Settings and activity

13 results found

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

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  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. XPM - Add multiple email addresses for client

   392 votes

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   27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   Nurettin Celik supported this idea  ·  20 June, 2024

3. Hubdoc - Convert bank statement to csv file

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   51 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) 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

4. HubDoc - Align subscription to Xero subscriber

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

5. Reporting - Ability to create own report code structure

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   201 votes

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   19 comments  ·  For small businesses » Accounting features  ·  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

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

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  13 November, 2023

7. AU Payroll - Lodge SGC statement

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Nurettin Celik shared this idea  ·  13 November, 2023

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

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Nurettin Celik supported this idea  ·  20 October, 2023

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

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   44 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

   We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

   Nurettin Celik supported this idea  ·  14 September, 2023

10. AU Tax | Fringe Benefit tax - Comparisons

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

    
    

    Nurettin Celik supported this idea  ·  20 July, 2022

11. AU Tax - Apportioning Motor Vehicle Schedule

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Nurettin Celik supported this idea  ·  20 July, 2022

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

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Nurettin Celik supported this idea  ·  20 July, 2022

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

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nurettin Celik supported this idea  ·  20 July, 2022