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13 results found

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

    44 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

    214 votes

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    submitted  ·  21 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

    206 votes

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    26 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

    347 votes

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

  6. Practice Manager - Dashboard for client bank feed status

    90 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

    74 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
    ✍️If you'd like to be a part of this please fill in this short questionnaire.
    Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
    We'll round back to share any progress with you all on the idea here.

    WAYNE SELVEY supported this idea  · 

  8. Workpapers - Import client Trial Balance

    4 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

    78 votes

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    6 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

    6 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

    85 votes

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    submitted  ·  6 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

    22 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    WAYNE SELVEY shared this idea  ·