212 results found
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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 -
Report templates - Option to include report fields for Net Profit before & after tax
Report Fields
Would be nice to be able to auto populate the net profit into new reports as older report packs did.The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?
6 votes -
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.
10 votes -
Contacts - Colour coded status icons for invoices and bills
When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
Same applies for Invoices created/sent/paid1 vote -
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 -
User Roles: Set time limit on access
We are currently reviewing our staff access, and have realised that it is currently a labourious process when a staff member only temporarily needs access to a ledger e.g. technical help, auditor access, to cover sick/holiday leave.
It would be great to be able to set a time limit for access when staff or users when they are added e.g. 1 day, 1 week, 2 weeks, or on a given date. This would save practice managers having to keep note of when users needed to be removed and having to do that all manually.
2 votes -
Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages
Reports - Advisor Report functionality recommendations:
1. Ability to add any report (including customized/saved/published reports) to Advisor report packages. I only see a limited selection of reports from the Add Report dropdown. I feel like I should be able to add any report I want.
2. Ability to add separator pages easily (like "supplementary information" page) that don't have the company name/date in the header. This would also be useful for adding a letter / accountant's report on letterhead.
3. Ability to customize the cover page for wording, layout, logo, etc.
4. Ability to create new Advisor Report templates from…13 votes -
New Journal Report - Include document reference
Currently there is no definitive link between posted documents and the Journal Report. Having the Document reference will simplify examination of the audit trail.
6 votes -
Report Templates - Notes to the financial statements - Going Concern
Would be good when using the Xero report templates that when net assets balances are negative that a Going Concern note is included in the accounting policies to the notes to the financial statements.
This seems to be an automated process on most accounting packages that we have used but very much a manual process through Xero.2 votes -
Xero HQ - Bulk remove users
We have lots of Xero systems that belong to one client, one of their admin employees left and we had to remove their e-mail address from each Xero system manually. It would be much easier if we had users' directory and be able to filter by e-mail address and remove people much easier from the associated companies.
2 votes -
Xero HQ - Bills Due for Payment
On the Xero HQ screen a column to show if there are any bills due for payment
1 vote -
Xero HQ | Tax (UK) - View filing dates
Could you add the ability to track client filing dates for CT, VAT, Companies house etc all in one place?
2 votesThanks for contributing to the community here guys. We will soon be releasing a new solution in Xero HQ which provides one central place to manage your VAT, personal tax, company accounts and corporation tax deadlines. I've shifted this idea to 'working on it' for the time being and we'll let you know when it's available.
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Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
20 votes -
Xero HQ | Client list - Update address from Xero 'blue' organisation
Automatically pull through client addresses from their Xero to Xero HQ Client List to avoid having to enter them manually each time and to ensure that any change of address is updated.
5 votes -
Document Packs - Where there's no need to sign
Please can we send Documents without anyone having to sign anything.
3 votesHi Damion, from the sounds you could use Xero Ask queries to interact with your clients instead? Let me know if this works for your needs here. 🙂
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Xero Ask - Link to XPM Job References
Link Xero Ask to XPM Job Numbers. We want to use Xero Ask, but we need it link the questions to specific jobs as well as specific clients.
3 votes -
Xero HQ: See list of organisations pending STP 2 transition
I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?
5 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 -
Document Packs - Send me a copy of the email
Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.
30 votes -
Xero HQ - Bulk update client industries
Bulk update industry classifications in Xero HQ. Import the data through a csv file.
1 vote
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