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Settings and activity

69 results found

  1. XPM - Relationships - Add Share Class Type

    47 votes
    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Michael Osborn supported this idea  · 

  2. Workpapers - Integration of bank statement request portal

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

  3. Hubdoc - Integrate with inventory & tracked items

    42 votes
    submitted  ·  5 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

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

    28 votes
    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michael Osborn supported this idea  · 

  5. Workpapers - Ability to use Custom Excel Templates

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

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

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

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

    248 votes
    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Michael Osborn supported this idea  · 

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

    20 votes
    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    Michael Osborn supported this idea  · 

  9. Hubdoc - Convert bank statement to csv file

    283 votes
    50 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?
    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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