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68 results found

  1. Workpapers - Integration of bank statement request portal

    108 votes

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

  2. Hubdoc - Integrate with inventory & tracked items

    45 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

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

    31 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michael Osborn supported this idea  · 

  4. Workpapers - Ability to use Custom Excel Templates

    160 votes

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

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

    214 votes

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    submitted  ·  16 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

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

    253 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

    Michael Osborn supported this idea  · 

  7. 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  · 

  8. Hubdoc - Convert bank statement to csv file

    292 votes

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    51 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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