1258 results found
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Reconcile multiple items at a time in manual banks that have no feeds available
There are some cases where banks do not have feeds available and the items posted as received or paid from these banks must be reconciled on an individual basis which takes a lot of time!
We need a reconcile all or a tick box system down the left hand side to be speed this reconciliation process up. I have many clients with these manual banks and it's extremely time consuming marking everything individually as reconciled.3 votes -
Add Tax Returns tab to client group view
It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.
1 vote -
Export button on WIP Screen
Would like to be able to export data straight from the WIP screen
1 vote -
Schedule and email reports automatically
Would like the ability to schedule the automation of reports and be emailed to staff. For example, schedule each Monday morning to have a WIP Aged Ledger report processed and emailed to staff.
1 vote -
Colum showing the Group
Client list should have a Colum showing the Group the client belongs too
2 votes -
NZ Tax - Multiple IR833 Forms
At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.
5 votes -
workpaper review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
😃2 votes -
Payroll Journals
Allow facility to turn off payroll journals so they aren't automatically posted into the accounts.
Problem: Business which operates in departments and wants COS payroll journals and overhead journals. Unable to split out the NICS/PAYE through payroll, meaning the auto postings have to be reversed every month and new ones created to allow the split of costs into the P&L.
Ideal solution: Allow Xero payroll to split NICS/TAX/Pension costs into ledgers by departments which will negate the need to reverse the auto journals and create manual ones.
1 vote -
Remittance - branding default
When sending remittances we need to be able to set brand theme to standard as a default. Not have to change it every time from unbranded to standard.
I can't create a new remittance default that includes our logo.
2 votes -
Adding Correspondence To Tax Return
It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.
1 vote -
PAYMENT LETTERS - ABLE TO SAVE COMMENT WITHOUT APPROVING/UNAPPROVING EACH TIME
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
2 votes -
Capital Works Depreciation Schedules
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…2 votes -
Xero Tax Return signing
It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.
1 vote -
xero sign email
It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.
2 votes -
For a business needing to invoice based on a percentage share, it would be useful to have an additional column that calculates thepercentage
For a business needing to invoice based on a percentage share (eg horse racing syndicate), it would be useful to have an additional column to calculate the percentage of the full amount.
A fix I have used is to apply a discount of 100- the share percentage but it would be more professional to have a percentage column.1 vote -
Xero Workpapers - Actual Updates to the Product
I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.
Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…
3 votes -
Financial Statements - Delete a bulk of empty notes in Notes to the Financial Statements
Good morning,
I am preparing a set of financials in Xero Reports for a client. One thing I find that takes up time is when the financials have limited account items, and I still need to use the Notes to the Financial Statements.
To save time it would be great if we could delete multiple empty notes at once instead of using the time-consuming process of pressing the three dots and deleting or hiding them individually.
Many thanks.
1 voteThanks for the idea, Tim. I know our product team have been in touch with some work they are currently doing that may possibly solve the idea here. While we look into this I'll shift to Under review here, and round back to share any outcomes. 🙂
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Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
1 vote -
Xero Tax - Accounting for Stock movement
Accounting for Opening and Closing Stock.
In the Trust tax return and probably others, at Item 5 in the business section there is a plus icon you can press to open for 'livestock and produce trading'. In there you can record opening and closing stock, purchases and sales. Currently this is only feeding into the primary production section of the return. I would love to see an option to allow the same information for non primary production businesses. So that the stock can be clearly recorded for a retail business, or a share trading business for some examples. I recently…2 votes -
Copy Reports to Clipboard
Many reporting platforms now have the ability to copy reports directly to the clipboard - this would be great to skip the download-and-open-an-Excel-file intermediate step, when in many cases we are looking to drop the data directly into another spreadsheet or workbook.
2 votes
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