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13 results found

  1. Bank | Ability to reconcile period - Regions outside CA and US

    77 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.

    If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!

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

    47 votes

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

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

    20 votes

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

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

    257 votes

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

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    WAYNE SELVEY supported this idea  · 

  5. Bank Reconciliation: Search for transactions across all accounts

    232 votes

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    29 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  · 

  6. XPM - Add multiple email addresses for client

    389 votes

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

    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

    WAYNE SELVEY supported this idea  · 

  7. Practice Manager - Dashboard for client bank feed status

    94 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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

    119 votes

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    10 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  ·  2 comments  ·  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

    88 votes

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    In development  ·  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

    28 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    WAYNE SELVEY shared this idea  ·