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7 results found

  1. Practice Manager - Audit trail for client history

    297 votes

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    33 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Ilan Choudhury supported this idea  · 
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    Ilan Choudhury commented  · 

    Please let me details

  2. Inventory - Add default tracking options to items

    85 votes

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

    Appreciate the interest in being able to set default tracking options against inventory items.

    While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.

    To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.

    Ilan Choudhury supported this idea  · 

  3. Multicurrency - Automatically update prices for currency invoices

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Ilan Choudhury supported this idea  · 

  4. Subscription - Annual Xero Subscription option

    48 votes

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    submitted  ·  16 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Ilan Choudhury supported this idea  · 

  5. Reports | VAT201 report - View total per transaction

    10 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ilan Choudhury supported this idea  · 

  6. Bank statement - Filter by spent or received

    38 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ilan Choudhury supported this idea  · 

  7. Reporting - Seperate Expenses on Profit & Loss

    119 votes

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    10 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ilan Choudhury supported this idea  ·