1232 results found
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Workpapers - Access task documentation in Archived Returns
In XWP when a task is archived you cannot click on the documentation tab on the task/GL level. You can only find documentation via the section at the bottom of the pack.
I think you should be able to click on the documentation on the task/GL level even when achieved so you know what documentation relates to each task/GL account without having to figure it out by looking at the documentation names (ex: if you have 5 pieces of documentation relating to 5 different GL accounts, you see them all grouped at the bottom of the pack and you don't…
2 votes -
Practice Manager - click phone number to trigger an application to make phone call
We are wondering if you could add a script at the phone number field in XPM so that when we click on client's phone numbers, the website will trigger an application (such as Microsoft Teams) to make phone call. This will save us time having to copy and paste phone number onto the application.
5 votes -
Workpapers | Settings - Tax and depreciation default to last saved setting
Hi there
Just a suggestion.
I wonder if we can please make the depreciation and tax depreciation report setting to automatically default to the last saved setting instead of having to save it as default report and without saving it into drafts? Similar to Wrike workflow product.
Thanks
Irene3 votes -
MTD for ITSA
MTD for ITSA
Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…2 votesThanks for your feedback, John - It'd be great to get you to join one of our demo webinars to see our MTD for ITSA product. They run every few weeks and you can sign up here.
Alternatively, reach out to your account manager who can help set that up. If you like the look of the solution you can start testing it with clients now, by joining the beta programme.
In terms of Xero plans, MTD for ITSA will be available on every plan. This means it'll be available on all business plans - Starter, Standard, Premium, but also all partner plans - Ledger, Cashbooks, Bureau, etc.
Clients may also be interested in the new app Xero Go, a simple business tracking and data capture tool, which links to a Xero partner plan so you can see the data and manage ITSA filings.
To discuss in more detail…
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Permissions | Ability to request access to a client
Instead of asking a practice manager administrative to give you access, you can search clients already with your practice, and request access through Xero.
This would save time of the person requesting, and also save time for the administrative person having to key in details as they will hopefully just be able to accept or decline the request.
2 votes -
UK Payroll: Include salary sacrificed contributions in direct pension filings
In XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.
But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider portal without…
2 votes -
Practice Manager | Work in more than one company at a time
It would be great to be able to look at 2 different accounts/companies at the same time to compare and check timesheets in WorkflowMax. We have staff working over 2 accounts/companies and would love to be able to check they have done their designated hours between both.
8 votes -
Practice Manager | Group Profile - Select & view group information
Would love to see features to the group profile. Even if they were custom tabs from the business settings (so it applies to all groups). Some ideas are:
Group information - could be a list of the clients and their partner, manager, class, etc (would be great if each firm could select what client details they want to include from their business settings).
Client Fees - could use this section to add services, fees and notes for each client, and then have this total per service, client and group. This way you can update on the go and see the…
7 votesGreat to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
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Xero Tax - Export data in CSV format
Ability to export Xero Tax in CSV format.
Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.
11 votes -
Xero Tax: Pull contact information from completed W9 form
It would be great if Xero could extract data from the form W-9 and update the associated fields in the contact.
1 vote -
Xero Workpapers - Being able to group entities into one client folder for related entities
To be able to group all related entities together into one sub-folder.
Purpose: Ease of use and navigation when working with Workpapers
32 votes -
AU Tax | View history based on date document pack reminders sent
Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack
Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.
10 votes -
Personal Tax (UK) | Display most recent IR mark on main tax page
Show the most recent IR Mark for Personal Tax returns on the main page rather than having to download the SA100 to view it.
1 vote -
Xero HQ - Alerts for unfiled GST returns
There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.
8 votes -
XPM: Ability to share one client across multiple practices
A lot of businesses use both a bookkeeper and accountant practices for different work. Therefore both practices should have the ability to have the client on their practice lists
3 votes -
Hubdoc | Create invoice from Excel document type
Allow upload of Excel (.xls .xlsx) document.
Many suppliers supply their invoice in an excel format, Before they can be uploaded into Hubdoc they need to be converted to PDf.7 votes -
Practice Manager - RECURRING invoices in XPM
It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.
7 votes -
Purchase Orders: Generate a report on PO by item code
I would like to request that a report be designed where you can determine which purchase orders contain the "quantity on order" on a specific code. At the moment the only report you can pull is one where it shows which bills and invoices contain that code.
We work with thousands of products, and we need to find a way to determine which purchase orders have certain codes. There should be an option to pull a report based on the item code, showing what is on order (including the PO number) as well as the bills and invoices.
This will…
2 votes -
Practice Manager - Customise reports with more fields
Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed
5 votes -
Xero HQ - Add incorporation date
When a business incorporates we cannot add the date of incorporation and therefore cannot print reports for the first year correctly without further work. For first year accounts can you look to make it so that we can have an extended first year
5 votes
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