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Settings and activity

47 results found

  1. XPM - Lock timesheets when a draft final invoice has been prepared.

    33 votes

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

  2. Practice Manager - Audit trail for client history

    161 votes

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    submitted  ·  17 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carol Estava supported this idea  · 

  3. Bank feeds - Retain the payment link for Kiwibank & ASB

    35 votes

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    10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Carol Estava commented  · 

    Seems the new way forward for Xero!!!
    They keep removing access and features that we have relied on!
    I am researching other platforms for my 30+ clients.

    Carol Estava supported this idea  · 

  4. My Xero - Visual indicator of reconciled client files

    20 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Carol Estava supported this idea  · 

  5. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    244 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carol Estava commented  · 

    It would be SO useful to be able to add a pdf of the bank statement to the published report!

    At the moment, when I am preparing a year end for the accounts staff, I have to send a pdf copy of the statement and I am certain it could easily be added on the reconciliation report screen to negate this.

    Carol Estava supported this idea  · 

  6. Practice Report - Add Bank Statements

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Carol Estava supported this idea  · 

  7. Bank statement PDF

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Carol Estava supported this idea  · 
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