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6 results found

  1. XPM | Job Manager - Budget % based on Dollars $ not time

    15 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Justine Vorich shared this idea  · 

  2. XPM - Add multiple email addresses for client

    375 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Justine Vorich supported this idea  · 

  3. Workpapers - Integration of bank statement request portal

    108 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Justine Vorich supported this idea  · 

  4. Practice Manager | Clients - Date of death field for client details

    252 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

    Justine Vorich supported this idea  · 

  5. Workpapers - Ability to use Custom Excel Templates

    160 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Justine Vorich supported this idea  · 

  6. Fixed Assets | General Pool Write Off

    132 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the traction this idea's gained - Thanks for your support, everyone.

    Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central

    We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.

    That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.

    Justine Vorich supported this idea  ·