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13 results found

  1. XPM | AU Tax - Automatically email lodgment confirmation to clients

    45 votes

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

  2. AU Tax | Company Return - Pull Client ABN, ARBN Field

    19 votes

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

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

    248 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  4. Bank Reconciliation: Search for transactions across all accounts

    218 votes

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

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    WAYNE SELVEY supported this idea  · 

  5. XPM - Add multiple email addresses for client

    362 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.

    WAYNE SELVEY supported this idea  · 

  6. Practice Manager - Dashboard for client bank feed status

    92 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  7. Bank Reconciliation - Reconcile against Statement

    80 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    WAYNE SELVEY supported this idea  · 

  8. Workpapers - Import client Trial Balance

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  9. Reporting - Seperate Expenses on Profit & Loss

    112 votes

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    9 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  10. Report templates - Option to include report fields for Net Profit before & after tax

    7 votes

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

  11. Trial balance | Cash basis - Show depreciation

    4 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  12. Workpapers - Integrate with the Xero trial balance

    87 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  13. Reports: Show net profit or loss on Trial Balance report

    25 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    WAYNE SELVEY shared this idea  ·