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10 results found

  1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    225 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Greg Caudell commented  · 

    This would be life changing. Xero lets us attach support to just about every transaction. It would be great if we could lock down a reconciliation and attach a pdf of the statement to which we reconciled. This is maybe the only thing that QBO does better than Xero.

    Greg Caudell supported this idea  · 

  2. Bank account - Attach bank statement into Bank account

    9 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Greg Caudell commented  · 

    This is a great idea and perhaps the only thing that QBO does better than Xero. Now that HubDoc will no longer pull statements from anywhere, it would be great to be able to "publish" a bank reconciliation once complete and attach a pdf of the statement. I'd be happy to attach the file. I'm nto talking about anything automated or fancy here.

    Greg Caudell supported this idea  · 

  3. Published Reports - Save with custom filters

    22 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Greg Caudell supported this idea  · 

  4. Reports - Notify users when reports are published to an organisation

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Greg Caudell shared this idea  · 

  5. XPM - Option to Publish a report dashboard for clients

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Greg Caudell commented  · 

    This would be incredible! Xero should jump right on this!

    Greg Caudell supported this idea  · 

  6. Practice Manager - Link Jobs to Workpapers

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Greg Caudell supported this idea  · 

  7. Workpapers - Integrate with the Xero trial balance

    80 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Greg Caudell commented  · 

    What a great suggestion! If the workpapers specify the Xero Client and period, they TB should be automatically loaded when the workpaper is initially created. After creation of the workpapers, only manual updates should be allowed.

    Greg Caudell supported this idea  · 

  8. Workpapers - Prepare on Cash basis

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Greg Caudell commented  · 

    Workpapers would be so useful if they could match the client's reporting method/preference.

    Greg Caudell supported this idea  · 

  9. Invoices/Bills - Feature to 'write off' as bad debt

    598 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Greg Caudell supported this idea  · 

  10. Invoices: Set due date as from receipt of invoice instead of from creation

    4 votes

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    submitted  ·  1 comment  ·  For small businesses  ·  Admin →
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    Greg Caudell commented  · 

    Yes Please!

    Greg Caudell supported this idea  ·