Settings and activity

31 results found

1. Global Pay Run - Grouping Pay Run Items into Years

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

2. Report Templates | Fixed Asset Schedule - Tax & Accounting

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

3. Fixed Assets - Option to Show Depreciation Expense in Cash Basis Reports

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   submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

4. Payroll - Tracking/Department Coding for reports

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

5. Xero HQ | Subscription - Ability to import client codes for billing

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

6. Xero HQ: See list of organisations pending STP 2 transition

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

7. Xero HQ | Report Templates - Increase number of Director & Partner fields

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   1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

   A couple of pointers to note, are;

   • ensure you have the Edit report templates permission, then
   • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

   We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

   Sophia Sanchez supported this idea  ·  28 March, 2023

8. Document Packs - Send me a copy of the email

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sophia Sanchez supported this idea  ·  28 March, 2023

9. Document Packs - Edit sent pack

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   30 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. the ability to edit metadata of a sent pack

   For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

   Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

   Lastly, it'd be good to get more substance of how the ability to rename a pack would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. the ability to edit metadata of a sent pack

   For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

   Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

   Lastly, it'd be good to get more substance of how the ability to rename a pack… more

   Sophia Sanchez supported this idea  ·  28 March, 2023

10. Report Templates - Ability to add any report

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Sophia Sanchez supported this idea  ·  28 March, 2023

11. Contacts - Warning if entering contact simliar to existing

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    submitted  ·  13 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Sophia Sanchez commented  ·  28 March, 2023  ·  Edit…  ·  delete…

    a possible duplicate contact report that can be run in Xero to pinpoint contacts that may be duplicated for easy contact management

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    Sophia Sanchez supported this idea  ·  28 March, 2023