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Settings and activity

8 results found

  1. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Bourke supported this idea  · 

  2. Practice Manager | Client Report - Include primary contact

    68 votes

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

  3. XPM - Bulk Import of Recurring Jobs

    53 votes

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

  4. Copy Standard Reports to Custom Reports & allow them to be edited/shared.

    2 votes

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

  5. AU Payroll - Tax commissions paid using regular tax table

    17 votes

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    submitted  ·  8 comments  ·  For small businesses » Payroll  ·  Admin →
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    Julie Bourke supported this idea  · 

  6. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    117 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

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Julie Bourke supported this idea  · 

  7. Fixed Assets - Bulk edit

    93 votes

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    submitted  ·  40 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Bourke commented  · 

    There should be the option to add assets in bulk.

    Julie Bourke supported this idea  · 

  8. Activity Statement - pre-populate W1 and W2

    18 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Julie Bourke commented  · 

    Agree, should be able to pre-fill like the tax return.

    Julie Bourke supported this idea  ·