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  ·  8 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

    108 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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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Barbara Gailey supported this idea  ·  20 October, 2023