1362 results found
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preview invoice sales tax and non-taxable
In Invoice preview for a non- taxable line item there is a tax rate on the line item. At the bottom where tax is calculated the total tax is correct (it does not include tax on the non-taxable item). It is confusing for a client looking at the invoice, they may think they are being taxed on the non-taxable item. Can invoice preview show 0% tax on the non-taxable item and the correct tax % on the taxable item.
1 vote -
Digital ID integration
With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).
https://www.digitalidsystem.gov.au/
It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.
Is Xero working on this?
1 vote -
XPM Reports - Final Tax Returns
The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
We could then cross check and archive clients as necessary.
There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
It would save us from having to keep a manual list as some can get missed this way.1 vote -
AU Tax - ITR signatory for deceased or incapacitated individuals
Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.
4 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
gst export
GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?
2 votes -
NZ Tax - Automatically create tax returns on recurring jobs
Automatically Create Tax Returns based on the entity type to the recurring yearly jobs.
Hoping if there is a way to get XPM to add the tax returns for an entity and related party when the recurring job is created for each tax type associated to the entity i.e. if its a company then it attaches that financial year's tax return to the job along with the tax type for the associated parties to the same job. This, of course, to be setup once and may need to be tweaked.
1 vote -
Allocating overpayments/prepayments to foreign currency invoices
The ability to allocate overpayments to foreign currency bills.
Currently we can only post an overpayment in GBP. There is then no functionality to allocate this payment to a foreign currency invoice. There are a few work arounds all not very ideal and cumbersome.
The ability to either allocate these to foreign currency or create an overpayment in the foreign currency that would then allow the allocation of the overpayment would save a great deal of time and effort.
We recently migrated our client from QuickBooks, they are not too happy with the work arounds and much prefer the way…
1 vote -
hubdoc
Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.
1 vote -
View sent emails
It is very useful if Xero can add a feature to view and track sent emails within the system. This will be very handy when we need to check the email addresses sent or resend an email to another contact.
1 vote -
Being able to adjust the journals on the disposal for Fixed Assets
Currently when you dispose of an asset from Fixed Assets, there is a fixed journal in place where you can't change the codes.
I would suggest that these can be customisable.
Yes, it can be corrected with a manual journal but it would be more efficient if we could adjust the nominal codes.1 vote -
Forward & Backward Navigation for Invoices in VAT Return Review
When reviewing the VAT return, it would be highly beneficial to introduce a forward and backward navigation function within the invoice view. This would allow users to move seamlessly between postings without having to exit each screen and manually click into the next one. Implementing this feature would streamline the review process, improve efficiency, and save valuable time.
1 vote -
Bank Reconciliation - ability to match bill and sales credit notes when reconciling transactions
It would be helpful if you could batch allocate credit notes to a bank payment or have the option to select credit notes when matching off payments as having to manually add payments to credit notes is very time consuming.
1 vote -
Reports - Add original currency in the Aged Payables and Summary Payables reports
Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!
44 votes -
Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
6 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
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bank reconciliation
Would be great to have navigation tools on the bank reconciliation pages at the top and the bottom of the page to avoid unnecessary scrolling through transactions.
1 vote -
password Outcome of Assessment (OoA in Australia)
see CX0014868568
can we modify the password settings?
we prefer dd/mm/yyyyor allow us to modify the password in whatever way we see fit.
the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients
1 vote -
Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
1 vote -
Interest Accruals
It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.
1 vote -
Quick Access to Journal
Add the function to create a new Journal to the '+'.
No need to go on to a journal report and then select add new journal.
2 votes
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