1393 results found
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Hubdoc - Default coding of Document Type
Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.
11 votes -
Xero HQ - Filters for Client Partner and Client Manager
We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.
We would find this feature very helpful when bulk updating client access for our team members when they start or depart.We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.
27 votes -
Depreciation Schedule - Adjustable Columns
Be able to expand or reduce the size of a column in the depreciation schedule.
We are finding when we add extra columns it is making the depreciation method column really large and you cant adjust it. Making the page stretched across longer that it needs to be.See attachment as an example.
1 voteAfter some testing, we discovered that downloading the file in Excel or Google Sheets format and then saving it as a PDF reduces the column size. While this may not be ideal, it can serve as a temporary workaround.
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Integration with Fusesign
We use Fusesign as our e-sign solution and it would be great to have the option to send a document directly into the signing software. We've seen a much higher engagement level with Fusesign than any other e-sign product as it doesn't require another login, it uses SMS/email verification instead.
A direct link would smooth out the workflow from the tax product > signing (and maybe even into client files in FYIDocs).
2 votesHi Matthew, it appears that FuseSign is already an integrated app Partner with Xero. As they've designed and built their integration with Xero themselves they'd it'd be best to approach their support to see if this is something they'd consider extending their integration for.
You can find their support contact details at the bottom of their app store listing.
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Xero HQ - Show totals for client list in Client Insights
Client Insights is fantastic for showing client by client stats.
How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients2 votesHi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
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Practice Manager - Relationship Type
Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.
169 votes -
Job Manager - Set the Primary Contact as the default contact
When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.
This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…
8 votes -
AU Tax - Consistent rollover of percentages in individual deductions
There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.
In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…
2 votes -
Subscription & billings - Show active Trials
Can we please have a filter in the Subscription & Billing tab to show active trails. Currently you can only filter by Active or Cancelled.
1 voteHi Megan, thanks for sharing your idea in the forums here.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Tax - Xero Tax Trust Estimate For ALL Trust Types
We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
We need the estimate to be able to calculate -
- Deceased Estates More Than 3 Years
- Discretionary Trusts where there are Foreign Beneficiaries
- Discretionary Trusts where there Minor Beneficiaries
- Discretionary Trusts where there is no beneficiary presently entitled136 votes -
Recurring task under Xero Project
Enable a recurring function for task under Xero Project.
1 voteHi Daphne, just to double check you're referring to tasks within the Xero Projects feature in blue Xero? I notice you've added your idea within the Xero HQ category so just wanted to check this wasn't related to Job Manager in Xero HQ instead? Reply to my update here to confirm. Thanks
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XPM: Make the Productivity Dashboard exportable
It would be great to be able to print or export the Productivity Dashboard like the other standard reports.
11 votes -
Hubdoc: Filter by duplicates
Should be able to filter by duplicate items so you can quickly go through "duplicates" and then get on with the ones that aren't duplicated
17 votes -
Multicurrency - Cheque/Check Log
We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.
9 votes -
AU Tax - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule
On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?
2 votesHi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
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Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
5 votes -
NZ Tax | AIM - View mapped accounts
When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.
2 votesThanks for sharing, Amy. Not something we have planned at this stage but we'll begin to get a sense of the interest here and let you know if there are any changes for this.
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My Xero
It would be nice if My Xero could allow sorting by the number of unreconciled transactions. Being able to sort by the number of comments would be nice too
3 votesHi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?
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NZ Tax - Comparative Report for prior year
There should be a comparative report available for New Zealand tax returns. This already exists for Australian tax returns. It is an excellent feature that really assists with preparing returns and avoiding missing details from prior years. I would love to see this feature available for New Zealand tax returns. Thank you.
3 votesHi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.
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XPM reports - [Client] Group(s) criteria to show as dropdown list
When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option
3 votes
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