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5 results found

  1. Bank Account assignment with tracking categories on Balance Sheet

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Sal Sannuto shared this idea  · 

  2. AU Tax - Losses carried forward - Tax (AUS)

    134 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Sal Sannuto supported this idea  · 

  3. Xero HQ - ability to add multiple organization to one client record

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sal Sannuto shared this idea  · 

  4. Xero HQ - Client Groups Reporting

    25 votes

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    9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    working on it  ·  AdminHannah G (Admin, Xero) responded

    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

    Sal Sannuto supported this idea  · 

  5. Repeating Invoice - Automatic Application of Credits

    38 votes

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    submitted  ·  20 comments  ·  For small businesses » Business features  ·  Admin →
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    Sal Sannuto commented  · 

    Sounds like i need to beat the drum on this. I get a lot of referrals & like to give my clients a quick $100 credit on their next invoice. The loops i have to jump through to just add 1 quick credit for people is bonkers. I literally have to set reminders on my calendar to change things then change them back. Dumb.