Settings and activity

106 results found

1. XPM - Add Pause button

   161 votes

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   14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  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  ·  19 May, 2023

2. Reporting - Ability to create own report code structure

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   201 votes

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   19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes… more

   Kimberly Anthony supported this idea  ·  19 May, 2023

3. Hubdoc - Convert bank statement to csv file

   296 votes

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   51 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  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  ·  19 May, 2023

4. Workpapers - Integrate with the Xero trial balance

   88 votes

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   In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kimberly Anthony supported this idea  ·  19 May, 2023

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

   97 votes

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

   
   

   Kimberly Anthony supported this idea  ·  19 May, 2023

6. XPM - Add multiple email addresses for client

   389 votes

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   27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   Kimberly Anthony supported this idea  ·  19 May, 2023