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← Share and support customer ideas for Xero

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7 results found

  1. Practice Manager | Jobs Manager - Ability to add or delete columns

    4 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

    Erica - Omokoroa Accounting supported this idea  · 

  2. XPM - Notes & Fonts option on Recurring jobs

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Erica - Omokoroa Accounting supported this idea  · 

  3. XPM | Job Manager - Attach Documents and Notes to Recurring Jobs

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Erica - Omokoroa Accounting supported this idea  · 

  4. Practice Manager | Jobs - Add custom fields to recurring jobs

    14 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Erica - Omokoroa Accounting supported this idea  · 

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

    52 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Erica - Omokoroa Accounting supported this idea  · 

  6. Practice Manager | Ability to customize the Dashboard

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Erica - Omokoroa Accounting supported this idea  · 

  7. Reporting - File Attachment Report

    271 votes

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    91 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

    An error occurred while saving the comment
    Erica - Omokoroa Accounting commented  · 

    Yes, this is totally what I am looking for too. I often look for files / invoices from clients but don't always know if they have attached the receipt or not and waste a lot of time searching for them. This would be a great time saver, so I can easily see what clients have provided. (I notice there are few other ideas submitted with the same request - so in total a lot more votes than what is just on this idea).