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6 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

    19 votes

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

  2. Xero HQ - Filters for Client Partner and Client Manager

    27 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ellen McSweeney supported this idea  · 

  3. Xero HQ: View client lock dates in HQ

    14 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ellen McSweeney supported this idea  · 

  4. NZ Payroll - Client Insights

    3 votes

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    submitted  ·  1 comment  ·  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

    106 votes

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

    11 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi everyone, thank you for this great suggestion about making the status of bank feed applications visible to all users within a Xero organisation.

    We understand that when one team member submits a bank feed form, the lack of visibility can lead to confusion or duplicate work for others.

    We encourage you and other members to vote, and add comments below sharing how having a shared status like "bank feed form uploaded and being processed" would improve your team's workflow.

    While we don't currently have plans to build this functionality, we'll be keeping a close eye on the support for this idea here and will keep you informed of any updates.

    Ellen McSweeney shared this idea  ·