Settings and activity

51 results found

1. Reports - Ability to add page breaks in Text Blocks

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   1 comment  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Mandy Hamilton supported this idea  ·  04 October, 2022

2. Document Packs - Signature placement

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   1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Mandy Hamilton supported this idea  ·  21 July, 2022

3. Workpapers - Integration of bank statement request portal

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   4 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

   Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

   While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

   Mandy Hamilton supported this idea  ·  21 July, 2022

4. NZ Tax - Auto assessments

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   1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Mandy Hamilton supported this idea  ·  21 July, 2022

5. Workpapers - Ability to use Custom Excel Templates

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   3 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

   Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

   The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

   We'll post an update as soon as we have any news to share.

   Mandy Hamilton supported this idea  ·  21 July, 2022

6. Workpapers - Ability to edit to meet compliance needs

   44 votes

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   0 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the interest we've received in being able to edit Workpapers from our community.

   As we continue to develop and release our new Workpapers solution to practices across the globe, this is something we know could benefit some practices (especially in NZ) and have it high on our radar as the team continue to plan their roadmap.

   While this isn't in the pipeline yet we'l share if there are any updates for this, here.

   Mandy Hamilton supported this idea  ·  21 July, 2022

7. Workpapers - Automatically populate GST Adjustments

   42 votes

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   submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Mandy Hamilton supported this idea  ·  21 July, 2022

8. Fixed Assets - Ability to include additions to existing assets

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   submitted  ·  47 comments  ·  Reports & tax » Fixed Assets  ·  delete…  ·  Admin →
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   Mandy Hamilton supported this idea  ·  21 July, 2022

9. Navigation - Buttons at top to navigate between pages of a list

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   171 votes

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   35 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
   Mandy Hamilton supported this idea  ·  21 July, 2022

10. Workpapers - automated page breaks in notes

    25 votes

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    submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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    Mandy Hamilton supported this idea  ·  21 July, 2022

11. Tax Workpaper - Imputation credit for "tax provision per P&L"

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    submitted  ·  2 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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    Mandy Hamilton supported this idea  ·  21 July, 2022