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  1. stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'

    28 votes

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     ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Hi,

    When going into Xero HQ and, more specifically, when going into individual clients tab, as you are well aware there is the notes tab for that specific client. Whilst the notes tab is extremely helpful, I think something that is missing from it is the function and feature of updating all advisors on that specific clients account, about when a note has been added; whether it's by email, app, notification on the website etc.

    As a Xero user, I can admit that I don't regularly check each individual client tab and their notes. This feature would be extremely helpful,…

    14 votes

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     ·  2 comments  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Contacts - Being able to search by mobile number, when we have a missed call or a text message on the phone, being able to search it is before blindly calling them back if they haven't left a message.

    10 votes

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     ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Xero HQ - Business Client Dashboard

    I would like a section in Xero HQ to see key metrics across my business clients in the form of a dashboard screen.

    The data displayed should be almost like an 'early warning system' for practice linked business clients that are falling behind on:

    • Administration (Bank rec transactions, unlodged payruns/bas forms)
    • Business performance is suffering (Significant decrease in quarterly sales, High 90 day+ debtors)
    • Accounts hit certain thresholds set at a client level (Bank account overdrawn, GST/PAYG/Super Liabilities over a certain threshold)

    This could also be used to spot client performing really well too.

    5 votes

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  5. Be able to edit sent document packs.

    Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

    6 votes

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  6. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    4 votes

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  7. Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.

    2 votes

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    1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  8. I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.

    2 votes

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  9. As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.

    Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
    Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…

    2 votes

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  10. I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.

    1 vote

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  11. So annoying that my published reports remove decimals points every time. PLEASE MAKE THIS CHANGE. Published reports should be saved as is!!! Do not modify my published report XERO! We produce hundreds of these reports every month and have to keep adding the decimal back. This is driving our firm insane!!!

    2 votes

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  12. Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.

    1 vote

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  13. Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

    No stop/start. 10 minute auto logout.

    Advantages: no additional work for the user
    Disadvantages: not an exact science.

    1 vote

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  14. Add tax depreciation schedules in report packs.
    Currently, only have the option of accounting depreciation but can't change it to tax depreciation.

    1 vote

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  15. Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.

    For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.

    1 vote

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  16. Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?

    1 vote

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  17. There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.

    1 vote

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  18. I currently do not use Xero Tax. As a BAS Agent I also have to comply with the ATO new client verification & Director ID. Under your new updates I cannot add the information as I do not use Xero Tax. Can you please add the new updates to be incorporated within the New Client set up to allow BAS agents the same facility. I would appreciate if you could consider this issue.

    1 vote

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  19. I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.

    1 vote

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  20. Cash summary report is OK but full cashflow forecasting and reporting (P&L plus Non Operating) is imperative for clients to forecast and track bank movement. This is available in MYOB Essentials (only thing it has over Xero really). Please please please

    1 vote

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