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Settings and activity

94 results found

  1. Hubdoc - Extract all line item details including inventory items

    198 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  2. Workpapers - Ability to set period that workpaper is run across

    37 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  3. Batch Payments - Include Line separators in CSV export

    18 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  4. Bank Reconciliation: Search for transactions across all accounts

    206 votes

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

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Kimberly Anthony supported this idea  · 

  5. Practice Manager | Client Report - Include primary contact

    68 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  6. Practice Manager | New Client - Option to add Staff

    39 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  7. 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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    Kimberly Anthony supported this idea  · 

  8. Practice Manager | Client List - Export with all data

    37 votes

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

  9. XPM - Add Pause button

    151 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.

    Kimberly Anthony supported this idea  · 

  10. Report Codes - Custom or more User defined

    186 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  11. Hubdoc - Convert bank statement to csv file

    267 votes

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    47 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!

    Kimberly Anthony supported this idea  · 

  12. Workpapers - Integrate with the Xero trial balance

    85 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Kimberly Anthony supported this idea  · 

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

    92 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  14. XPM - Add multiple email addresses for client

    347 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 
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