Settings and activity

3 results found

1. Account Transactions report - 'File name' column that shows attachments from transaction line source document

   •  

   5 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.

   Kaley Wainhouse supported this idea  ·  21 August, 2025

2. Report templates - Support General Purpose Financial Report (GPFR) templates

   31 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Kaley Wainhouse supported this idea  ·  18 May, 2023

3. Document Packs - Text box for documents within a pack

   50 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

   • Ability to create a default email template for sending document packs 
   • A text box on single documents in a pack 

   
   

   We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

   For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

   Kaley Wainhouse shared this idea  ·  15 July, 2022