Settings and activity
13 results found
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170 votes
Alison Hogg
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27 votesAlison Hogg
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82 votesAlison Hogg
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
Alison Hogg
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67 votesAlison Hogg
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64 votesAlison Hogg
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39 votesAlison Hogg
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26 votesAlison Hogg
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41 votesAlison Hogg
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18 votesAlison Hogg
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28 votesAlison Hogg
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33 votes
An error occurred while saving the comment Alison Hogg
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I second this as a contract accoutant I have projects per annual accounts job and working for 3+ firms and need to raise weekly invoices for my time. Being able to grab all of X and create an invoice for the week would be amazing for those of us with lots of projects and only a small handful of clients.
Alison Hogg
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152 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Alison Hogg
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I work across hundreds of clients a year, and the ability to be able to set a favourite of Fixed Asset Reconciliation would be amazing across every sub I access. And I'm never accessing the same subs year on year either.