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20 results found

  1. Workpapers - Integration of bank statement request portal

    106 votes
    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  2. Client queries - Uploading to specific line item

    23 votes
    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  3. Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper

    4 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  4. Workpapers | Depreciation Schedules - Add Accumulated Depreciation as a default

    6 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  5. Reporting - Seperate Expenses on Profit & Loss

    83 votes
    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  6. Xero Ask - Link to XPM Job References

    5 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  7. NZ Payroll - Client Insights

    2 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Sam Corbeau shared this idea  · 

  8. Pricing Plans - Add Cash Coding to Starter plan

    161 votes
    submitted  ·  77 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sam Corbeau commented  · 

    Doesn't make sense that a partner plan can cash code but a starter plan can't. I dissuade my clients from going on the starter plan and rather stay on the partner plan because of this feature missing.

    Sam Corbeau supported this idea  · 

  9. eInvoicing: Support for repeating eInvoices

    77 votes
    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  10. Workpapers - Roll forward to the next years workpapers

    101 votes
    7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Sam Corbeau supported this idea  · 

  11. Xero Workpapers | Customise Workpaper Status

    2 votes
    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  12. Xero Workpapers - Being able to group entities into one client folder for related entities

    34 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  13. Workpapers - Option to show Decimal Places

    24 votes
    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  14. Workpapers - Customised by Entity type

    39 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  15. Workpapers - Ability to add more users

    69 votes
    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  16. Workpapers - Rearrange support documents in workpaper

    78 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  17. Practice Manager - Link Jobs to Workpapers

    17 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  18. Workpapers - Ability to use Custom Excel Templates

    153 votes
    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  19. Report Templates include a Signature

    42 votes
    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Sam Corbeau supported this idea  · 

  20. Document Packs - Edit sent pack

    100 votes
    38 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

    An error occurred while saving the comment
    Sam Corbeau commented  · 

    Agree with all comments.

    If I have the wrong email address for one signee and donwload the partially signed document to load into a new pack, this leaves the old one unsigned forever. The new pack also doesn't like the partially signed document because it has existing signatures embedded, so we have to go through a rigmarole to bring this into the new document pack.

    Wastes a lot of time.