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7 results found

  1. Practice tools | New Client - Option to add Staff

    41 votes

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    7 comments  ·  Practice tools » Clients  ·  Admin →
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    Michelle Kinscher supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    300 votes

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    55 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Michelle Kinscher supported this idea  · 

  3. Workpapers - Inter-Entity

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Michelle Kinscher supported this idea  · 

  4. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Michelle Kinscher supported this idea  · 

  5. Practice Manager - Relationship Type

    185 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Michelle Kinscher supported this idea  · 

  6. Xero Tax(AU) - Edit cover letter

    30 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Michelle Kinscher supported this idea  · 

  7. Practice Manager | Report - Client Search

    21 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Michelle Kinscher supported this idea  ·