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  1. 17 votes

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    Hi all, I'm pleased to let you know we've progressed work, and are now in the development phase for this request.

    To be clear, we're not planning to allow "current date" to be inserted in reports at the client level, rather, we'll be changing the behaviour of Report Fields so they always stay connected, meaning the date will continue to automatically update.

    We look forward to sharing another update with you all in the new year. 😊

    Raj Mahajan supported this idea  · 
  2. 31 votes

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     ·  9 comments  ·  Practice tools  ·  Admin →
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    Raj Mahajan supported this idea  · 
  3. 18 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Raj Mahajan supported this idea  · 
  4. 300 votes

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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!

    Raj Mahajan supported this idea  · 
  5. 45 votes

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    Hey everyone, thanks again for your support in this idea. We've made more moves in this space with work now underway to make a change to how report fields work.

    We'll be making these non editable within a report once a Report field's been added and run on a report at the client level, so they maintain their auto updating capabilities.

    I'll be back again to let you know when this rolls out next year!

    Raj Mahajan supported this idea  · 
  6. 38 votes

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    Hey team, we appreciate the feedback we've received and the support this idea has.

    Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks

    Raj Mahajan supported this idea  · 
  7. 57 votes

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    Raj Mahajan supported this idea  · 
  8. 326 votes

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    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

    Raj Mahajan supported this idea  · 
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    Raj Mahajan commented  · 

    important

  9. 21 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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    Raj Mahajan commented  · 

    Can we have this available ASAP.

    Raj Mahajan supported this idea  · 
  10. 203 votes

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    Raj Mahajan commented  · 

    extremely important to allow partial payments from credit cards.

    Raj Mahajan supported this idea  ·