154 results found
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Xero HQ - Export ALL the columns of client data in Xero HQ.
The client export only downloads the clients Name, phone number, email and business structure. It would be very handy if we could export ALL the data which should be simple given the addtional columns already exist.
It would also be helpful if you could also sort the other columns on the view screen rather than just the client names.9 votesWe're pleased to share that this change is going live! You can now export all columns of the client list ✅
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Practice Manager | Client record - Show preferred name
We have a number of clients who have a preferred Name other than their legal name. Whilst we can only put in their legal name (for the preparation of their returns) it would help our staff and the rest of the team to be able to put in their 'PREFERRED NAME' so that it showed up in the main contact area in XPM so that they would know to call the client by their preferred name rather than their legal name. A lot of clients get upset if you dont call them by their preferred name.
116 votesHi everyone, back with an update 🙂 As some may have seen on our Blog on 8th Nov we introduced a new field for individual and sole trader client types - Display name!
This is an open entry field, and enables you to enter your preferred client name that’s shown when searching for clients in XPM and HQ.
The Display name will become mandatory for individual client types with the First and Last Name fields becoming optional.From this date, for individual and sole trader client types;
Existing - When you edit an existing individual client type you’ll be able to change Display name to what you prefer without touching First and Last names.
New - When adding a new individual client type, you’ll have full control to enter the client Display name and First and Last name.
These changes are all steps toward providing a single source of truth… -
Practice Manager | Clients - add a field for Xero org name
Xero org name - this would be handy at client level. We currently put this information into the Contacts (e.g. Contact: ABC Dogs Position: Xero org known as this), with the improved Contacts field its not an appropriate place to put this information anymore. We have put it here as we can search for it, when applying Xero subs this is the only way we can identify this client with XPM.
9 votesHey community,
This has now been delivered 🎉 as part of our move to a Single Client Record, you’ll now see a link to a client's Xero Organisation when viewing their profile in Xero Practice Manager.
Heads up! This field syncs with Xero HQ and can’t be edited in XPM. If you need update the Xero Organisation, make the changes in your Xero HQ Client record first and they'll appear in XPM 😊
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Personal tax attachment
How do I attach a calculation (CGT) to a personal tax return? It's currently not possible to attach and save personal tax documents to Personal tax that will not be submitted to HMRC.
I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts.
1 voteHi, thanks for raising this idea - I'll switch it across to delivered as this is something that can be achieved in Xero Tax.
To include include your own calculations for CGT in the Personal Tax return. You will first need to add the Capital Gains schedule and check the box to indicate that you are including your own calculations.
You can then head to the attachments page and upload your calculations.
The Generate a personal tax return support article has information on how schedules can be added to the personal tax return.
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Xero Tax(AU) | Add Division 293 to tax estimation sheet
Add the calculation of our clients Div 293 liability to the tax estimation sheet.
96 votesHi everyone, as noted by another user on this idea this has been available since the 2020 tax return year.
The division 293 tax calculation can be calculated by creating a Superannuation contribution worksheet on the individual tax return. Once the worksheet is completed, on the estimate click on the 'Show fields' button next to the heading 'Other amounts that may affect the tax estimate'
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Xero Tax - Share Capital note
Share capital note - in many accounts production packages there is a share capital note. It would be good to have this available in Xero Tax. If not, please could you add the functionality to add a custom note, which would enable us to add a narrative and a simple table.
2 votesHi there, I'm pleased to let you know that a share capital note is now available! Thanks for sharing and supporting this idea 🙌
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Reports - Add Spend /Receive Money report
If I had a spend / receive money report I could just review it against my AR and AP reports.
3 votesHi team, returning to the idea here I wanted to highlight a few reports that could provide the view you're after.
Depending on your needs a Contact cash activity report could be useful. Alternatively, you could run the General Ledger Detail report and add a Filter for Source to only select Spend and Receive money and see these transactions for all contacts posted in the period.
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Personal Tax (UK) - Trust income (SA107)
I have just discovered Xero Tax can't do Trust Income pages. We need the full suite for Self Assessment.
8 votesHey everyone, just popping in to shift this idea to delivered! We are pleased to confirm this has now been released in UK personal tax.
Please select 'New schedule' and then 'Trust and estates' in order to add this income.
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XPM | Job Manager - Edit and Search
Ability to update the start and due dates directly in the new job manager (currently still need to go into each job directly and edit to change these dates)
Ability to search for specific clients with active jobs in the search bar (currently can only search the job number and job name).
So far our team is loving the new job manager on XPM - has made our workflow process much easier and efficient!
12 votesThank you for your patience! We're excited to let you know that you can now use the search bar in the All Jobs tab to look for jobs by a multitude of criteria, including client name.
No matter how you structure your jobs, you can find the jobs relevant to the task at hand either using the client name, job description, job number or the job name - Now that you can do all this in the All Jobs tab, we've also removed the Search tab in Job Manager as it's no longer needed (All Jobs has feature parity with the Search tab).
Appreciate starting a new idea specifically for Job start and end dates and we'll be sure to update you all there, if there's any news for this. 🙂
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Hubdoc - differentiate credit notes from bills
Current Hubdoc behaviour is that the user must choose a single default document type per vendor and all documents for that vendor are treated the same. So if a credit note is uploaded for a vendor that usually sends bills, then that credit note is loaded to Xero as a bill.
It would be good if Hubdoc could differentiate between different document types for the same vendor.75 votesWe've reached a milestone! - Hubdoc credit note detection is now available to all Hubdoc users globally who are connected to Xero or QBO!
As mentioned previously, when detected Hubdoc will flag the document for your review, from which you can Publish as a credit note.
Thank you all for your feedback and contributions to this idea 😁
- Xero Blog - Hubdoc can now detect credit notes automatically
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XPM - Job Manager - Add Staff Column
It would be great if there could be a column added for Staff and or Manager. You can filter it by Staff by having it all in one place would be easier to workflow etc as you can customise it for month by month or whatever option, then and also Partners can then see whos working on what in one place
9 votesHey community, thanks for all your feedback around this idea - this is now live!
Earlier this month we rolled out some changes to the Job Manager in XPM, and you'll now have the option to include three additional columns in the 'All Jobs' menu.
In addition to 'Staff assigned' we've also included a column for 'Manager assigned' and 'Partner Assigned'.
You can see how that looks in the attached screenshot 👇🏻
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Reports - Add FX rates to reports
FX rates to be added back to new reports like they used to be in the old reports. Otherwise how do we know what exchange rate is used for conversion at any given time?
Thanks
3 votesHi everyone, along with earlier reports I mentioned, our team have now expanded disclosures for foreign currency to the following reports;
- Receivable Invoice Detail/Summary (And all common formats)
- Payable Invoice Detail/Summary (and all common formats)
- Contact Transactions Summary
- Supplier Bill Activity
- Customer Invoice Activity
- Bank Reconciliation Summary
- Executive Summary
With this release we'll shift this across to delivered. If there's another report you'd really like to see this on, do start a new idea and we can begin to get a sense of the interest for that as well. Thanks!
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NZ Tax - Prevent return finalisation when PIE exceeds what's claimable
In a non resident return it would be good if Xero could prevent finalisation of the return where the PIE tax credit is in excess of what is claimable under the Tax on Taxable Income/Taxable Income x PIE Income formula. Thanks
1 voteHey Claire, rounding back to your idea here I wanted to confirm that when running an IR3NR return there is already a warning that'll appear if PIE tax deducted exceeds tax on taxable income.
This will prevent the return being filed in Xero until the figures have been amended.
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AU Tax | ITR - Managed fund distribution worksheet - discount capital gain prefilled incorrectly
Re Managed fund distribution worksheet, the field 'Current year capital gains - Discount method (Grossed-up amount)' was prefilled incorrectly.
It's prefilled with net amount instead of the grossed-up one, results in validation error, need to manually edited it.
It could be great if xero can fix this, thanks :)
24 votesHi team, apologies for not returning to this idea sooner. You'll find the Managed fund worksheet now has the ability to state whether the capital gains is reported as Gross or Net which will allow the Capital Gains Tax worksheets created to be correct.
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Xero Tax (UK) | Directors report - Include Directors' responsibilities statement
Please could you include the Directors responsibilities paragraph in the directors report as this is best practice.
4 votesHi everyone, returning now a few months on from our last update and we're going to move this idea to 'Delivered' with the change the team made to FRS102 1a - New notes and disclosures + Directors report 🎉
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AU Tax | Company Tax Return - Partnership & Trust Distribution Worksheet
It would be good to have a version of the "Partnership and trust" worksheet from the individual tax return in the CTR as well. This would make it significantly easier to enter the correct amounts at 6D and 6E.
Having the appropriate amounts entered in the worksheet flow through to the capital gains schedule and the franking credits section of the calculation statement would also be advantageous as it would remove a lot of manual work associated with these items.
39 votesHey team, we've recently introduced the Trust Income Schedule in Xero Tax(AU). With the Trust Income Schedule if a trust or beneficiary relationship has been set up in the client’s screen, these distributions save automatically from the trust return into the receiving return’s Trust Income Schedule - You can find out more on these changes on Xero Central.
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Reports - General Ledger: add opening balance and closing balance columns
New General Ledger Summary Report - please bring back opening and closing column balances for this report.
3 votesHey community, 👋 coming back across your idea here you can actually already do this. With the General Ledger report you can add opening and closing balance columns by clicking the More button, where you'll find this as an option. Just click Update to re run the report. 😊
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Xero Tax (UK) - Expense tag for Loss on Disposal of Fixed Assets
Currently when selecting "Profit/(Loss) on disposal of fixed assets" as an iXBRL tag, it only works where there is a profit, and therefore whether it's a profit or a loss, it shows it as income in the P+L on the accounts.
Xero Support have suggested posting here to gather support for a "Loss on Disposal of fixed Asset" code that hits the Expenses categories, and changing the Income one to "Profit on Disposal of fixed asset".
Personally, on the basis that the existing code isn't flexible, I don't know why this isn't how it was set up originally.
Hopefully gathering…
6 votesHey Jason, thanks for starting this idea. We're pleased to share that this change is now live! Our product team have added a second tag for profit and loss on disposal to cater for whether that results in a profit or a loss separately. For a loss on disposal an expense tag can now be selected which will also present a loss on disposal within expenses.
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Personal Tax (UK) | Add HMRC Details & Payment Reference to Payment Report
More complete information added to the Payment Report for personal tax, so that the Payment Reference and HMRC bank details are included as well as the amounts to be paid. Then this one page can be sent to the client and avoids a lot of additional time spent sending them separate info on how to pay and what the reference is. BTC do this really well
5 votesHi everyone, we wanted to come back and confirm that as part of the compliance release for the tax year 2023/24 the payment details were added to the payment report. This should be visible to you now in the personal tax product.
The payment details default to HMRC Cumbernauld but If you'd like to change this, you can go to the Other return information schedule and "HMRC payment details" to select HMRC Shipley.
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Personal Tax (UK) | National Insurance Contributions
Automatic exemption of national insurance contributions for clients over state pension age. In many other accounts production softwares this is already automatic and is calculated from the date of birth. The more manual input there is, the more room for error and this is something that could easily be missed by someone who is used to automatic functions.
14 votesHi everyone, I'm pleased to update you all that this feature has now been released!
Now, if you enter a date of birth and the client has a trade, Personal Tax will automatically set Class 4 NIC to exempt where the client has turned state pension in the prior year. 🙂
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