1258 results found
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files
The ability to bulk transfer documents a client has uploaded in FILES section of Xero to Hubdoc so we can utilise the OCR and automation of documents into Xero better
1 vote -
Insert Property field on Activity
It would be a great help if you could insert a field into the activity page which includes the property address that the invoice is for, so that this would be clear which property the invoice relates to rather than having to go into each invoice to see which property it is for.
2 votes -
Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
2 votes -
AU Tax - create custom suspend reason
AU Tax - create custom suspend reason - This would be great to use for reporting purposes when a tax return is placed on hold (or suspended).
1 vote -
Favourite Report List
It's ridiculous that I have to set my favourites on an entity-by-entity basis. It would be much better if I could set a template for myself, where I could set all of my favourite reports which would then appear no matter which entity's ledger I'm in
3 votes -
Xero repeating queries
It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.
1 vote -
Chart of accounts - automating new codes
When you go to add a new account in chart of accounts you should be able to choose an account from the template that was originally used/have saved into Xero HQ. To make more user friendly rather than having to start from scratch.
1 vote -
Provide default net pay report on Payroll
Produce default Net Pay wages report.
Having to use Gross to Net, and not be able to save the customised report is a big flaw in Xero payroll.
Please can we either save custom Gross to Net formats or please provide an easy Net Pay report.
1 vote -
Payroll Employee Summary - filter by employee groups
The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g
The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.
I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I…
2 votes -
select a period for cash coding
allowing a function to select the time period when doing the cash coding, like month, or a specific time period
1 vote -
Gross profit percentage on non statutory profit and loss report
The option to add a gross profit percentage to the non statutory profit and loss would be useful.
1 vote -
Report Templates - Ability to add reporting name when creating new account
Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.
1 vote -
Confidential workpapers for the practice
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.1 vote -
CIS labour income in product and services
I have a growing body of CIS subcontractors who would like to use products and services to save time when raising sales invoices to regular construction customers. Unfortunately, you cannot select CIS labour income when setting up a product and service. If you could it would automate so much of their sales invoices.
1 vote -
bulk
Bulk update account for multiple line entries to allow for easier reanalysis of multiple line items within the software.
Include a feature to make it easier to change the account for multiple line entries at once through the supplier side to make it easier when bookkeeping to reanalyse multiple line items, rather than editing them one by one if they get reanalysed within the accounts.
I.e. for a client I originally posted all AXA payments as insurance, in the accounts they were reanalysed as other staff costs, at the moment I need to edit every single line item included in…1 vote -
BAS - Allow connection where multiple practices connected
Ability to connect to connect to the ATO and lodge activity statements where connected to multiple practices.
We can lodge for clients we hold subscriptions for, but not for clients who self subscribe and grant us access.
Have been advised if you're connected to multiple Xero HQ practices with the same email address and you try to lodge activity statements in Xero with the ATO, you'll get the error message – SBR.GEN.AUTH.006. This is because Xero can't determine which practice you're lodging activity statements in.2 votes -
Sales Tax report with a document date
There should be an option of Payment date and Document date while generating “Sales Tax Report”
1 voteHi Aftab, just to make sure I understand your idea here. When you mention 'document date' would this be the issue date of the invoice or bill, associated to the tax item?
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UK Xero Tax - R&D intensive for period prior to 1st April 23
I see you have recently livened up the functionality for R&D Intensive Companies to claim 14.5% tax credit, but only for accounting periods commencing on or after 1st April 2023. Will you be adding functionality for companies with periods commencing prior to 1st April but ending after 1st April 2023? We have some clients with December 2023 year ends who are R&D intensive and would like to claim the additional relief for expenditure from 1st April 2023.
Thanks
9 votes -
Hubdoc Settings Audit/History trail
We recently had an incident where a client's Hubdoc documents were pointing to another client's Xero file, but it had only changed in the last month. It would be great if Hubdoc had an audit trail for changes to system settings, so we can work out how it happened and put measures in place to prevent further instances.
1 vote -
Xero Tax (UK) | Personal - Show Box numbers
Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?
1 vote
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