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  1. XPM: Add 'Automatically Retrieve from ATO' field to Report Builder

    28 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Hass Ayache commented  · 

    Couldnt agree more... reporting on most feilds is possible, this field should be added to assist practice managers and owners to manage their clients better

  2. Invoicing - Customers to pay deposits on invoices

    506 votes

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    207 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.

    Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.

    I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!

    Hass Ayache supported this idea  · 

  3. Notifications - Email/notification when items are Awaiting Approval in Xero

    365 votes

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    153 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

    You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

    We want to be upfront that while we'd like to explore…

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    Hass Ayache commented  · 

    important for bookkeepers and accountants that assist clients with backend. Good for approvers to receive email notification to streamline the process