217 results found
-
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
9 votes -
Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
9 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.
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 votesHi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.
Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.
-
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…
9 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.
9 votes -
Xero HQ - Ability to have multiple tax agents for STP lodgements
We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.
This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.
It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…
8 votes -
Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
8 votes -
Xero HQ | Clients - View clients that need to file GST
Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.
You cant even generate a report for this in myIR Intermediary.
8 votes -
Projects: Post journal entries directly to Projects
Ability to post to individual projects from journals.
8 votes -
Xero HQ | Document packs - Record of messages sent
Currently once the document pack is sent you can't see the message that you have sent the client. It would be good to be able to see what you have told them- especially if you are providing them with additional information but you don't want to have to do a separate email.
8 votes -
Recording Statistical data
Xero should be having a feature Statistical GL where one can enter statistical information or numbers which are vital for analyzing business trends.
For example, If I am maintaining books of a restaurant and I want to record daily covers (footfall or number of customers) which can help me analyze revenue per cover, spend etc.
There should an option to create some designated ledgers to input and maintain these statistical information which does not affect any financial statements but can be used for business performance analysis.8 votes -
Direct Debit Aged Payables
1) In financial details of suppliers - to be able to input whether they are paid by Direct Debit and a date if applicable or Bank Transfer etc.
2) Aged Payables report separating out direct debits from manual bank payments.
This would be so handy to be able to provide clients with a list of expected direct debit outgoings and a separate list of manual payments requiring payment.
7 votes -
Settings - Reducing the size of text/fonts on the screen
Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…
7 votesThanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
-
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
7 votes -
Xero HQ - Export list of users for each client
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
7 votes -
Reports - Add currency information to Journal report
The Journal report does not show any currency information, it would be very helpful to chow to currency and the debit/ credit source amounts.
7 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?
7 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.
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
- Don't see your idea?