Settings and activity
6 results found
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49 votes
Bob Green
supported this idea
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147 votes
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.
An error occurred while saving the comment Bob Green
supported this idea
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25 votes
An error occurred while saving the comment 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
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87 votes
Thanks so much for taking the time to outline how you’re using Xero Tax and the challenges with clients who have multiple businesses under their personal names. ✨
At the moment, we’re not planning to introduce individual worksheets for each business that then roll up automatically to the main business schedule, so this isn’t something that’s currently in our pipeline.
While I don’t have a timeframe or planned work to share for this specific workflow, your feedback is really valuable in helping us understand where Xero Tax isn’t supporting multi‑business clients as well as it could. We’ll keep monitoring interest in this type of functionality as we review and prioritise future improvements to Xero Tax.
Bob Green
supported this idea
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6 votesBob Green
supported this idea
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14 votes
Hi all, we appreciate you sharing and supporting in the idea here. As I'm sure you'll have noticed we have released new unified client and staff experiences.
While it's not possible to create a report to identify which staff can access client tax returns just yet, this is something that our product team are exploring.
While not a definite as yet, I'll keep you informed on updates around this through the idea here. Thanks
Bob Green
shared this idea
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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.