Settings and activity

10 results found

1. Reports - View bank reconciliation narration in account transaction report

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   submitted  ·  19 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Marc Reiffel supported this idea  ·  03 February, 2026

2. Account transactions report - Show description of transaction line

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   194 votes

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

   Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.

   While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.

   We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.

   • For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
   • For all other accounts, it shows the contact’s name and the item line description.
   • As manual journals don’t have contacts, it shows narration and description.
   • For wage payments, Payroll Employee displays in place of the employee's name.

   We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.

   Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.

   While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.

   We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.

   • For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
   • For all other accounts, it shows the contact’s name and the item line description.
   • As manual journals don’t have contacts, it shows narration and description.
   • For wage payments, Payroll Employee displays in… more
   Marc Reiffel supported this idea  ·  03 February, 2026

3. Practice Manager | Client Report - Include primary contact

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   submitted  ·  16 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Marc Reiffel supported this idea  ·  19 September, 2024

4. XPM - Relationship option for 'Unitholders'

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   submitted  ·  5 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Marc Reiffel supported this idea  ·  27 February, 2024

5. User access - Administrators HQ access to client files

   8 votes

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   2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we understand and appreciate the concerns around permission sets and giving staff access to clients. The Xero Partner Hub will introduce new permissions with more granularity to control what your staff can see and access within client files. These permissions will be independent of the practice role and can be assigned to anyone.

   The Admin role will continue to have automatic access to practice owned orgs, however you may like to consider whether existing staff still need this permission or if they can instead be given the Standard role with additional permissions for managing Clients or Staff. I'll return to share as this goes live. Thanks

   Marc Reiffel supported this idea  ·  16 January, 2024

6. XPM - Option to rename and/or disable unwanted "Business Structure" types

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Marc Reiffel supported this idea  ·  31 August, 2023

7. Practice Manager - Re-order multiple jobs on one invoice

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   submitted  ·  5 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Marc Reiffel shared this idea  ·  27 April, 2023

8. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

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   submitted  ·  2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Marc Reiffel supported this idea  ·  27 April, 2023

9. XPM - move timesheet entries between tasks/jobs from within a draft invoice.

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Marc Reiffel shared this idea  ·  19 February, 2023

10. Practice Manager | Jobs - Open recurring job on completion of previous job

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    submitted  ·  3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Marc Reiffel commented  ·  10 February, 2023  ·  Edit…  ·  delete…

    Please implement

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    Marc Reiffel shared this idea  ·  10 February, 2023