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7 results found

  1. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

    18 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ellen McSweeney supported this idea  · 

  2. New Client Insights needs more filtering capability

    11 votes

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    4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ellen McSweeney supported this idea  · 

  3. client insights

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ellen McSweeney supported this idea  · 

  4. insights

    2 votes

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

  5. New Invoicing: Choose default calculation type for the discount column

    96 votes

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    65 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.

    With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.

    Ellen McSweeney supported this idea  · 

  6. Fixed Assets - Attach a file

    677 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

    While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

    I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

    Ellen McSweeney supported this idea  · 

  7. Bank Feeds - Bank feed form status for all users

    11 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ellen McSweeney shared this idea  ·