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13 results found
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519 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Naomi Dunne
supported this idea
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An error occurred while saving the comment -
54 votesNaomi Dunne
supported this idea
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126 votes
An error occurred while saving the comment Naomi Dunne
commented
This is a basic function that MYOB did well 15+ years ago. Xero livestock is very clunky and there is a lot of room for errors as it is painfully a manual process.
An error occurred while saving the comment Naomi Dunne
commented
Thank you Brendan - this has been a weakness that we noticed since we moved accross to Xero. The livestock schedule as a whole is weak.
Naomi Dunne
supported this idea
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37 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
An error occurred while saving the comment Naomi Dunne
commented
It would be a great feature in both invoices and bills, anything to get the idea implemented. Reason previously supplied.
An error occurred while saving the comment Naomi Dunne
commented
This would be invaluable at year end to add up the accounting fees paid (via our practice subscription) for each client, to confirm the tax deductionfor accounting fees.
It would also be very helpful for business to see at a glance the historic payment days. Ie. If a customer is regularly paying in 45 days instead of 14, it would help with customer priorities.
Naomi Dunne
supported this idea
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133 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Naomi Dunne
supported this idea
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238 votes
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.
Naomi Dunne
supported this idea
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162 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Naomi Dunne
supported this idea
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298 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Naomi Dunne
supported this idea
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392 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Naomi Dunne
supported this idea
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Naomi Dunne
supported this idea
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132 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Naomi Dunne
supported this idea
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13 votes
An error occurred while saving the comment Naomi Dunne
commented
We are starting to utilise the Xero email function to push PDF attachments through to files, to then either raise a bill or spend money.
For ease could it be possible to show the number of documents that need attention ie. Files (8) when we drop down on the client name?
Naomi Dunne
supported this idea
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5 votesNaomi Dunne
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We have case where a partnership has ceased and started as sole trader. It would be handy to be able to export/import the bank rules to the new sole trader file from the old as the the business, suppliers and customers remain unchanged between the 2 files.
It would also be handy as we are in a rural area to have a master chart of rules for obvious drawings, bank fees, interest etc.