Settings and activity
9 results found
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201 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
An error occurred while saving the comment 
Tinus Steenkamp
supported this idea
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40 votesTinus Steenkamp
supported this idea
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389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Tinus Steenkamp
supported this idea
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21 votes
An error occurred while saving the comment Tinus Steenkamp
commented
I wonder how much people would pay per month for an add on app to Xero Practice Manager that solves this problem as well as the problem with recurring jobs not having a creation date. Maybe one could make such an app update the created jobs that's linked to the original template when changes are made to the original template as well.
Tinus Steenkamp
shared this idea
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16 votes
An error occurred while saving the comment Tinus Steenkamp
commented
Any update on this proposal? We are also very interested in this functionality.
Tinus Steenkamp
supported this idea
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41 votesTinus Steenkamp
supported this idea
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6 votesTinus Steenkamp
supported this idea
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14 votes
An error occurred while saving the comment Tinus Steenkamp
commented
Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name.
Tinus Steenkamp
supported this idea
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43 votesTinus Steenkamp
supported this idea
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Agreed, if Case Ware and Draft Worx can include this functionality then Xero can also.