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8 results found

  1. Reporting - File Attachment Report

    227 votes

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    submitted  ·  76 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacqui Roberts supported this idea  · 

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

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jacqui Roberts supported this idea  · 

  3. AU Payroll - Superannuation end of quarter reminder

    147 votes

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    submitted  ·  13 comments  ·  For small businesses » Payroll  ·  Admin →
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    Jacqui Roberts supported this idea  · 

  4. Fixed Assets - Attach a file

    677 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

    While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

    I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

    Jacqui Roberts supported this idea  · 

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

    270 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Tax  ·  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

    Jacqui Roberts supported this idea  · 

  6. 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. 

    Jacqui Roberts supported this idea  · 

  7. AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view

    8 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jacqui Roberts shared this idea  · 

  8. Document Packs - Send me a copy of the email

    38 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jacqui Roberts supported this idea  ·