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  1. Reporting - File Attachment Report

    287 votes

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

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

    Kirstie Croser supported this idea  · 

  2. Xero tax (AU) - Roll forward Tax Returns

    38 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we have a new Tax Manager that's currently in beta and with a small group of users. As part of Tax Manager there's 'Ready to start' which lists annual income tax returns from the most recently completed tax year, generated using your practice’s client list and data downloaded directly from the ATO.

    We'll keep everyone updated here of when this rolls out wider to all AU Tax users. Thanks

    Kirstie Croser supported this idea  · 

  3. Practice Manager | Client Report - Include primary contact

    83 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Kirstie Croser commented  · 

    This feature would be greatly beneficial to our firm

    Kirstie Croser supported this idea  ·