1258 results found
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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 -
Find and Recode
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
2 votes -
clock back thetime
Clock back the time without re-entering all information
Many times throughout the day I stopped the clock time in XPM and I start working on another job, then later I might go back and work on the initial work I was working on. It would be fantastic if we can clock back in the initial job without having to enter all the details such as the client, job and task again... it would also save time. The online App Clockify offers this option, you might check it out for reference.. hoping this idea is taking on board sometime2 votes -
highlight
I would like to suggest Xero to have a highlighter tool, this would be handy when viewing wide spread comparable reports.
Currently we are exporting to excel to be able to highlight figures/rows.
There are no certified browser add-ons for this tool, and once the page is refreshed it will be lost at the browser level.
It would be handy to keep the highlights even after the page/report is refreshed on the browser.
Thank you !
2 votes -
Xero HQ - Add Client reference number column
Add 'Client reference number' to column customization
would be really handy to customize columns and see the Client reference number
3 votes -
1099s - Exclude Ramp credit card transactions from 1099 reports.
Ramp credit card transactions should be excluded from 1099 reports but they are currently included.
4 votes -
Xero HQ - Add a Chart of Accounts for use with SMSF's (self-managed super fund)
Have a chart of accounts to be able to use for SMSF's
9 votes -
Reporting - Option to include zero-balance accounts in the Trial Balance
The TB in Xero does not show lines that have a nil balance, however, you may need to drill down on a line that has a nil balance but may have have transactions (such as a control account). Could an option be added to the trial balance that would allow it to be displayed either with or without the nil balances?
12 votes -
Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
11 votes -
Xero Tax (NZ) Part year returns IR3s
If the part year return has be ticked, a box should be added in the tax calculation for us to include the part year adjustment as xero does not calculate this
2 votes -
Workpapers - Integrate with the Xero trial balance
Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.
83 votes -
2 votes
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Fixed Asset Adjustments
Xero fixed assets need the ability to make adjustments to the costbase. Sometimes there are partial sales or additions to existing assets and cant do an adjustment to the asset, have to create entirely new asset or sell and redo new asset. This makes some calculations hard as the depreciation schedule doesnt show disposals correctly either.
2 votes -
Practice Manager | Jobs - Ability to update job Tax Return is associated
Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.
38 votesHi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
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Archive Tax returns
It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year
4 votes -
Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
7 votes -
Xero Tax (AU) | Include Company PAYG instalment as part of the return
Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)
7 votes -
Xero Super - "mark as paid" contributions which have gone to SGC Charge Statement
This would reduce the number of duplicated payments - where clients pay the ATO under a Super Charge Statement, then pay again through Xero super once staff fund details become available.
3 votes -
Hubdoc - Convert bank statement to csv file
We would like Hubdoc to convert an uploaded Bank statement into a csv file.
So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.233 votesHello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
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XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access
Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)
90 votes
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