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  1. Fixed Assets - Dispose multiple assets at once

    428 votes

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    108 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for all your valuable feedback and support on this idea here.

    It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.

    Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.

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    Lachlan Brownlee-Roberts commented  · 

    Need this

    Lachlan Brownlee-Roberts supported this idea  · 

  2. Practice Manager - Ability to merge contacts (not clients)

    71 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Lachlan Brownlee-Roberts supported this idea  · 
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    Lachlan Brownlee-Roberts commented  · 

    yeah this would be great!

  3. Xero HQ - Combine custom reports with Adviser report

    22 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Lachlan Brownlee-Roberts supported this idea  · 

  4. Report Templates - Ability to add any report

    299 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    Lachlan Brownlee-Roberts supported this idea  ·