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39 results found

  1. Xero HQ - Add multiple organization to one client record

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    BDO Taranaki Xero Team supported this idea  · 

  2. Workpapers | Depreciation Schedule - Include fixed asset numbers

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    BDO Taranaki Xero Team supported this idea  · 

  3. Xero HQ - Connect client record when receiving subscription transfer request

    24 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  4. Xero HQ - View connected apps by client

    50 votes

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    13 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.

    As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.

    Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.

    While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks

    BDO Taranaki Xero Team supported this idea  · 

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

    91 votes

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    36 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    BDO Taranaki Xero Team supported this idea  · 

  6. XPM Timesheets - Timesheet templates

    17 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  7. XPM - Ability to favourite recurring time entries

    21 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  8. Hubdoc App - Ability to upload multi page documents

    178 votes

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    submitted  ·  35 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    BDO Taranaki Xero Team supported this idea  · 

  9. Hubdoc - Document Merge

    192 votes

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    23 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

    BDO Taranaki Xero Team supported this idea  · 

  10. Hubdoc - Conjunction with Xero Projects

    218 votes

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    submitted  ·  82 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  11. Hubdoc - Detect Receipt Edges

    31 votes

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    2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  12. Hubdoc - Replicate Xero HQ access in Hubdoc

    21 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  13. Hubdoc - Allow Hubdoc to read a link in the email

    62 votes

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    6 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  14. Hubdoc - Extract description

    35 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  15. Hubdoc - Notification when documents are uploaded

    48 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  16. Hubdoc - Failed tab notification dot

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  17. Hubdoc - Ability to copy & paste document details into Xero

    47 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    BDO Taranaki Xero Team supported this idea  · 

  18. HubDoc - Align subscription to Xero subscriber

    41 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  19. Hubdoc - Warning when drag & dropping folders

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  20. Hubdoc - Force document into review

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    BDO Taranaki Xero Team supported this idea  · 
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