Settings and activity
13 results found
-
115 votes
Alana Hamson
supported this idea
·
-
9 votesAlana Hamson
supported this idea
·
-
74 votesAlana Hamson
supported this idea
·
-
250 votesAlana Hamson
supported this idea
·
-
16 votes
An error occurred while saving the comment Alana Hamson
supported this idea
·
-
150 votesAlana Hamson
supported this idea
·
-
34 votes
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
An error occurred while saving the comment Alana Hamson
commented
I agree with other comments that QBO have this feature and it serves the purpose of saving time in a much better way! It's like there's been half a job at automation here. If we've setup a bank rule, we should have the option of them reconciling automatically as well. Otherwise you sit and press 'ok' or cashcode and it's such a boring time-consuming task that you try to do as quickly as possible, so it doesn't really work as a checking process anyway.
Alana Hamson
supported this idea
·
-
3 votesAlana Hamson
shared this idea
·
-
2 votesAlana Hamson
shared this idea
·
-
13 votes
An error occurred while saving the comment Alana Hamson
commented
This is a key missing piece of the puzzle from Xero! The 'client code' box in Xero HQ is not linked to anything and not reportable so it's completely useless and ALL accountancy practices use client codes to lookup their clients' attributes e.g. who the manager and partner is.
It would also be good to fill it in once here, and then for it to pre-populate the 'client code' box in the billing and subscriptions area, if we are the subscriber for the Xero licence.
Xero preach efficiencies through integrations, and not having to fill data in multiple times in multiple locations, so it would be good to get this sorted.
Alana Hamson
supported this idea
·
-
31 votesAlana Hamson
supported this idea
·
-
19 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
An error occurred while saving the comment Alana Hamson
commented
It would also be good to see which clients haven't been assigned to a group yet by having an 'unassigned' section. Otherwise you have no idea if your groupings are complete and reliable.
Alana Hamson
supported this idea
·
-
8 votesAlana Hamson
supported this idea
·
This feature was on the Old Reports, but not on the New Reports :( Seems very backwards!