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27 results found

  1. Bank Reconciliation: Search for transactions across all accounts

    212 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Kate McArthur supported this idea  · 

  2. AU Tax | Company Return - Pull Client ABN, ARBN Field

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate McArthur supported this idea  · 

  3. Practice Manager | Client - Date of Birth

    152 votes

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

    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. 

    Kate McArthur supported this idea  · 

  4. Practice Manager | Client List - Export with all data

    38 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate McArthur supported this idea  · 

  5. Practice Manager | Clients - Date of death field for client details

    246 votes

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    submitted  ·  23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate McArthur supported this idea  · 

  6. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    94 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate McArthur supported this idea  · 

  7. XPM - Add multiple email addresses for client

    357 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Kate McArthur supported this idea  · 
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