91 results found
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Reviewer check boxes in flows
Have a reviewer tick for each section so if you have to go onto something else and come back to it it is easier to see where you were upto.
4 votes -
Flow Assignee's
When creating a flow, we would like to be able to "bulk" change the assignee. At the moment, it automatically assigns to the Account manager.
2 votes -
Make the sales analysis exportable
Make the sales analysis exportable
2 votes -
2 votes
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Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end
Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end. At present if you want a flow to be a different date you have to manually create them to that date. You can not set reocurring flows to anything other than a month end.
2 votes -
Have a dismissed this flow tab in each section
Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.
3 votes -
Duplicate Transactions Export showing all transactions data and values
Duplicate Transactions - it would be great to be able to export this report that shows the all transaction values. I know you can do this for individual transactions via the grid, but I would like to be able to do if for all duplicate transactions collectively.
2 votes -
2 votes
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Allow adding specific users to certain clients in a bulk
Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.
2 votes -
Bulk edit client visibility
Ability to edit in a bulk the client visibility as at the moment you need to do it for each client separately, which is time consuming in case you need to do this for 100+ clients.
3 votes -
Registered office address on Companies House info (deadlines dashboard)
Registered office address on Companies House info (deadlines dashboard)
2 votes -
Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover and health review report.
Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover, health review report, and other reports created for the client.
2 votes -
1 vote
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Have the box 4 to 7 check available in other Flows not just the VAT checker
Have the box 4 to 7 check available in other Flows not just the VAT checker
2 votes -
2 votes
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4 votes
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2 votes
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2 votes
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1 vote
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Enable customised date range for Activity Stats Dashboard
Activity Stats Dashboard enable a 5 year summary. So clients listed and then year 1, 2, 3, 4 ,5 with activity stats and turnover.
3 votes
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