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6 results found

  1. Practice Manager - Display Name for clients

    31 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jake McElwaine commented  · 

    This would be great if there was a simple check box for invoicing in XPM that you could either use the display name for entities or use the clients name for individuals. It would also be great if XPM could actually recognise the clients name in Xero blue even if it isn’t last name first. This is an easy but crucial feature that XPM should cater for.

    Jake McElwaine supported this idea  · 

  2. XPM - Reassign client in bulk

    78 votes

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    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jake McElwaine commented  · 

    This would be great to have and it would save so much time. For example you could create a bulk lot of clients for quarterly BASs and set them up as recurring.

    Jake McElwaine supported this idea  · 

  3. Contacts - Allocate a contact as a supplier, customer, or both

    36 votes

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    19 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jake McElwaine supported this idea  · 
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    Jake McElwaine commented  · 

    We are using minutedock to do our timesheets and to enable it to sync to Xero I have selected customers opposed to bringing all my suppliers in as well. The issue is I can not add time without creating an invoice first in which is really quite frustrating.

  4. Trial Balance - Enable "Edit Layout"

    11 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jake McElwaine supported this idea  · 

  5. Find and Recode - Include option to Remove and Redo

    20 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jake McElwaine commented  · 

    This would save our firm hours of time due to clients not coding transfers between bank accounts properly. If there was a Find and Recode with remove and redo would be amazing. This could also work if there was this function within the bank statements tab as well.

    Jake McElwaine supported this idea  · 

  6. Reports: Support for charity reporting

    32 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jake McElwaine commented  · 

    It would be great to have compliant financial statements for Not For Profits such as Simplified Disclosures. Many other software providers have these such as APS and Sage etc.

    Jake McElwaine supported this idea  ·