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6 results found

  1. Practice Manager | Client Report - Include primary contact

    68 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

  2. Practice Manager | New Client - Option to add Staff

    39 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

  3. Bank Reconciliation: Search for transactions across all accounts

    210 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Maryanne Rosselle supported this idea  · 

  4. Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs

    20 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

  5. Practice Manager - Dashboard for client bank feed status

    90 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

  6. US 1099 - Identify Checks and Debit Card activity on bank accounts

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Maryanne Rosselle shared this idea  ·