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4 results found

  1. NZ Tax - Improved tracking and matching of Transfers in Tax Statements

    In Tax Statements, under Transfers tab: the "auto mark as complete" needs to happen by both amount and date. So need the ability to set the effective date for the transfer to occur, therefore if IRD does something different we are alerted.

    Currently if transfer is the same $ value or more, then Xero automatically marks as complete, this should not occur. If the $ is more then the transfer has not gone as expected and we need to be alerted to this.

    For transfers that IRD does that are higher than expected we need to be able to set…

    50 votes

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    6 comments  ·  Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for supporting this idea, everyone.

    While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.

    While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.

    As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.

    While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.

  2. Webinar

    Can I have Xero Practice Manager for project?

    1 vote

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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  3. NZ Tax - Audit check to check IRD number

    When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.

    2 votes

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Franjo, currently an IRD Number validity check is done in Xero Practice Manager tax. Being open we don't have any plans of changing the check that is in place, however we do find most issues are caused when a IRD number is copy and pasted in to Xero and includes lead or trailing spaces which can throw an error.

    We'd recommend typing this in to avoid issues.

  4. Enable custom fields in FuseDocs integration

    It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).

    1 vote

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sally, is this something you've approached FuseDocs about? Many of our connected app partners designed and developed their integrations with Xero themselves and they're best placed to help with any questions you have on extending their integrations with Xero. You can reach their support through one of the options listed on their reviews page. 

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