1320 results found
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XPM - Increase the character limit for Bank Account details
Please increase the character limit in the Bank Account Name field to allow for longer business account names
30 votes -
Workpapers - Automatically populate GST Adjustments
Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper
39 votes -
Workpapers - Export & print linked files
Xero workpaper would also show the actual file report and not just the links when exporting the workpaper. This is only available for files uploaded to the workpaper. Our practice uses FYI docs where all the relevant schedules, documents, and files are uploaded and we simply link it to Xero Workpapers. This is also helpful for practices who are using cloud storing services for documents and files.
11 votes -
Hubdoc - Quick view of outstanding receipts
Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.2 votes -
Xero Tax | Search - By Client ID Code
XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.
We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.
31 votes -
AU Tax: Pre-filling capital losses
The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.
7 votes -
AU Tax | SMSF Returns - Import from BGL/Class
Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet
2 votes -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
5 votes -
Xero HQ | Report Template - export to MS Word
In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.
It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..
Thanks
6 votes -
Xero Practice Manager: Report on which staff can access client tax returns.
Xero Practice Manager - Tax
I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.
9 votes -
Practice Manager - Bulk Job Name Update
Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.
13 votesHi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
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Hubdoc - Show Tax Exclusive in the Edit Document tab
Making the tax exclusive options in Hubdoc showing in the Edit Document tab.
Purpose: To avoid publishing the document with the wrong tax type.
28 votes -
Hubdoc - Automate receipt publishing rules
I have 19 rental properties with 19 separate AT&T internet bills monthly. There needs to be a method within Hubdoc to automate publishing each receipt to a uniqueTracking Category each month. Right now it is all manual and very time consuming.
2 votes -
Hubdoc - Search function or the ability to sort documents within Hubdoc
Search function or the ability to sort through documents in Hubdoc by supplier or amount etc
25 votes -
XPM - Floating header on Client list
Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)
3 votes -
Xero Tax - Change default setting for showing/hiding TFN on post 2018 returns
Xero currently defaults to print/show TFNs on 2017 or older returns (eg Show TFN ticked). However it defaults to NOT print/show on 2018 - 2023 returns. We have been told this is something we cannot change in our settings, it would be a much safer option if we were able to control this setting, or at least have it all operating the same way.
3 votes -
Clients - Ability to assign multiple job numbers
we use job numbers to identify the works being carried out so I entered the Job number in Contacts against the Client name but this number comes out on the invoice against the client name on the address block. It would be good to be able to have multiple jobs nos for each client so we can identify the job no. on the Customer page
2 votes -
Practice Manager | Client - Add Non Active to Return Type
Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.
18 votes -
Xero Tax (AU) - Ability to hide client / contact fields
Ability to hide more sensitive data from staff.
I have an employee who works overseas. Currently I think we can only hide the TFN details but it would be good to also be able to hide date of birth, address and now Director ID details.
They do not need to see all of the sensitive data when preparing tax returns so it would be good to have some options of what data we can hide from employees.
Thanks
5 votes -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
10 votes
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