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21 results found

  1. Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)

    49 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Geof Gray supported this idea  · 

  2. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    76 votes

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

    Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.

    More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.

    Geof Gray supported this idea  · 

  3. Short term cash flow - Expected payment date based on history

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Geof Gray supported this idea  · 

  4. Invoicing - Add Expected Invoice Payment Date within Invoice

    60 votes

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    submitted  ·  23 comments  ·  For small businesses » Business features  ·  Admin →
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    Geof Gray supported this idea  · 

  5. Sales Invoice | Expected Dates - Bulk Update

    33 votes

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

    Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl. 

    We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made. 

    Geof Gray supported this idea  · 

  6. AU Tax - Ability to share Rental Property Schedules

    20 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Geof Gray supported this idea  · 

  7. XPM - Import Job Budgets

    13 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  8. XPM - Client WIP view

    14 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing with us here in Product Ideas, everyone.

    We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.

    We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.

    Geof Gray supported this idea  · 

  9. Practice Manager - Add new WIP to an existing invoice

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  10. XPM - Report audit trail

    34 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  11. Practice Manager - Audit trail for client history

    280 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Geof Gray supported this idea  · 

  12. XPM notes made in Tax Statements & Payments need indicator & roll forward option

    43 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  13. NZ Tax - Improved tracking and matching of Transfers in Tax Statements

    49 votes

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

  14. XPM Timesheets - Timesheet templates

    14 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  15. Practice Manager - Bulk update jobs via import

    26 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  16. Practice Manager | Job Manager - Bulk assign staff via import

    19 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Geof Gray supported this idea  · 

  17. Practice Manager - Ability to merge contacts (not clients)

    65 votes

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

  18. XPM | Job Manager - Add notes column with option to add note

    86 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Geof Gray supported this idea  · 

  19. XPM - Create a registered office field on contact details for companies

    113 votes

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

  20. Bank feeds - Retain the payment link for Kiwibank & ASB

    37 votes

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    10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Geof Gray supported this idea  · 
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