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6 results found

  1. Bank Reconciliation: Search for transactions across all accounts

    163 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sally McIntosh commented  · 

    Please can you add the ability to search amounts and references across all bank accounts at the same time rather than having to into each one.

    Sally McIntosh supported this idea  · 

  2. XPM | Job Manager - Add notes column with option to add note

    27 votes

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    under review  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sally McIntosh commented  · 

    Please please please please can you add a column for notes on the jobs manager screen

    Sally McIntosh supported this idea  · 

  3. Xero Practice Manager - Create recurring job from existing task

    32 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sally McIntosh supported this idea  · 

  4. Practice Manager | Client - Date of Birth

    133 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Sally McIntosh supported this idea  · 

  5. Practice Manager | Jobs Manager - Ability to add or delete columns

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

    Sally McIntosh shared this idea  · 

  6. Hubdoc - Convert bank statement to csv file

    227 votes

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    42 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) 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!

    Sally McIntosh supported this idea  ·