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53 results found

  1. XPM - Add multiple email addresses for client

    394 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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…

    Mandy Hamilton supported this idea  · 

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

    8 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  3. Document Packs - Signature placement

    27 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  4. Workpapers - Integration of bank statement request portal

    111 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  5. NZ Tax - Auto assessments

    27 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  6. Workpapers - Ability to use Custom Excel Templates

    162 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  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  · 

  7. Workpapers - Ability to edit to meet compliance needs

    42 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  8. Workpapers - Automatically populate GST Adjustments

    41 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Mandy Hamilton supported this idea  · 

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

    144 votes

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    submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mandy Hamilton supported this idea  · 

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

    158 votes

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    submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  11. Financial Statements - move copy and edit button

    14 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing the idea here, however, we're going to move this idea to not planned as we don't have any plans of moving the placement of the 'Copy and edit' button within a report. 

    You'll find within all Xero's reports the bottom options bar is frozen, so you can find this option permanently on the page. 

    Mandy Hamilton supported this idea  · 

  12. Workpapers - automated page breaks in notes

    25 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Mandy Hamilton supported this idea  · 

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

    25 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Mandy Hamilton supported this idea  · 
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