1169 results found
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Xero HQ: Send Engagement / Disengagement letters from Xero
We would like to upload our own Engagement/Disengagement Letters/Privacy Notice, etc into HQ, is this something that would be useful for other Accountants/Bookkeepers? Are there plans to be able to do this in the future?
5 votes -
Workpapers - Highlight accounts that need attention
Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?
27 votes -
1 vote
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Document Packs - Select signatories from Xero HQ
Current: Signatory name and email address for Document Packs are manually typed in (once per pack).
Issue: Manual input is repetitive, error prone, and requires switching tabs.
Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.
Potential future features enabled by this:
When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
History of Document Packs attributed to each Xero HQ record.
Document pack creation…12 votes -
Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs
18 votes -
Reporting - List invoices and Bills separately
When I go into Customers and drill down, I like to be able to see the layout that invoices and bills are shown separately and I can select which one I want to view. This will no longer be the case with the new report formats. Is there any conversation that this could be requested? Thank you
1 vote -
Xero HQ - Add user to all practice tools (HQ, Workpapers, Tax) in one click
Instead of having to add users in three places (HQ, Workpapers & Tax), have the ability to add them once and this then flow through to the additional tools in use at the practice
4 votes -
Clients - Ability to view if a clients deleted from Practice Manager
Please can you provide a way of detecting when a contact has been deleted in XPM. It's provided on the client list api as IsDeleted for clients, but not for contacts. An IsDeleted prop on the contacts would be very useful. Unless someone knows another way of getting this info?
3 votes -
Practice Manager - Update multiple Client Group Details at once
Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).
24 votes -
Xero Tax - Bulk ability to move filed to archive
There is an issue with AIM reports going direct to filed tab and have to be individually moved to archived.
There should be some bulk ability to move filed to archive
2 votes -
Tax Workpaper - Imputation credit for "tax provision per P&L"
Hi there,
Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"
25 votes -
XPM - Bulk edit Milestone
Bulk edit milestones
I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.15 votes -
Xero Tax - Add support for swiss tax
I have an international client who has just switched to Xero but their main business is in Switzerland (complicated tax rules). Can Xero provide add an add-on to Swiss Xero users to comply with the tax rules there.
3 votes -
Xero Tax (UK) | CT600 - Amend with HMRC with NO accounts to be attached
With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?
7 votes -
Hubdoc: Submit purchase orders in Hubdoc to connect with purchase orders in Xero
Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
Currently it requires an employee to access another system which would be good to limit.11 votes -
NZ Tax - Set up alert/notification for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
4 votes -
AU Tax - Ability to cc another contact
When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)
16 votes -
Workpaper | Fringe Benefits - Motor Vehicle private use
Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.
26 votes -
AU Tax - Summarise the capital losses from prior-years returns
We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.
Thanks,
Phillip7 votes -
Hubdoc - Mark invoice or bills as paid when document mark as 'Paid' in Hubdoc
You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?
9 votesHello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
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