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6 results found

  1. Practice Manager - TPAR Form

    46 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bob Green supported this idea  · 

  2. Find and Recode - Sort on Find and Recode by description

    141 votes

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    58 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

    While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

    To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

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    Bob Green commented  · 

    To give an example, I'm trying to recode wages payments that have not been put to the payables account. They are a bulk payment out of the bank account and the only unique identifier that I have is the description "wages". Now I have to open all 52 separately to recode them.

    Bob Green supported this idea  · 

  3. Practice Manager - Managed Fund Distribution Worksheet & Income Averaging

    24 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bob Green commented  · 

    Please fix this Xero! Surely it cannot be too hard to supress the $0 amounts in managed fund prefill imports.

    Bob Green supported this idea  · 

  4. Xero Tax(AU ) | Business Schedule - Individual Worksheets

    85 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Bob Green supported this idea  · 

  5. AU Tax | Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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  6. Xero Practice Manager: Report on which staff can access client tax returns.

    11 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bob Green shared this idea  ·