this idea  · 

  10. Practice Manager - Highlight/banner for notes

    126 votes

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

  11. Xero Workpapers - Order of Workpaper packs should be most recent FY first

    10 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  12. Subscription - Have an itemised subscription invoice by Xero Organisation

    18 votes

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    2 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

    Tanya Thornley supported this idea  · 

  13. UK Payroll - Calculate attachment of earnings deductions

    37 votes

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    6 comments  ·  For small businesses » Payroll  ·  Admin →
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    Tanya Thornley supported this idea  · 

  14. Workpapers - Ability to add a note function to each account

    52 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  15. Practice Manager | Client - Date of Birth

    149 votes

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    13 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. 

    Tanya Thornley supported this idea  · 

  16. Practice Manager | Clients - Date of death field for client details

    214 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tanya Thornley supported this idea  · 

  17. Workpapers - Roll forward to the next years workpapers

    94 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Tanya Thornley supported this idea  · 

  18. User Roles: Workpapers - Ability to give 'read only' access

    18 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  19. Workpapers - Ability to add more users

    68 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 

  20. Workpapers - Rearrange support documents in workpaper

    77 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tanya Thornley supported this idea  · 
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