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10 results found

  1. XPM Timesheets - Timesheet templates

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Angela Smart supported this idea  · 

  2. XPM | AU Tax - Automatically email lodgment confirmation to clients

    41 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Angela Smart supported this idea  · 

  3. Practice manager | Clients - History (new clients and amendments)

    40 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Angela Smart supported this idea  · 

  4. Xero Tax(AU) - Tab for Returned

    16 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Angela Smart supported this idea  · 

  5. XPM - Add multiple email addresses for client

    291 votes

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    submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Angela Smart supported this idea  · 

  6. Xero Sign - Send copy to self

    62 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Angela Smart supported this idea  · 

  7. Document Packs - Edit sent pack

    90 votes

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    28 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

    Angela Smart supported this idea  · 

  8. Report Templates - Ability to add any report

    165 votes

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    submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Angela Smart commented  · 

    Agreed!

    Angela Smart supported this idea  · 

  9. Report Packs - Ability to include GST Return, GST Reconciliation and General Ledger Reports

    130 votes

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    12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;

    • General Ledger Detail 
    • General Ledger Summary 
    • General Ledger Exceptions
    • Tax Depreciation Schedule


    We currently have no plans to make other reports available in report templates.

    An error occurred while saving the comment
    Angela Smart commented  · 

    This came up in our bookkeeping meeting yesterday. Second this motion!

    Angela Smart supported this idea  · 

  10. XPM - Add Pause button

    137 votes

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    7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the detail around the different scenarios a pause function for the timer would help with.


    Our team have been taking interest in ideas in the forums here. 

    With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.


    As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.

    Angela Smart supported this idea  ·