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← Share and support customer ideas for Xero

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14 results found

  1. Profit & Loss report | Custom - Ability to format formulas

    80 votes

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    submitted  ·  10 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Aisha Short commented  · 

    Very important!!!

    Aisha Short supported this idea  · 

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

    8 votes

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    1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Aisha Short supported this idea  · 

  3. Quote - Ability to have quote reminder

    497 votes

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    145 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

    Aisha Short supported this idea  · 

  4. Document Packs - Signature placement

    27 votes

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    1 comment  ·  Practice tools  ·  Admin →
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  5. Workpapers - Integration of bank statement request portal

    112 votes

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    4 comments  ·  Practice tools  ·  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.

  6. NZ Tax - Auto assessments

    27 votes

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    1 comment  ·  Practice tools  ·  Admin →
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  7. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  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.

  8. Workpapers - Ability to edit to meet compliance needs

    43 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  9. Workpapers - Automatically populate GST Adjustments

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  10. Fixed Assets - Ability to include additions to existing assets

    148 votes

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    submitted  ·  26 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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  11. Navigation - Buttons at top to navigate between pages of a list

    161 votes

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    submitted  ·  33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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  12. Financial Statements - move copy and edit button

    14 votes

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    0 comments  ·  Reports & tax » Reporting  ·  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. 

  13. Workpapers - automated page breaks in notes

    25 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  14. Tax Workpaper - Imputation credit for "tax provision per P&L"

    25 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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