Settings and activity

37 results found

1. Xero HQ | Document portal (without e-sign)

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Steve Diamandaras supported this idea  ·  08 December, 2023

2. Xero Sign - Send copy to self

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Steve Diamandaras supported this idea  ·  08 December, 2023

3. Notifications - Email/notification when items are Awaiting Approval in Xero

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   submitted  ·  136 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Steve Diamandaras supported this idea  ·  01 December, 2023

4. Purchase Orders - Email notification for approved purchase orders

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   4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Steve Diamandaras supported this idea  ·  01 December, 2023

5. User Role - Access to specific feature only

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   57 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Steve Diamandaras supported this idea  ·  01 December, 2023

6. Expenses - Multiple levels of approval

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

   We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

   Steve Diamandaras supported this idea  ·  27 November, 2023

7. Xero HQ - Warning when archiving client with active Xero organisation subscription

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Steve Diamandaras supported this idea  ·  27 November, 2023

8. Reporting - Seperate Expenses on Profit & Loss

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   9 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Steve Diamandaras supported this idea  ·  27 November, 2023

9. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Steve Diamandaras supported this idea  ·  27 November, 2023

10. Fixed Assets - Partial allocation of depreciation for business and private use

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    70 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.

    As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.

    Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.

    For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.

    We understand it's not the ideal position for many in the idea here and I want to assure you this is high on the teams radar and we'll be certain to let you know if any plans are made that could impact you in dealing with private use depreciation, here.

    Hi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.

    As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.

    Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.

    For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion… more

    Steve Diamandaras supported this idea  ·  05 September, 2023

11. Practice Manager - Automatically create returns when recurring job is created

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Steve Diamandaras supported this idea  ·  04 August, 2023

12. Xero Practice Manager - Create recurring job from existing task

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Steve Diamandaras supported this idea  ·  04 August, 2023

13. Practice Manager | Select multiple relationships at once

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Steve Diamandaras supported this idea  ·  04 August, 2023

14. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Steve Diamandaras supported this idea  ·  04 August, 2023

15. AU Tax: CGT - Option to copy and transfer

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    32 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

    We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

    Steve Diamandaras supported this idea  ·  04 August, 2023

16. Bank Reconciliation: Search for transactions across all accounts

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  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. 

    Steve Diamandaras supported this idea  ·  04 August, 2023

17. XPM - Add multiple email addresses for client

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Steve Diamandaras supported this idea  ·  04 August, 2023