1324 results found
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Demo Company - Version for South Africa
SA: Feature request for a Demo Company for South Africa
5 votes -
Xero Tax - Export/import full general ledger from clients software
line for previous assessment if return is amended so correct estimate will appear
private use for depreciation in ledgers
ability to export / import clients xero full ledger into our ledgers instead of manual journal3 votes -
US 1099 - Identify Checks and Debit Card activity on bank accounts
Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.
7 votes -
XPM - Link tasks in XPM and item codes in Xero
It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.
Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.
2 votes -
Xero Tax - Report to show Amended Returns / Activity Statements
I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.
6 votes -
AU Tax - Show Period on the Activity Statement Substantiation Declaration
The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.
7 votes -
Multi-currency - Remove currency
Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)
23 votes -
Bank Rules in Hubdoc
It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.
12 votes -
AU Tax - Option to delete tax agent logo
Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it
3 votesThanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing.
We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.
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Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'
It doesn't make sense that these are part of the same privilege checkbox.
Marking something as Approved is something that a senior person (manager/partner) is responsible for.
Marking something as Out to Sign is something that an administration person is responsible for.
Options are:
Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…28 votes -
NZ Tax - Filter transfer status on Return State
In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)
1 vote -
Workpapers - Carry existing packs forward when creating new ones
The entire workpapers function is inefficient and burdensome. It would be much better to have packs carry forward when creating new packs so that you don't have to add all the notes and work papers back each time. When you roll a work paper pack, having to check & uncheck all the irrelevant sections is a waste of time that would also be alleviated by just being able to roll the prior period pack. The ability to use excel sheets with linked data to the accounts in Xero would be greatly beneficial. Another aggravating and time consuming issue is not…
14 votes -
AU Tax - Ability to print just signing pages in tax returns
I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.
6 votes -
Xero Tax (AU) | Set Yes as the default option on capital gains worksheet
Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.
12 votes -
Xero Tax (UK) | Tax payment reminders
I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks
5 votes -
Ask Queries - Automated reminder notification
Ask Queries - Automated reminders
The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)18 votes -
XPM | ATO Online Services - Automated scheduling of Income Tax Client Report
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
3 votes -
XPM - Add Pause button
When using the start button in the timesheets in XPM to track time on a job, the option for a pause button to pause your time, then to unpause and keep recording your time.
158 votesHi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
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Report Templates - Livestock trading statement
allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos
109 votes -
XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
28 votes
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