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136 results found

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

    65 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    David Benady supported this idea  · 

  2. User role - Read Only access to reports only

    54 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    David Benady supported this idea  · 

  3. Practice Manager | Timesheet - View latest to oldest

    12 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Benady supported this idea  · 

  4. Document Packs - Signature placement

    26 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    David Benady supported this idea  · 

  5. Workpapers: Notify when Review is Complete

    28 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    David Benady supported this idea  · 

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

    54 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    David Benady supported this idea  · 

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

    31 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Benady supported this idea  · 

  8. Hubdoc - Auto-rotate documents

    58 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    David Benady supported this idea  · 

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

    48 votes

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    11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  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  · 

  10. Xero Sign - Send copy to self

    70 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    David Benady supported this idea  · 

  11. Ability to completely delete bank statement lines

    25 votes

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

  12. Practice Manager - Warning message when timesheet entries overlap

    45 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Benady supported this idea  · 

  13. Workpapers - Integration of bank statement request portal

    108 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    David Benady supported this idea  · 

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

    39 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    David Benady supported this idea  · 

  15. Xero HQ | User Roles - Copy client access from one staff to another

    20 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    David Benady supported this idea  · 

  16. Practice Manager | Timesheet - Manage job status

    64 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Benady supported this idea  · 

  17. Practice Manager | Client Report - Include primary contact

    76 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Benady supported this idea  · 

  18. Workpapers - Integrate with the Xero trial balance

    87 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    David Benady supported this idea  · 

  19. XPM - Add Pause button

    159 votes

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

    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    David Benady supported this idea  · 

  20. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    95 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Benady supported this idea  · 
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