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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  ·  Practice tools  ·  Admin →
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    Ellen McSweeney supported this idea  · 

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

    39 votes

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    15 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.

    Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.

    I'll keep you updated on it's delivery here ✨

    Ellen McSweeney supported this idea  · 

  3. Xero HQ: View client lock dates in HQ

    19 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Ellen McSweeney supported this idea  · 

  4. NZ GST- Client Insights

    3 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Ellen McSweeney supported this idea  · 

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

    112 votes

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    75 comments  ·  Invoices & quotes » Invoicing  ·  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

    14 votes

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    7 comments  ·  Banking & chart of accounts » Bank feeds  ·  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  ·