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← Share and support customer ideas for Xero

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139 results found

  1. Xero Central support - Allow Admin staff to view all xero support cases for their organisation

    4 votes

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    submitted  ·  0 comments  ·  Security & support » Security  ·  Admin →
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    David Benady supported this idea  · 

  2. Subscription Option - Multi-currency as an add on

    55 votes

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    submitted  ·  35 comments  ·  Security & support » Billing  ·  Admin →
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    David Benady supported this idea  · 

  3. Quarterly subscription review - for size of business

    7 votes

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    1 comment  ·  Security & support » Billing  ·  Admin →
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    David Benady supported this idea  · 

  4. Xero Subscriptions - Split PDF invoices by client (not subscription type)

    23 votes

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    submitted  ·  4 comments  ·  Security & support » Billing  ·  Admin →
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    David Benady supported this idea  · 

  5. Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one

    14 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    David Benady supported this idea  · 

  6. Tracking categories for bank accounts

    15 votes

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    2 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate seeking options from your community here too.

    Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ? 

    Please do let me know more detail if there's something I'm missing in here? 

    David Benady supported this idea  · 

  7. Xero HQ | Document portal (without e-sign)

    69 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  8. User role - Read Only access to reports only

    56 votes

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    submitted  ·  4 comments  ·  Users & setup » User permissions  ·  Admin →
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    David Benady supported this idea  · 

  9. Practice Manager | Timesheet - View latest to oldest

    12 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  10. Document Packs - Signature placement

    27 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  11. Workpapers: Notify when Review is Complete

    31 votes

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    In development  ·  0 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  12. Xero HQ | Document Packs Email Templates - Ability to edit

    60 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  13. Practice Manager | Staff - Report/list of charge out rates

    33 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  14. Hubdoc - Auto-rotate documents

    63 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    David Benady supported this idea  · 

  15. Document Packs - Text box for documents within a pack

    53 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 

    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

    David Benady supported this idea  · 

  16. Xero Sign - Send copy to self

    76 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  17. Ability to completely delete bank statement lines

    27 votes

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    8 comments  ·  For accountants & bookkeepers  ·  Admin →
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    David Benady supported this idea  · 

  18. Practice Manager - Warning message when timesheet entries overlap

    47 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 

  19. Workpapers - Integration of bank statement request portal

    111 votes

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

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

    David Benady supported this idea  · 

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

    43 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    David Benady supported this idea  · 
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