203 results found
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Document Packs: Mark as complete when missing signatures
It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.
We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.
This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.
11 votes -
Document pack - Select email to receive notification for signed pack
A way to have the notifications for signed packs be sent to a specific email address.
For example:
x creates and sends the pack but y is notified when it is signed.11 votes -
Xero HQ: Ask - Preview attachments
Ability to preview attachment before downloading it.
Purpose: Good for clients who want to preview the document without having to download it.
11 votes -
Xero HQ - Report on all client automatic superannuation batches
A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates
10 votes -
Xero HQ | Subscription - Ability to import client codes for billing
It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which…
10 votes -
Xero HQ - Add a Chart of Accounts for use with SMSF's (self-managed super fund)
Have a chart of accounts to be able to use for SMSF's
9 votes -
Document Packs - Select signatories from Xero HQ
Current: Signatory name and email address for Document Packs are manually typed in (once per pack).
Issue: Manual input is repetitive, error prone, and requires switching tabs.
Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.
Potential future features enabled by this:
When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
History of Document Packs attributed to each Xero HQ record.
Document pack creation…9 votes -
Xero Sign - Order the signature
Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.
9 votesThanks for the idea, Sandra. This is something our team are looking into 🙂 We'll shift to 'Under Review' for now and I'll be back with more when there's news.
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Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
8 votes -
Xero Sign - Ability to add a 'Date' field
When uploading a set of annual accounts to Xero Sign, the only option available is to add a signature field.
For company and trust annual accounts, we typically also include a minute and sometimes other resolutions (created from a Xero report pack). It would be great to able to insert a date field in the minute, like you can with other e-signing platforms.
The current workaround is to use another e-signing service to send the annual accounts, and use Xero Sign for the tax returns - which adds confusion for our clients and we're often having to chase them up…
8 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
8 votes -
Xero Sign - Access to view everything in a pack
Xero Sign
Often I send husband and wife docs to sign.
If we put the wife to sign their return, the husband cannot see it in the pack.
This might have been some privacy idea but think in terms of a real physical meeting, you have both pwople checking both, or if you post, both check both. It makes sense they both unde4stand each other.
So ability to see everything in the pack would be good.
Current workaround is I put the return in the pack a 2nd time with no spots to sign, so the other person can see…
8 votes -
Xero HQ - Alerts for unfiled GST returns
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.
8 votes -
Xero HQ | Clients - Export contact group
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.
8 votes -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.7 votes -
Xero HQ - Staff Audit Log
In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.
This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.
7 votes -
Reports - Formatting Notes over many pages
When notes run over two pages - fix formatting so that if a note runs over two pages, it automatically creates a page break so that it appears together.
I understand there are already page breaks, but it is diffcult to know as each client is different what notes are requried and and such you need to export to PDF many, many times, before the formatting is correct.
7 votes -
Document pack - History of IP and email sent to
Document packs having full Adobe functions, in particular the 'audit report' of IP and or email sent to
7 votes -
Report Templates | Fixed Asset Schedule - Tax & Accounting
Add 1 schedule to report packs for both tax and accounting depreciation methods
7 votes -
Reports: Show organisation logo in reports
There must be an option to include the clients logo on any reports that we pull from Xero. Hereby making reports look much better.
7 votes
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