217 results found
-
Xero HQ - Link Xero accounts for different offices
Have a master overview of Xero accounts from different offices.
The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.2 votesHi Cerith - It's possible to 'group' clients in Xero HQ, and you can also manage your staff's access to practice clients.
Or, is it something a bit different you're after?
-
Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…1 vote -
AU PAYROLL - Employee Contact Details to have termination date and reason column
On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.
1 vote -
Why does the Styled PDF not show the ABN?
Why does the Styled PDF report not show the ABN?
I thought it was supposed to look the same as if it was published but having to publish it
i.e. I would like to review what the report will look like before it is published.
Can this be updated please - before are anymore financials are published without ABNs!1 vote -
Chart of Report Codes: A powerful features for Advisors
Xero HQ should include a feature called ‘Chart of Report Codes,’ functioning similarly to the Chart of Accounts in Go Xero. This feature would allow Advisors to define and customise Report Codes themseves, rather than relying on Xero's predefined Report Codes, as they possess a deeper understanding of their clients' accounts than Xero. Consequently, Advisors could generate diverse Management Report Pack templates based on different sets of Report Codes configurations to accommodate diverse industries.
1 vote -
HQ Search to auto include Organisation and Trading/Legal Names in search
When we search for a client in HQ, can it please also search Organisation (Display) Name and Trading/Legal Name. This would make it make easier when clients go by their trading names and we need to use legal name. Thank you
1 vote -
Notification of acceptance of a Xero subscription transfer
We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?
1 voteHi Jean, I see you've posted this under Xero HQ - Out of interest is this where you'd like to be able to see this sort of notification?
-
Conversion toolbox - Monthly historical TB Upload Feature
Option to import historical TBs monthly instead of annually.
1 vote -
PDF Report Layout
We would love to be able to customize the report printing to portrait or landscape. It would also be nice to be able to resize columns to stretch or shrink to our need.
1 vote -
receivable by account code
To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only
1 vote -
Xero HQ | Clients - Industry Classification Report
We would love a client report showing the Industry as it is in the Xero Organisation Settings.
Currently the report gives the Main Industry classification but not the Sub Category.
For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.
1 vote -
CIS Verification Date
It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.
If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.
1 vote -
Xero Sign - Link Signers to existing contacts
Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document
1 vote -
Accounts Transaction Description
It would be extremely useful if the Account Transactions download included the description that is entered into the invoice posting. Currently the download description is simply the contact name plus the transaction type. Also please can the download also include Quantity. It isn't easy to produce a report that shows sales in a particular unit of measure which covers all transaction types. For example the Receivable Invoice Detail report does show quantities, but this does not include Receive Money transactions (where a sales invoice has not been posted)
1 vote -
Automation of Dates in Company Minutes
I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.
1 vote -
Document Packs - Drag & Drop files
Ability to drag and drop PDFs into document packs.
1 vote -
Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
1 vote -
Export to .csv file the items remaining on the "Reconcile" screen of the Banks
When clients have not provided the required receipts to complete bookkeeping, I always have to generate a list of expenses they need to support.
Rather than going to the "Bank Statements" highlighting, copying, pasting unicode text to excel and filtering out "reconciled" items, I would like to just click an "export list" button from the "Reconcile" screen and have it generate the list of transactions remaining.1 vote -
Filtering in the Archive Space within Xero HQ
Being able to filter with in the archive space of Xero HQ. This would enable sorting of clients to clean up clients with Xero files etc.
1 vote -
Report templates | Draft - Changes to report code mapping in practice to flow to client org
If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.
You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.
Xero Product Ideas is where our customers can share and support ideas for change.
Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!
1 vote
- Don't see your idea?