Settings and activity

15 results found

1. Workpapers - Ability to add more users

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Paulette Williams supported this idea  ·  11 March, 2024

2. Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation

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   1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Paulette Williams shared this idea  ·  19 September, 2023

3. Workpaper - Ability to select defaults

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

4. Workpapers - Ability to edit Internal queries

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

5. Workpaper | Fringe Benefits - Motor Vehicle private use

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

6. Document Packs - Import into Workpapers

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

7. Workpapers - Highlight accounts that need attention

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

8. Workpapers - Prepare on Cash basis

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

9. Workpapers - Option to show Decimal Places

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Paulette Williams supported this idea  ·  19 September, 2023

10. Workpapers - Client Queries

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Paulette Williams supported this idea  ·  19 September, 2023

11. Workpapers - Ability to add a note function to each account

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Paulette Williams supported this idea  ·  19 September, 2023

12. Workpapers - Rearrange support documents in workpaper

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Paulette Williams supported this idea  ·  19 September, 2023

13. Workpapers - Ability to use Custom Excel Templates

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Paulette Williams supported this idea  ·  19 September, 2023

14. Workpapers: Notify when Review is Complete

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Paulette Williams supported this idea  ·  19 September, 2023

15. Customer Statement - Automated statements for contacts

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    114 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress. 

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's… more

    Paulette Williams supported this idea  ·  05 August, 2022