Settings and activity
11 results found
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79 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Sharnette Josephs
commented
Thank you Kelly, i am getting just a little frustrated that Xero asks for ideas but then the answer seems to be the same: Good idea but yeah nah, not doing it. Not happy, this idea seems not that complicated to me..........
Sharnette Josephs
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65 votesSharnette Josephs
supported this idea
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218 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Sharnette Josephs
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92 votesSharnette Josephs
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111 votesSharnette Josephs
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31 votesSharnette Josephs
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An error occurred while saving the comment Sharnette Josephs
commented
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
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362 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
An error occurred while saving the comment Sharnette Josephs
commented
We often have clients with bookkeepers and other individuals involved in the business that need to see BAS or such information but not the personal tax details, a drop down pick list would be perfect
Sharnette Josephs
supported this idea
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153 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Sharnette Josephs
supported this idea
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248 votesSharnette Josephs
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21 votesSharnette Josephs
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7 votesSharnette Josephs
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Unfortunately, Xero is going down the path of not listening to the end user whilst ever increasing prices. Maybe you need to poach someone from BGL to get better functionality in your program.