Settings and activity

26 results found

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

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   submitted  ·  1 comment  ·  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. Group details update - sync to other programs

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Barbara Gailey supported this idea  ·  22 December, 2023

4. 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

5. 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

6. 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

7. 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

8. 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

9. Workpapers - Rearrange support documents in workpaper

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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. 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

11. 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

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

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

13. Workpapers - Highlight accounts that need attention

    26 votes

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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 - 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

15. 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

16. Workpapers - add a calculator tool

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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

17. Workpapers - Integrate with the Xero trial balance

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Barbara Gailey supported this idea  ·  20 October, 2023

18. 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

19. Workpapers - Roll forward to the next years workpapers

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  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.

    Barbara Gailey supported this idea  ·  20 October, 2023

20. 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