1345 results found
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Hubdoc - Make the 'Document too large to attach' message a hyperlink
when xero says 'Document too large to attach. View in Hubdoc' when viewing an invoice, could you make that a hyperlink so i can just click on the link to hubdoc, saves copy & paste, thanks.
1 vote -
XPM - Relationships - Add Share Class Type
The ability to add share class in relationships.
Currently you can only add the number of shares.
However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
SUGGEST: adding a field under number of shares where you can type the share class (see attached example).This is a critical feature for our firm that is missing from XPM.
48 votes -
Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
42 votes -
Xero HQ | Staff - Ability to bulk assign access for 'File MTD VAT Return'
No option to select 'File MTD VAT Return' in bulk for clients when setting up a new staff member in Xero HQ. After assigning the clients in bulk for a new staff member you have to then go into each client individually to give this permission.
25 votes -
Document Packs - Text box for documents within a pack
Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:
Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...
Is there a way to enter a 'text' field into a document as well as a signature?
We send out some authority forms to clients that needs them to add their bank a/c details & a/c…48 votesHi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
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AU Tax: Notification of formation of consolidated group (CGNFT) form
I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.
As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.
It would be great if this can be added as quickly as possible.
12 votes -
Hubdoc - Publish receipt to existing Xero bill
Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.
100 votes -
XPM - First Name and Last Name to appear on XPM Client Main Details Page
Can we please be able to view and individuals FIRST NAME and LAST NAME on the Client Details Screen. Currently you can only see what the First Name and Last Name for a client is by going in to Edit the page. It seems extremely weird that you can't view the First Name and Last Name of a client on the Main Details page when arguably that is the most important detials of an Individual!
3 votes -
XPM - Include category when copying job
When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.
3 votes -
Activity Statement - Ability to revise through Xero
Revise Activity Statement / IAS via Xero when a client has lodged their own IAS/BAS. It would be beneficial for tracking purposes if Xero offered the facility to unlock a submitted BAS/IAS to review & amend and relodge with the ATO. Whilst these can be revised via ATO Portal there is no tracking or record of an amendment in Xero
30 votes -
Workpapers - Option to show Decimal Places
When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.
Can you please update Workpapers so that there is an option to show decimal places?
26 votes -
XPM - Prior period placeholder for recurring job templates
Id like to have a placeholder for the prior period when using the recurring jobs function.
When you complete a bookkeeping job you are doing this on prior period data so the recurring job functionality to use 'period' is not useful as it creates the workflow job a week in advance.5 votes -
XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included
Automatic Activity Statements - Partner/Manager Fields.
Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.10 votes -
Reports - Add average for the account in General Exceptions report
Can there be a date period added to calculate the averages on this report?
We do not find "The average in the account is calculated based on all transaction lines in the account for the life of the organisation" to be of use unfortunately.2 votes -
Practice Manager | Jobs - Add custom fields to recurring jobs
Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.
14 votes -
Xero HQ - Mark months as Reconciled for each client
It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!
2 votes -
Workpapers - Ability to add more users
Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.
69 votes -
Practice Manager - Show tax payment notices in client's Dashboard
In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.
1 vote -
Hubdoc - Sort Hubdoc Docs by Payment Status
I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.
2 votes -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
2 votes
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