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  1. Report Templates | Copy - Client to practice, or client to client

    70 votes

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    26 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

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    Ross Jensen commented  · 

    Many reporting platforms now have the ability to copy reports directly to the clipboard - this would be great to skip the download-and-open-an-Excel-file intermediate step, when in many cases we are looking to drop the data directly into another spreadsheet or workbook.

    Ross Jensen supported this idea  · 

  2. Bills - Flag a Bill as 'in dispute / query'

    1,296 votes

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    369 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

    While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

    Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

    We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

    The new bills approval flow which we’re currently developing is an example of this - once available admins…

    Ross Jensen supported this idea  · 

  3. Expenses - Prevent users from submitting expense claims for locked periods

    28 votes

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    submitted  ·  11 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    Ross Jensen commented  · 

    I agree - even a function for Xero to edit posting date to lock date +1 rather than having to edit the EP

    Ross Jensen supported this idea  ·