1369 results found
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XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
15 votes -
UK Tax - Option to not claim capital allowances
There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section
1 vote -
Manual Journal Report with Details
A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.
4 votesHi Brenda, there is the ability to filter by many of the column in the current Journal report. Or is it a different detail you'd like to be able to filter by in this?
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Hubdoc - Auto-Archive for specific supplier
I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.
3 votes -
Xero HQ - Ability to have multiple tax agents for STP lodgements
We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.
This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.
It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…
8 votes -
XPM - Copy Standard Reports to Custom Reports & allow them to be edited/shared.
Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.
2 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
15 votes -
XPM - Manage XPM Client notes using API
We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.
Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.
1 vote -
XPM | Report builder - Option to print clients on separate pages
It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.
1 vote -
Xero Practice Manager | iPad - Search job name
When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.
1 vote -
NZ Tax - Ability to search tax transfers by From and To client
Currently the search only looks for Recipient name.
Would be good to have an explanatory note to that effect in the Transfers tab.Further, and even better would be ability to search the From names as well.
2 votes -
XPM | Job Manager - Attach Documents and Notes to Recurring Jobs
It would be great to be able to attach document and notes t Recurring jobs in XPM
5 votes -
AU Tax | Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
6 votes -
Xero Tax (UK) | Auto journal corp tax and lock the accounts after filing
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
Customized Financials
It will be great for the customized financials reports can remain in the same format every month, instead of having to delete the customization each time.
1 voteHi Taunee, can you share a bit more information about the way you're customizing your reports atm. You can save a custom format that you've set up and if you'd like this to be the default for the org this can also be set. We have some help on this in Xero Central.
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UK Tax | SA100 - Auto add bank details
Automatically add firm bank details to SA100. Most client refunds go directly into our client account and have to be entered manually each time. A way to select from saved details would save time.
1 vote -
Transaction numbers & VAT Reference
It would be helpful to add transaction numbers to all transactions in Xero so you can more easily trace the changes of edits in the software. It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.
1 vote -
Automatically 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
7 votes -
Workpapers - Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files38 votes -
XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…3 votesHi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.
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