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7 results found

  1. Advisor access available in ledgers for both the Tax and BAS agent practices.

    1 vote

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Chloe Ziola shared this idea  · 

  2. Quotes - Import/Export ability

    178 votes

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

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's…

    Chloe Ziola supported this idea  · 

  3. Bills to Pay - Ability to filter by Contact Group

    57 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chloe Ziola supported this idea  · 

  4. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

    113 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chloe Ziola supported this idea  · 

  5. Westpac Foreign Currency Feeds (AU)

    15 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chloe Ziola supported this idea  · 

  6. Notification | Xero Tax - Email when a return goes to Error tab

    112 votes

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

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Chloe Ziola supported this idea  · 

  7. Reporting: Budget - Add Budgets for Balance Sheet accounts

    195 votes

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    submitted  ·  70 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chloe Ziola supported this idea  ·