Settings and activity

93 results found

1. Xero HQ - View connected apps by client

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   submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  Sep 23, 2024

2. Hubdoc - Turned off foreign currency

   14 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Delete…  ·  Admin →
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   Elise McKinnon commented  ·  Jul 29, 2024  ·  Edit…  ·  Delete…

   We need to be able to delete currencies added into Xero. The reports are terrible with the source columns automatically added.

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   Elise McKinnon supported this idea  ·  Jul 29, 2024

3. Document Packs - Send me a copy of the email

   36 votes

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Delete…  ·  Admin →
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   Elise McKinnon commented  ·  Apr 30, 2024  ·  Edit…  ·  Delete…

   Please add this, it is essential to our practice

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   Elise McKinnon supported this idea  ·  Apr 30, 2024

4. XPM - Add column for Email to Client list

   7 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  Apr 30, 2024

5. Document pack - Select email to receive notification for signed pack

   13 votes

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

   
   

   Elise McKinnon supported this idea  ·  Apr 30, 2024

6. XPM - Bulk email update of a client

   16 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  Apr 30, 2024

7. Email Settings - Contact Name Placeholder to include additional person

   3 votes

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Elise McKinnon supported this idea  ·  Apr 30, 2024

8. Manual Journals - Ability to post journal entries to bank/cash accounts

   53 votes

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   20 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

   Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

   Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

   Elise McKinnon supported this idea  ·  Apr 9, 2024

9. XPM - Add multiple email addresses for client

   336 votes

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Elise McKinnon commented  ·  Apr 9, 2024  ·  Edit…  ·  Delete…

   We need this feature asap!

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   Elise McKinnon supported this idea  ·  Oct 18, 2023

10. Xero tax (AU) - Roll forward Tax Returns

    32 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Apr 8, 2024

11. Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Apr 8, 2024

12. Xero Tax(AU) - Audit Trail for changes to a tax return

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

13. Xero Tax (AU) | Tax return - Allow us to select which schedules get printed

    8 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

14. NZ Tax: Customise style on tax return PDFs

    15 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

15. AU Tax - print return with option to exclude table items from worksheets

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

16. Practice Manager | Xero Tax (AU) - Who approved & signed a return

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

17. AU Tax - Rental Schedule Apportionment

    74 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

18. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

    72 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Elise McKinnon supported this idea  ·  Feb 12, 2024

19. Notification | Xero Tax - Email when a return goes to Error tab

    106 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Elise McKinnon supported this idea  ·  Feb 12, 2024

20. XPM group view - Main email

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    8 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

    Elise McKinnon supported this idea  ·  Feb 12, 2024