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30 results found

  1. XPM - Create a registered office field on contact details for companies

    98 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 

  2. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    113 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    ZAH BI ZI THEODORE supported this idea  · 

  3. SB Pool Detail Report - Ability to move & delete columns

    22 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 

  4. Reports - Add quantity column to reports

    192 votes

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    15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 

  5. Hubdoc - Attach multiple documents when publishing from Hubdoc

    16 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 

  6. NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code

    32 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 

  7. e-invoicing - LHDN Malaysia

    75 votes

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    11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're pleased to share that Xero is now an accredited Peppol-Ready Solution Provider (PRSP) by the Malaysia Digital Economy Corporation (MDEC). We'll be launching e-invoicing features progressively in the upcoming months, and we'll be compliant with the government’s e-invoicing initiative by 1 January 2025. To explain how you can comply we will share guides which will be available on Xero Central. I'll also keep you updated of further change surrounding this here. Thanks

    ZAH BI ZI THEODORE supported this idea  · 

  8. New Invoicing – invoice copied from locked period mess

    20 votes

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    11 comments  ·  For accountants & bookkeepers  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Olga, really appreciate all the detail in your steps and the screenshots you provided.

    I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.

    ZAH BI ZI THEODORE supported this idea  · 

  9. Practice Manager - Audit trail for client history

    198 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 

  10. AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge

    90 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    ZAH BI ZI THEODORE supported this idea  · 
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