Settings and activity

11 results found

1. Bank Rules: Apply bank rules to Products and Services

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   submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  25 July, 2024
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   Nurettin Celik commented  ·  25 July, 2024  ·  Edit…  ·  delete…

   In the Bank Receive money rules I would like be able to choose product Item in a description section "Sales Item reports"

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2. Hubdoc - Convert bank statement to csv file

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   55 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  Dana A responded

   Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

   Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

   For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

   Nurettin Celik supported this idea  ·  20 June, 2024

3. HubDoc - Align subscription to Xero subscriber

   44 votes

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   submitted  ·  2 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  20 June, 2024

4. Reporting - Ability to create own report code structure

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   202 votes

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   19 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes… more

   Nurettin Celik supported this idea  ·  13 November, 2023

5. Bank reconciliation - Ability to move selected transactions to the following month.

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   submitted  ·  0 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  13 November, 2023

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

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   submitted  ·  14 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  20 October, 2023

7. AU Tax: CGT - Option to copy and transfer

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   54 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

   Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

   Nurettin Celik supported this idea  ·  14 September, 2023

8. AU Tax | Fringe Benefit tax - Comparisons

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   3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Nurettin Celik supported this idea  ·  20 July, 2022

9. AU Tax - Apportioning Motor Vehicle Schedule

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   submitted  ·  4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  20 July, 2022

10. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

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    7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.

    Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.

    We want to be upfront that we don't have any plans around developing this feature in the near term.

    We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.

    Nurettin Celik supported this idea  ·  20 July, 2022

11. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

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    submitted  ·  12 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Nurettin Celik supported this idea  ·  20 July, 2022