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5 results found

  1. Practice Manager | Client Report - Include primary contact

    84 votes

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    submitted  ·  17 comments  ·  Practice tools  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

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

    41 votes

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    7 comments  ·  Practice tools » Clients  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

  3. Bank Reconciliation: Search for transactions across all accounts

    247 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    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  ·  Practice tools  ·  Admin →
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    Maryanne Rosselle supported this idea  · 

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

    8 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Maryanne Rosselle shared this idea  ·