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  1. 2 votes

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    Hi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…

    Stewart Anderson shared this idea  · 
  2. 60 votes

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    Stewart Anderson supported this idea  · 
  3. 7 votes

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    Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.

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    Stewart Anderson commented  · 

    Hi, I'm not sure where these reports are?

    I just want to be able to have a report where each invoice has 1 summary line of amount of invoice and amount owing, rather than it itemising each line on the invoice, which then means if you're trying to get totals it duplicates the total amounts meaning that the total is wrong.

    Stewart Anderson shared this idea  · 
  4. 76 votes

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    Stewart Anderson commented  · 

    Please put back/forward/page arrows at the top of the bank reconcilation page as well as at the bottom.

    Stewart Anderson supported this idea  · 
  5. 24 votes

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    Stewart Anderson commented  · 

    The default category for Corporation Tax on the P&L is Administrative Costs.

    There is a Taxation section with no account codes categorised.

    Please could you move the default for Corporation Tax to be Taxation so that I don't need to move it on every single client.

    Stewart Anderson supported this idea  · 
  6. 4 votes

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    Stewart Anderson shared this idea  · 
  7. 1 vote

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    Stewart Anderson shared this idea  ·