1204 results found
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Advisor Reports - Allow users to enter dynamic date ranges
Hi can you please add in a function to the adviser reports that allows the users to enter in dynamic ranges, such as current date but can also be extended to other fields. As I do not want to be pulling in a new template each time this error occurs, I would like to just amend the pages by inserting the new date reference.
1 vote -
Practice Management | Financial reports for non Xero clients
Ledger system for Company Financials
I have just changed from Reckon Elite Practice Management to Xero Practice Management.
EPM allowed me to enter data from GL summaries from clients various accounting software, prepare year end journals and generate Financial Reports etc.I've found the Financial Report templates in HQ but can only use for clients with Xero subscriptions.
I would like to know what others are using for the above purposes if their client is not using Xero as their accounting software.
1 vote -
XPM - Add graphs to the dashboard for manager
XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage
3 votes -
Practice Manager | Client & Group listing - Show Amount due & WIP balance
It would very helpful to show the "Amount due" and WIP balances on both of the CLIENT and GROUP listing screens.
At the moment these screens shows the telephone number and address which does not help at all. At the very least give us the ability to customize
these columns so that we can "choose" what to see3 votes -
Xero HQ - Link Xero accounts for different offices
Have a master overview of Xero accounts from different offices.
The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.2 votesHi Cerith - It's possible to 'group' clients in Xero HQ, and you can also manage your staff's access to practice clients.
Or, is it something a bit different you're after?
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Hubdoc mobile app - Ability to scan invoices without internet connection
Users can scan their invoices via mobile app when they don’t have an internet connection.
Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.
20 votes -
XPM - Send job notification when user added to an existing task
Currently staff members are notified via email if they are added to a new Job Task. Can the notification be be sent when an employee is added to an existing Job Task?
2 votes -
Practice Manager - Rename Partner and Manager client field
Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant
2 votes -
AU Tax | Clients - Bulk prepare update reports
Be able to tag and bulk prepare/lodge client update reports at the end of the year to remove clients from our tax agent list.
4 votes -
Xero HQ: Remove date range from footer in Shareholders resolution template
In a shareholders' resolution template e.g., to appoint new directors you currently cannot get rid of the line that says "For the month ended 30 September 2022" or "For the year ended 31 March 2022". I actually want to eliminate that entire line as the date is at the bottom with the signatures or at least have the ability to only have one day at the top of the report.
1 vote -
Practice Manager | Reports: Update fields to be the same value
When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.
This is causing unnecessary extra work for us to fix it manually every time we run the report.
The report should show the same value as how it's entered.
1 vote -
Conversion Toolbox - Populate Reference for imported invoices
When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.
There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.
1 vote -
Xero HQ | Client Set Up - SIC Codes
I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.
4 votes -
Hubdoc - Email-to-Bill Rules
Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules
Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.4 votes -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.4 votes -
XPM - Ability to tag client’s Xero org
Be able to tag clients
Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.
5 votes -
Hubdoc - Extract commission and VAT payable from sales invoice
The ability to deal with purchase commission on a sales invoice
If you sell goods at an auction they will send you a sales invoice for the transaction with the bottom line being the net value (Sale of goods less any commission and vat payable to them). It would be helpful if Hubdoc could deal with this all in one transaction.1 vote -
Invoice templates: Descriptions for advanced invoice fields
Currently the only way to view form fields for Xero Blue invoicing and email templates is in the editor, without an in-depth explanation as to what field actually does. More detail into which field does what would be appreciated, as some are a bit confusing just based off the name.
1 voteHey Evangeline, you can find a full explanation of each advanced template field on our Xero Central article 😊
Looks like that explanation isn't available inside Xero itself though, so thanks for popping this idea through!
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AU Tax - Deductions in tax returns based on ATO Benchmarks
It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.
2 votes -
AU Tax - Reducing BAS amendment steps by removing the form type and auto generate on completion of the statement
Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.
Purpose: To save users time when they’re amending their BAS.
5 votes
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