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  1. My Xero - Group client organisations on the organisations list

    3 votes

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    0 comments  ·  Users & setup » Settings  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Appreciate your suggestion here, Martha. We can understand how being able to organise your organisations into custom folders or groups on the My Xero page could make it easier to navigate when you're managing multiple entities.

    We've updated the status of this idea to Gaining Support so we can continue tracking community interest. While we don't expect this feature to be on the roadmap anytime soon, we'd still like to gather feedback and better understand how customers would use it.

    If you're an accounting or bookkeeping practice, similar organisation management features are already available in Xero Partner Hub, where you can organise and manage clients using tags and filters. If that's a better fit for your business, you may want to consider joining the Xero Partner programme to access these capabilities.

    Raz Tax Accountants Limited supported this idea  · 

  2. Fixed assets - Feature for auto recording trading of old for new asset

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    2 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi there 👋, we appreciate you raising the idea with us here. There isn't a direct feature for managing these sort of Fixed Asset situations such as; where an old vehicle is traded for a new one. However, it's possible to process this within Xero using Fixed assets disposal, Bills and potentially Manual journals.

    I see you've also been in contact with our Xero Support team for direct help on recording this - As they suggested we'd recommend connecting with your adviser if you're uncertain on how to best record this transaction in your organisation.

    We'll begin to get a wider sense of interest of an all in one tool for these Fixed assets scenarios from your post here, however I want to be open that this isn't something we have planned in the short term. Thanks

    An error occurred while saving the comment
    Raz Tax Accountants Limited commented  · 

    How long it take to give idea how to process trade in the new asset with old asset. Need urgent help

    An error occurred while saving the comment
    Raz Tax Accountants Limited commented  · 

    How long it take to give idea how to process trade in the new asset with old asset. Need urgent help

    Raz Tax Accountants Limited shared this idea  ·