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31 results found

  1. Reports - Add custom reporting template

    33 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Audrey Connelly supported this idea  · 

  2. Report Templates | Report Codes - Search Function on page

    20 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Audrey Connelly supported this idea  · 

  3. Report Templates - Livestock trading statement

    107 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Audrey Connelly commented  · 

    Agree, we have clients with stud horses, and its just a nightmare, with stock numbers etc
    Not small farm friendly at all, figured is not always suitable or cost effective for small guys

  4. Chart of Accounts - Bulk delete archived codes

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Audrey Connelly shared this idea  · 

  5. Reconciliation: Remove archived accounts from drop-down menu

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Audrey Connelly supported this idea  · 

  6. Cash coding - Filter and Search

    54 votes

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    24 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Audrey Connelly commented  · 

    By date also is a MUST

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    Audrey Connelly commented  · 

    would be a great time saver

    Audrey Connelly supported this idea  · 

  7. Xero HQ - Report template - option to include a custom column similar to custom row

    24 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Audrey Connelly commented  · 

    yes please

    Audrey Connelly supported this idea  · 

  8. Hubdoc - Convert bank statement to csv file

    281 votes

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    50 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

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    Audrey Connelly commented  · 

    yes , be great , please bring down under ;)

    Audrey Connelly supported this idea  · 

  9. Report Codes - Custom or more User defined

    192 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Audrey Connelly supported this idea  · 

  10. Bank Reconciliation: Search for transactions across all accounts

    216 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. 

    Audrey Connelly shared this idea  · 

  11. Manual Journals - Automate process of journaling income allocations for stakeholders

    5 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Audrey Connelly shared this idea  · 
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