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70 results found

  1. Workpapers: Notify when Review is Complete

    26 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Michael Osborn supported this idea  · 

  2. XPM - Relationships - Add Share Class Type

    47 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michael Osborn supported this idea  · 

  3. Workpapers - Integration of bank statement request portal

    105 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Michael Osborn supported this idea  · 

  4. Hubdoc - Integrate with inventory & tracked items

    40 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

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

    26 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michael Osborn supported this idea  · 

  6. Workpapers - Ability to use Custom Excel Templates

    150 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Michael Osborn supported this idea  · 

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

    198 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  8. Practice Manager | Clients - Date of death field for client details

    214 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michael Osborn supported this idea  · 

  9. Xero HQ | User Roles - Copy client access from one staff to another

    20 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Michael Osborn supported this idea  · 

  10. Hubdoc - Convert bank statement to csv file

    267 votes

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    47 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Michael Osborn supported this idea  · 
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