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Settings and activity

86 results found

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

    42 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

    249 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Carol Estava supported this idea  · 

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

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

    250 votes

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    submitted  ·  32 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  · 

  5. 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  · 

  6. Bank statement PDF

    8 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Carol Estava supported this idea  · 
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