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5 results found

  1. XPH - Bulk address change from Client group

    126 votes

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    33 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.

    While we can't make any commitments atm I will be certain to share any plans with you all here.

    Kylie Cosgrave supported this idea  · 

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    267 votes

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    97 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

    Kylie Cosgrave supported this idea  · 

  3. Notification | Xero Tax (AU) - Email when a return goes to Error tab

    118 votes

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

    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

    Kylie Cosgrave supported this idea  · 

  4. Reconciliation - Show the full statement line in reconcile screen

    30 votes

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    submitted  ·  9 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Kylie Cosgrave supported this idea  · 

  5. Practice Manager - Relationship Type

    184 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    An error occurred while saving the comment
    Kylie Cosgrave commented  · 

    Even just a general relationship type such as 'associate' or as mentioned previous 'related entity'

    Kylie Cosgrave supported this idea  ·