Settings and activity

125 results found

1. Invoice and Draft Invoice - Custom Default "Save / Approve" option

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   1 comment  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 22, 2024
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   Paul Howlett commented  ·  Aug 22, 2024  ·  Edit…  ·  Delete…

   Xero has basically said "no" in one of the other threads.

   https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45438514-new-invoicing-select-default-for-approve-butto

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2. Bank Reconciliation - Copy details from statement line into spend/receive money

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 22, 2024

3. Accumulated Depreciation a default column in Depreciation Schedules

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   1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Delete…  ·  Admin →
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   Paul Howlett commented  ·  Aug 22, 2024  ·  Edit…  ·  Delete…

   I've resorted to saving a custom depreciation report and ticking the 'make default' box for every new client, just for the depreciation reports to actually be usable...

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   Paul Howlett supported this idea  ·  Aug 22, 2024

4. Sorting order of Client names in XPM versus Tax Summaries & Tax payment letters

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   0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 22, 2024

5. Advisor Reports - Seperate field for trading name

   7 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 22, 2024

6. 2fa

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   0 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 12, 2024

7. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

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   submitted  ·  41 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 12, 2024

8. NZ GST return - Late claims, Publish & incognito mode

   10 votes

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   2 comments  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 12, 2024

9. A copy or Dummy group certificate that we can generate from Xero for staff

   3 votes

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   0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Aug 12, 2024

10. bugs and errors page - 2024 ITR compulsory HELP repayment wrong

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    0 comments  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 12, 2024

11. Practice Manager | Permissions - Staff ability to view billing client

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 8, 2024

12. BAS - Make Finalise BAS the default option

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 8, 2024

13. Improve the general ledger report generation capacity or clients with high transaction volumes

    4 votes

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    1 comment  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 8, 2024

14. Add ABN on Financial Reports.

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024

15. XPM - Bulk email update of a client

    16 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024

16. AU Tax - Basic tax calculator/estimate

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024

17. Practice Manager - Stop costs/disbursements being added to a Closed Job

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024

18. Entities with the same name - Trusts & Superfunds

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024

19. Practice Manager - Link multiple Xero organisations to one XPM profile

    28 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024

20. Practice Manager | Clients - Add columns

    12 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Aug 7, 2024