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

    60 votes

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

    Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.

    While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.

    For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.

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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'

    1,167 votes

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    280 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    Ross Jensen supported this idea  · 

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

    12 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  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  ·