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Settings and activity

94 results found

  1. Reporting - Seperate Expenses on Profit & Loss

    64 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Elise McKinnon supported this idea  · 

  2. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    79 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon commented  · 

    This needs to happen!

    Elise McKinnon supported this idea  · 

  3. XPM - Comment field in Job Manager view

    39 votes

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    under review  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    48 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  5. XPM - Ability to schedule tasks

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon commented  · 

    Bulk update/schedule tasks! We just started with XPM, integrated with Ignition and created our workflow, however we have over 500 tasks that we need to edit dates/schedule and can't do this in bulk.

    Elise McKinnon supported this idea  · 

  6. XPM - Insert a merge field/placeholder into Task description

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  7. XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  8. Practice Manager - Automatically add a Task to automatic Activity Statement jobs

    12 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  9. Xero Practice Manager - Create recurring job from existing task

    33 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  10. AU Tax - Depreciation Schedules unlinked

    25 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

  11. Sales Invoices - Combine and hide line items for customers

    170 votes

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    81 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

    While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

    If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

    However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…

    Elise McKinnon supported this idea  · 

  12. Bank account - Attach bank statement into Bank account

    10 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elise McKinnon supported this idea  · 

  13. Bank Reconciliation: Cash Coding - Bank Transfers

    135 votes

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    submitted  ·  34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elise McKinnon supported this idea  · 

  14. Bank Reconciliation - Attach File from Create Tab of Bank Reconciliation Screen

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Elise McKinnon supported this idea  · 

  15. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    226 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elise McKinnon supported this idea  · 

  16. Fixed Asset - Partial disposal of an asset

    228 votes

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    30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Elise McKinnon supported this idea  · 

  17. Dispose of an asset in the next financial year without running depreciation.

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Elise McKinnon shared this idea  · 

  18. Fixed Assets - Partial allocation of depreciation for business and private use

    167 votes

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    submitted  ·  47 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elise McKinnon supported this idea  · 

  19. XPM - Apply Access Restrictions to Client tab

    33 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  20. Xero HQ - Business Client Dashboard

    20 votes

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

    Appreciate the idea and detail you've shared on the needs here, everyone.

    As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog

    The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.

    Elise McKinnon supported this idea  · 
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