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14 results found

  1. Profit and Loss - Option to show opening and closing stock

    30 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Carol Wilkinson commented  · 

    I run mthly management reports for my client and having the Opening & Closing stock as a total Mvt instead of the actual Opening & Closing is very unprofessional - is there a work around for this?

  2. Batch payment - Auto fill Reference

    11 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Carol Wilkinson commented  · 

    This seems like such a fundamental feature for batch payments - automatically populating the Particulars and Reference fields that will be recorded in the payee bank statements.

    Carol Wilkinson supported this idea  · 

  3. NZ GST - Include Payment due date on finalised/filed

    6 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carol Wilkinson commented  · 

    Very basic function that has been removed - would be great to have it back again. Much easier for the clients!

    Carol Wilkinson supported this idea  · 

  4. Hubdoc - assign a currency to a suppliers

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson shared this idea  · 

  5. Reconciliation - Foreign payment from foreign currency (different)

    36 votes

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    submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  6. Hubdoc - Status tab in to integrate with Xero

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  7. Hubdoc - Capture supplier reference when posting Xero invoice

    12 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  8. Hubdoc - Additional options for supplier Due Dates

    8 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  9. HubDoc- sync of chart of accounts

    22 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  10. Hubdoc: Filter by duplicates

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  11. Hubdoc - Don't automatically sign out after 30 minutes

    43 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  12. Autosync to Hubdoc

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Carol Wilkinson supported this idea  · 

  13. Reporting - Hiding archived accounts from chart of accounts list when customising report layouts

    56 votes

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    submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carol Wilkinson commented  · 

    We shouldnt need to have to vote on something so necessary, it should be in place already! agree it is very time consuming when customising report layouts

    Carol Wilkinson supported this idea  · 

  14. Report Templates | Copy - Client to practice, or client to client

    65 votes

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

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

    Carol Wilkinson supported this idea  ·