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13 results found

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

    52 votes

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

    Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

    We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

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

    46 votes

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    submitted  ·  3 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

    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  · 

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

    250 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    WAYNE SELVEY supported this idea  · 

  5. Bank Reconciliation: Search for transactions across all accounts

    219 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  · 

  6. XPM - Add multiple email addresses for client

    366 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  · 

  7. 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  · 

  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

    113 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

    26 votes

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