1200 results found
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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 -
Xero Tax(AU) - Tab for Returned
Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?
16 votes -
manually send sign reminders after return has been lodged
some clients struggle to access their xero account to sign, but want us to lodge it first.
We still need to resend the emailink to sign
2 votes -
Reports - Add customer and supplier journals
CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…
17 votes -
Hubdoc - Improve performance when generating lines with tax
1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.
Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too
I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this
26 votes -
XPM/Xero Tax - Show Refund/Payable amount in client view/tax return
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
3 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
32 votes -
Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
2 votes -
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…
1 vote -
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 -
1099s - Fully integrate the 1099 Contact page with main Contact page
Xero finally added Legal Name & Business Name fields so we can actually file 1099s properly for sole proprietors that have a different legal name than the contact name. This was a critical improvement But now we have to toggle between two different contact pages because there isn't full integration between the 1099 Contact page and the main Contact page. We want to set up vendors properly from the start, get a W9 on file before our client even pays a vendor ideally (and we're not always going to use your W9 link), and so when we get that W9,…
2 votes -
1099s - Exclude PayPal transactions from 1099 reports.
PayPal transactions should be excluded from 1099 reports but they are currently included.
2 votes -
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 -
Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
7 votes -
Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
30 votes -
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
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