1320 results found
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Xero Tax (UK) | Change the headings used in the notes to the accounts of statutory accounts.
Change the headings used in the notes to the accounts in the statutory accounts.
Trade creditors/trade payables- just use one not show both.
4 votes -
Workpapers - Bulk upload attachments to queries
Ability to upload multiple documents to workpaper queries at one time, currently can only select and upload one document at time which can be quite time consuming if a client has supplied you with 12 months bank statements to upload. I note this bulk upload feature is available when saving supporting documents to workpapers so not sure why this functionality can be expanded to include queries?
5 votes -
NZ Tax - Edit the name of PDF attached in tax payment letter emails
Would be cool to be able to edit the name of the PDF attachment sent with the Tax Payments emails from "PaymentLetter" to a name that is more specific to the client.
Would be particularly helpful where a client has multiple entities to pay tax for.
Possibly use XPM merge fields for the pdf file name? for example "{Client} Payment Letter due {PaymentDueDate}"
3 votes -
Document Packs - Signature placement
When adding signature placeholders in financial statements etc, put the placeholder where cursor is and not at the top of the page.
26 votes -
Xero HQ | Clients - Export list by group
There is no option to export a group of clients appearing on the screen. We have different managers managing different groups of xero clients and they need to see this rather than export the whole client list and having to sort on excel
9 votes -
Practice Manager | Timer - Turn into separate modal to use independently
It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.
3 votes -
Document Pack - Ability to change signature size
Would be great to adjust the size of the Signature Box, as some documents have no room for a large text box
4 votes -
Practice Manager | Reporting Fields - Invoicing
It would be great if we could report on more fields in XPM - in this instance, who does an invoice in XPM. There is a history section in the invoice, but there is no way to add this data to a report. E.g. I am using a 'job report' that includes the 'Date Last Invoiced', and it would be great if we could also show 'who created the invoice' (and/or approved and exported). We have tried adding a custom field on the job to allocate the staff member, but as this is manual, it would be a lot easier…
5 votes -
Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
11 votes -
Reports - Show Net column in Debtor reports
It would be really helpful to be able to able to pull off a debtor report showing the NET figures, not gross. As i am continually being requested by IF to reproduce debtors report as net as they don't fund the VAT !
1 vote -
Xero Sign | Document Packs - Allow bulk signing when client has multiple documents to sign
Would be great to have an option for clients to bulk sign a document pack e.g. similar to Docusign where multiple pdf's are treated as one document.
At the moment, if there was a document pack with 15 BAS's, the client would have to click into the individual document, click the signature boxes and click to confirm signature. They then have to click into the next document and repeat the same process another 14 times.
Would be good to have a feature/option we can select when sending out the document, so the client can sign the documents in bulk.
4 votes -
NZ Tax - Publish a GST return with alphabetically listed Account names
It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.
4 votes -
Hubdoc - Detect Receipt Edges
Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on
31 votes -
AU Tax: Colour code text to distinguish between refundable and payable amounts
Just a simple one, but it has something I've spoken to many Xero account managers over the years.
When preparing a tax return, you currently see an amount payable or amount refundable in text, and the dollar amount in bold black next to it.
I feel that it would be a simple, yet positive change, to have the dollar value display in green when there is an amount refundable, or red when there is an amount payable. The colour system ensures that there can never been any mistake when quickly glancing at the dollar amount, for instance, when doing a…
8 votes -
Practice Manager | Select multiple relationships at once
It would be great if we could have the ability to apply multiple relationships to a single entity at once, perhaps as a multiple checkboxes. So for example, when setting up a company, we might have one person who is the Director, Secretary, Public Officer and Shareholder but at the moment we need to add these in one at a time.
30 votes -
Practice Manager - Automatically create returns when recurring job is created
The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
It would be very helpful by saving time and assist us in making sure they are all filed.25 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
11 votes -
AU Tax - Bulk reminders to sign returns
tax return reminders to sign bulk send out reminders once exceeded the 3 reminders.
also notification if email address has a typo and doesn't deliver to the client
4 votesHey community, thanks for you interest in this idea.
Wanted to let everyone know about a change to document packs in Xero HQ 😊
Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.
As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.
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Xero Tax(AU) - Audit Trail for changes to a tax return
We suggest to add the option to view TAX return versions when modifications are made to the return.
We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.8 votes -
XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs
We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.
Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.
11 votes
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