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71 results found

  1. Attach documents to journals posted through Xero Workpapers

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sasha Nicely supported this idea  · 

  2. Workpapers

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  3. Xero Workpapers - Import supporting docs from Xero HQ Ask queries

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sasha Nicely supported this idea  · 

  4. Workpapers - Bulk upload attachments to queries

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  5. Xero Workpapers - Being able to group entities into one client folder for related entities

    34 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  6. User Roles: Workpapers - Ability to give 'read only' access

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sasha Nicely supported this idea  · 

  7. Xero Workpapers - Actual Updates to the Product

    5 votes

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

    Appreciate feeling that this part of the product hasn't got as much attention as you'd like to see, Colin.

    As you may understand some of our product team do look after and develop for multiple areas across Xero. While I can't share any direct works planned for this space atm, I want to assure you that your feedback has been shared back with the team and we are continually reviewing and advocating our customers ideas from the forums here with our product teams.

    Sasha Nicely supported this idea  · 

  8. Workpapers - Client Queries

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  9. Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  10. Workpapers - Enable use for non-Xero clients

    11 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sasha Nicely supported this idea  · 

  11. Workpapers - Ability to copy a pack

    8 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  12. Workpapers - Import client Trial Balance

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sasha Nicely supported this idea  · 

  13. Document Packs - Import into Workpapers

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Sasha Nicely supported this idea  · 

  14. Workpapers - Integrate with the Xero trial balance

    86 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  15. Workpapers - Roll forward to the next years workpapers

    96 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Sasha Nicely supported this idea  · 

  16. Workpapers for Individual Tax Returns

    7 votes

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    1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  17. Bank Rules - Ability to import and export

    479 votes

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    90 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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    Sasha Nicely commented  · 

    Import Bank Rules, to allow us to create the same rules across multiple client lists

    Sasha Nicely supported this idea  · 

  18. Xero sign - Simplify client login for signing documents

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  19. Subscription - Have an itemised subscription invoice by Xero Organisation

    18 votes

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    2 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

    Sasha Nicely supported this idea  · 

  20. Subscription - 24 hour cancellation period

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Sasha Nicely supported this idea  · 
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