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7 results found

  1. Xero HQ | User Roles - Copy client access from one staff to another

    14 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    162 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 
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    Olivia Jennifer Abreo commented  · 

    Need ability to search by description. Rest all are available.

  3. Hubdoc - Convert bank statement to csv file

    226 votes

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    42 comments  ·  For accountants & bookkeepers » Hubdoc  ·  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!

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    Olivia Jennifer Abreo commented  · 

    Need more banks-Bank of America, Timberland Bank, US Bank

    Olivia Jennifer Abreo supported this idea  · 

  4. Bank Reconciliation - Repeating spend & receive money transactions

    126 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

  5. Practice Manager - Highlight/banner for notes

    121 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

  6. Audit Trail Report

    347 votes

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    submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

  7. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    224 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  ·