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4 results found

  1. Practice Manager - Re-ordering of tasks on a job

    27 votes

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    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminSophie Lewis (Admin, Xero) responded

    Thanks for sharing your idea regarding manual reordering of tasks on a job.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Colette King commented  · 

    This is another strange decision by Xero to remove a useful function for no apparent reason. Please restore this functionality ASAP. Thanks

    Colette King supported this idea  · 

  2. Practice Manager - Milestones option to view at the top.

    7 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Colette King supported this idea  · 

  3. Audit Trail Report

    564 votes

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    submitted  ·  84 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Colette King supported this idea  · 

  4. Hubdoc - lock dates feature

    50 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Colette King commented  · 

    This can cause big problems as clients can post transactions into locked periods and potentially change figures in prior years accounts! As we know Hubdoc bills can be published to 'Draft' which eliminates this problem, but there is no way to set Hubdoc to do this as default. So, clients can still publish straight through to 'Awaiting payment' which is how this issue occurs. Please update the setting ASAP.

    Colette King supported this idea  ·