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16 results found

  1. Xero Tax | Search - By Client ID Code

    21 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Amanda Knowles supported this idea  · 

  2. Xero HQ | Client list - Option to view client codes

    12 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Amanda Knowles supported this idea  · 

  3. XPM Timesheets - Represent timesheet entries as blocks on a calendar

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles supported this idea  · 

  4. "today" button in timesheets

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles shared this idea  · 

  5. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    31 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles commented  · 

    Ability to bulk reassign/update tasks/jobs - for when a staff member is off/terminated.

    Amanda Knowles supported this idea  · 

  6. Practice Manager | Client - Date of Birth

    132 votes

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

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

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    Amanda Knowles commented  · 

    Currently just the individual DOB is listed - would be very handy if Xero auto calculated their age also.

    Amanda Knowles supported this idea  · 

  7. AU Tax - Basic tax calculator/estimate

    21 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Amanda Knowles shared this idea  · 

  8. Reports - Add additional filters on WIP report

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles shared this idea  · 

  9. Reports - WIP report with one value per group

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles shared this idea  · 

  10. New Invoicing - Option to switch Autosave off

    79 votes

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  Admin →
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    Amanda Knowles commented  · 

    turnoff auto save or have an "undo" option.

    What's the point in having a save button if it saves all changes anyway (irrespective of whether they're unwanted or incorrect).

    Amanda Knowles supported this idea  · 

  11. Disbursements - Allow disbursements payments to be processed against clients accounts

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles shared this idea  · 

  12. XPM - Be able to look up client based on their client code

    20 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles commented  · 

    Completely agree! It takes so much longer to locate a client based on a name rather than a simple code!

    Amanda Knowles supported this idea  · 

  13. XPM - Enter Ad-Hoc time against a historical date

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles shared this idea  · 

  14. Practice Manager: Ability to enter time in calendar view

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles supported this idea  · 

  15. Practice Manager | Single Place to enter Time (Ad hoc or job)

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles supported this idea  · 

  16. Practice Manager - Warning message when timesheet entries overlap

    40 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Knowles commented  · 

    Just started using timesheets in XPM - and am so surprised this isn't already in place! A complete waste of time having staff search for minutes where entries have overlapped.

    Amanda Knowles supported this idea  ·