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4 results found

  1. Xero HQ | Client insights - Ability to change date range

    5 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Abbie Glew shared this idea  · 

  2. Practice tools - Filters for Client Partner and Client Manager

    29 votes

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    12 comments  ·  Practice tools » Clients  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and support on this idea.

    As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.

    You'll find more filter and column options for the Client list.

    Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.

    Abbie Glew supported this idea  · 

  3. Xero HQ: View client lock dates in HQ

    15 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Abbie Glew supported this idea  · 

  4. Reporting - File Attachment Report

    287 votes

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    92 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

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    Abbie Glew commented  · 

    This would save me sooooo much time.

    Abbie Glew supported this idea  ·