Settings and activity

18 results found

1. Workpapers - Ability to use Custom Excel Templates

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   2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Cheryll Ferguson supported this idea  ·  05 October, 2022

2. Reports - Ability to add page breaks in Text Blocks

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Cheryll Ferguson shared this idea  ·  04 October, 2022

3. Tax Workpaper - Imputation credit for "tax provision per P&L"

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Cheryll Ferguson supported this idea  ·  27 July, 2022

4. Document Packs - Signature placement

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   1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Cheryll Ferguson supported this idea  ·  27 July, 2022

5. Workpapers - Integration of bank statement request portal

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Cheryll Ferguson supported this idea  ·  27 July, 2022

6. NZ Tax - Auto assessments

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   0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Cheryll Ferguson supported this idea  ·  27 July, 2022

7. Workpapers - Automatically populate GST Adjustments

   36 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Cheryll Ferguson supported this idea  ·  27 July, 2022

8. Fixed Assets - Ability to include additions to existing assets

   87 votes

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   submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Cheryll Ferguson supported this idea  ·  27 July, 2022

9. Navigation - Buttons at top to navigate between pages of a list

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   144 votes

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   submitted  ·  24 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Cheryll Ferguson supported this idea  ·  27 July, 2022

10. Reporting | Page Break - Preview in Xero Reports (without exporting)

    66 votes

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

    Hi community, we're aware of the importance of being able to preview page breaks in Xero Reporting is to you, and would like to test a design concept which we've come up with that may not be as interruptive to other workflows as initially thought.

    If you'd like to help us to validate this, please Reply to this update, and our team will reach out shortly to connect and find a time that suits to have a  conversation. This will involve;

    • About a 30 minute video call, during which we'd like to share your screen to demonstrate your workflow and interact with our prototype designs. 
    • We may ask to record this (which you have the right to decline).
    • These sessions will be booked between 8 - 17 May

    If we receive an overwhelming response, we may not be able to contact everyone, however I will round back to the idea here to share any progress that is made. Thanks!

    Hi community, we're aware of the importance of being able to preview page breaks in Xero Reporting is to you, and would like to test a design concept which we've come up with that may not be as interruptive to other workflows as initially thought.

    If you'd like to help us to validate this, please Reply to this update, and our team will reach out shortly to connect and find a time that suits to have a  conversation. This will involve;

    • About a 30 minute video call, during which we'd like to share your screen to demonstrate your workflow and interact with our prototype designs. 
    • We may ask to record this (which you have the right to decline).
    • These sessions will be booked between 8 - 17 May

    If we receive an overwhelming response, we may not be able to contact everyone, however I will round back to the idea… more

    Cheryll Ferguson supported this idea  ·  27 July, 2022

11. Workpapers - automated page breaks in notes

    23 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Cheryll Ferguson supported this idea  ·  27 July, 2022

12. Fixed Asset - Partial disposal of an asset

    227 votes

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    30 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 

    
    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.

    
    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Cheryll Ferguson supported this idea  ·  14 July, 2022

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

    49 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Cheryll Ferguson supported this idea  ·  30 June, 2022

14. Workpapers - Rearrange support documents in workpaper

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Cheryll Ferguson supported this idea  ·  30 June, 2022

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

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Cheryll Ferguson supported this idea  ·  30 June, 2022

16. Workpapers - Ability to edit to meet compliance needs

    34 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Cheryll Ferguson supported this idea  ·  30 June, 2022

17. Workpapers - Roll forward to the next years workpapers

    86 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  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.

    Cheryll Ferguson supported this idea  ·  30 June, 2022

18. Xero Workpapers - Integrate with Xero Files

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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