Settings and activity

25 results found

1. XPM - Bill multiple clients in a group from the client group

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Barbara Gailey shared this idea  ·  23 May, 2024

2. XPM - Create a registered office field on contact details for companies

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  22 December, 2023

3. Practice Manager - Show tax payment notices in client's Dashboard

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Barbara Gailey shared this idea  ·  15 December, 2023

4. Workpapers - Include square metre rate calculation for home office workapapers

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  20 October, 2023

5. Workpapers - Integration of bank statement request portal

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  20 October, 2023

6. Workpapers - Inter-Entity

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  20 October, 2023

7. Workpapers - Bulk upload attachments to queries

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  20 October, 2023

8. Workpapers - Rearrange support documents in workpaper

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   In development  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  20 October, 2023

9. User Roles: Workpapers - Ability to give 'read only' access

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  20 October, 2023

10. Workpapers | Entertainment - Mark clients as Non-GST

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

11. Workpapers - Ability to set period that workpaper is run across

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    In development  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

12. Workpapers - Highlight accounts that need attention

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

13. Workpapers - Ability to edit to meet compliance needs

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

14. Workpapers - Customised by Entity type

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

15. Workpapers - add a calculator tool

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

16. Workpapers - Integrate with the Xero trial balance

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

17. Workpapers - Automatically populate GST Adjustments

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

18. Workpapers - Roll forward to the next years workpapers

    106 votes

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

19. Workpapers - Export & print linked files

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

    
    

    Barbara Gailey supported this idea  ·  20 October, 2023

20. Workpapers - Ability to use Custom Excel Templates

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

    
    

    Barbara Gailey supported this idea  ·  20 October, 2023