Settings and activity

12 results found

1. Reporting - Ability to set reports as favourites across all organisations

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   submitted  ·  5 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  16 July, 2024
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   Alison Hogg commented  ·  16 July, 2024  ·  Edit…  ·  delete…

   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.

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2. XPM - Reassign client in bulk

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   8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Alison Hogg supported this idea  ·  19 December, 2023

3. Practice Manager | Clients - Date of death field for client details

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   submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  19 December, 2023

4. XPM - Replace the fax number field with mobile phone number

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  19 December, 2023

5. Practice Manager | Timesheet - Manage job status

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   submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  29 April, 2023

6. Workpapers - Automatically populate GST Adjustments

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  29 April, 2023

7. Workpapers - Option to show Decimal Places

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  29 April, 2023

8. Workpapers - Customised by Entity type

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  29 April, 2023

9. Practice Manager - Link Jobs to Workpapers

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Alison Hogg supported this idea  ·  29 April, 2023

10. Workpapers: Notify when Review is Complete

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Alison Hogg supported this idea  ·  29 April, 2023

11. Projects - Assign one Invoice for multiple projects

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Alison Hogg commented  ·  17 March, 2023  ·  Edit…  ·  delete…

    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.

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    Alison Hogg supported this idea  ·  17 March, 2023

12. Bank Reconciliation - Repeating spend & receive money transactions

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Alison Hogg supported this idea  ·  10 July, 2022