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  1. Practice tools - Ability to view clients with unreconciled accounts and discuss tab comments

    10 votes

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    10 comments  ·  Xero Partner Hub » Partner Hub Homepage  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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    Irene Stevens commented  · 

    Hi Kelly Munro , (Community Manager at XERO )

    Thanks for the update , I seriously hope it is being reviewed quickly as it's having an impact on my work flow which is not very good at all .

    Look forward to the update too .

    Many thanks

    Irene Stevens supported this idea  · 
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    Irene Stevens commented  · 

    On the MY Xero you were able to see at a glance on this page all the clients and the bank unreconciled totals and with comments totals against each client . Now this unreconciled info has been moved to the insights page but not the comments totals . XERO support have said you need to go to the insights and click in each client to get this info . This is now creating way more work for us , having to go into each client to get the info. Please can this feature be put back to the MY XERO page on under each clients name to save this extra work we are having to do now , I for one are really annoyed about this .

  2. Quotes - Add CIS

    48 votes

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    26 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

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    Irene Stevens commented  · 

    Please include CIS codes in quotations. It would save a lot of work and confusion. CIS codes should be included in quotations.

    Irene Stevens supported this idea  · 
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    Irene Stevens commented  · 

    Please can the CIS income code be enabled when raising CIS quotes - this would be very helpful .

    Many thanks