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Settings and activity

34 results found

  1. Management report pack - Add Activity Statement

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Katina Grieff supported this idea  · 

  2. AU Payroll - Create payroll reporting pack

    35 votes

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    6 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual solution…
    Katina Grieff supported this idea  · 

  3. Report Templates - Add Payroll reports and tracking summary

    23 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Katina Grieff supported this idea  · 

  4. AU Payroll | Timesheet - Ability to add allowances

    121 votes

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    30 comments  ·  For small businesses » Payroll  ·  Admin →
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    Katina Grieff supported this idea  · 

  5. Practice Manager - Bulk Data Updates

    43 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  6. Practice Manager - Add date to apply custom task rates

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  7. XPM - ABN field for Custom Templates

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff shared this idea  · 

  8. Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)

    12 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  9. XPM - Invoice Pay Now function

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  10. Practice Manager - Search custom fields

    14 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  11. Practice Manager - Email Template for sending invoices

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff commented  · 

    It would be great to be able to create templates emails for sending stuff from XPM. Currently you can only include a standard signiture.

    Katina Grieff supported this idea  · 

  12. Document Packs - Send me a copy of the email

    38 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Katina Grieff supported this idea  · 

  13. Job Manager - Ability to set a job to private

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff shared this idea  · 

  14. Xero Practice Manager - Create recurring job from existing task

    39 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff commented  · 

    Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.

    An error occurred while saving the comment
    Katina Grieff commented  · 

    Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.

    Katina Grieff supported this idea  · 

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

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff shared this idea  · 

  16. XPM - Bulk Import of Recurring Jobs

    53 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  17. Practice Manager - Bulk Completion of Jobs

    16 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  18. Practice Manager | Add Office 365 (sharepoint) as a document management option

    17 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  19. Practice Manager | Client reporting - Field mapping

    13 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 

  20. Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)

    15 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Katina Grieff supported this idea  · 
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