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4 results found

  1. Document pack - Select email to receive notification for signed pack

    17 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Natasha Sampson-Ly supported this idea  · 

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    610 votes

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    175 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Natasha Sampson-Ly supported this idea  · 

  3. AU Payroll - Shearers tax scale

    17 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Natasha Sampson-Ly supported this idea  · 

  4. Bills | Outstanding bills - Link & access for suppliers to view outstanding bills

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Natasha Sampson-Ly commented  · 

    Presently the feature where you click on the online bill link when a supplier sends a bill has the option to review Recent Bills in the top left corner. When we click on it we get the error saying we "don't have permission to view this page". After liaising with Xero Support, they advise that you have to be named on the bill to have access to view Recent Bills online. I would love to see this opened up to registered Xero Partners/Bookkeepers so that we can obtain previous bills for our clients which may be missing when we are doing reconciliation work. It saves time having to go back to the client, to ask them to go back to their supplier to request the missing document.

    Natasha Sampson-Ly supported this idea  ·