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8 results found

  1. Xero Practice Manager - Create recurring job from existing task

    39 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Leonide Madore supported this idea  · 

  2. XPM - Merge clients

    15 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Leonide Madore supported this idea  · 
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    Leonide Madore commented  · 

    I agree totally

  3. XPM - Edit 'to-do' list items

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Leonide Madore commented  · 

    Would be very useful indeed!!

    Leonide Madore supported this idea  · 

  4. XPM - Default staff checkbox as ticked when allocated to a job

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Leonide Madore commented  · 

    We should be able to assign staff to a job Task in XPM so that it would always default to that staff when we enter time on a timesheet, with the option to change the staff name of course.

    Leonide Madore supported this idea  · 

  5. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

    767 votes

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    182 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

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    Leonide Madore commented  · 

    Without comment because it is so critically basic & urgent

    Leonide Madore supported this idea  · 

  6. Fixed asset - Create from prepayment

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Leonide Madore shared this idea  · 

  7. Projects | Task - Dropdown list

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Leonide Madore shared this idea  · 

  8. Chart of Accounts - Edit / Add account types

    5 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Leonide Madore commented  · 

    I would like to change the General Ledger account type from Fixed Assets to Capital assets. Also, i would like to use Capital Assets instead of Fixed Assets under the Fixed Assets management section. Capital Assets is really the applicable term because not all Capital Assets are Fixed Assets. For instance, a tractor is mobile & Capital asset, but not mobile & Fixed asset.

    Leonide Madore shared this idea  ·