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Settings and activity

62 results found

  1. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

    19 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  2. NZ Payroll - Show deductions on Payments Report

    11 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

    Michael Osborn supported this idea  · 

  3. XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included

    12 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  4. Hubdoc - Auto add new suppliers when publishing documents to Xero

    20 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  5. Practice Manager | Client - Ability to create recurring job

    13 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  6. Profit & Loss - Separate Expenses

    126 votes

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    12 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Michael Osborn supported this idea  · 

  7. Hubdoc - Allow Hubdoc to read a link in the email

    66 votes

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    7 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  8. Hubdoc - Auto-rotate documents

    64 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  9. Xero Tax (UK) - Roll forward data to subsequent years filings

    12 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  10. Xero Sign - Send copy to self

    80 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  11. Personal Tax (UK) | Add ability to track capital allowances

    26 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for our ongoing engagement. I can confirm we've started working on this. We're building the product so that it will be usable with personal tax, partnership tax and MTD IT in the future. We'll keep you update on the progress for this, here.

    Michael Osborn supported this idea  · 

  12. Hubdoc - Improve performance when generating lines with tax

    29 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  13. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  14. Workpapers: Notify when Review is Complete

    31 votes

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    In development  ·  0 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  15. XPM - Relationships - Add Share Class Type

    70 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  16. Workpapers - Integration of bank statement request portal

    112 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

    Michael Osborn supported this idea  · 

  17. Hubdoc - Integrate with inventory & tracked items

    54 votes

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    submitted  ·  9 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  18. Practice Manager | Staff - Report/list of charge out rates

    39 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  19. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Michael Osborn supported this idea  · 

  20. Hubdoc - Extract all line item details including inventory items

    224 votes

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    17 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

    We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

    • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
    • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
    • Improved the accuracy of the supplier 

    Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…

    Michael Osborn supported this idea  · 
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