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← Share and support customer ideas for Xero

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6 results found

  1. Contacts - Import with contact Group

    128 votes

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    submitted  ·  50 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Rebecca Milligan supported this idea  · 

  2. Hubdoc - Warning if supplier bank account in Xero is different

    6 votes

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    1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Rebecca Milligan supported this idea  · 

  3. NZ Tax - Auto Allocation option for Partnerships, Trusts & LTC's

    33 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    We're grateful for your engagement and letting us know the changes that matter to you.


    We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.


    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Rebecca Milligan supported this idea  · 

  4. AU Tax - Warning when creating client record with same TFN as archived client

    68 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

    Rebecca Milligan supported this idea  · 

  5. Report Templates - Add Tracking summary report

    68 votes

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    8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.

    While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks

    Rebecca Milligan supported this idea  · 

  6. Display Supplier Contact Group - under Bills to Pay screen

    12 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks, Marianna for submitting your idea.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Rebecca Milligan supported this idea  · 
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    Rebecca Milligan commented  · 

    This is pretty usual for accounts payable systems to be able to group suppliers by payment type to eliminate Direct Debit vendors being picked up in an EFT payment run.