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7 results found

  1. BAS - Manual option to override unavailable unfiled amounts

    13 votes

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    submitted  ·  1 comment  ·  Reports & tax » Tax filing  ·  Admin →
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    Jenelle Daley supported this idea  · 

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

    336 votes

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    54 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

    Jenelle Daley supported this idea  · 

  3. Reconciliation - Bulk 'OK' for reconciling bank transactions

    242 votes

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    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

    An error occurred while saving the comment
    Jenelle Daley commented  · 

    When reconciling manually entered transactions in bank accounts, ability to reconcile in bulk rather than having to do individually.

    Jenelle Daley supported this idea  · 

  4. Xero Tax (AU) | Include Company PAYG instalment as part of the return

    20 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Jenelle Daley supported this idea  · 

  5. Bank Reconciliation - Option to switch Spend Money to Receive Money

    10 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Jenelle Daley supported this idea  · 

  6. Practice Manager | Search - Client code, email address, TFN and mobile number

    29 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Jenelle Daley supported this idea  · 

  7. Bank Reconciliation: Search for transactions across all accounts

    243 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  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. 

    Jenelle Daley supported this idea  ·