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6 results found

  1. XPM - Replace the fax number field with mobile phone number

    67 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ralph-Peter Hendriks commented  · 

    This is a no brainer and shouldn't be difficult or take years to put in place.

    Ralph-Peter Hendriks supported this idea  · 

  2. Xero HQ - Transfer/copy reports between practices & organisations

    204 votes

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    59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

    Ralph-Peter Hendriks supported this idea  · 
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    Ralph-Peter Hendriks commented  · 

    It would be useful if, as an accountant, you could copy reports from one organisation to another, without having to create a Report Template. So, I envisage a button saying, "Import report from another organisation", which takes you to a screen to select the other organisation, then takes you to a list of reports in the other organisation which can be copied.

  3. Practice Manager - "All" tab on tax payments screen

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ralph-Peter Hendriks shared this idea  · 

  4. Reports - Show payee in GST Audit report

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ralph-Peter Hendriks shared this idea  · 

  5. Invoices: Repeating Invoices - Bulk Import/Export

    259 votes

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    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
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    Ralph-Peter Hendriks supported this idea  · 

  6. Report Templates | Copy - Client to practice, or client to client

    60 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.

    While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.

    For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.

    Ralph-Peter Hendriks supported this idea  · 
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    Ralph-Peter Hendriks commented  · 

    Excellent idea.