1464 results found
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Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs
We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.
20 votes -
Financial reports - Do not remove date fields in notes when using "Edit layout"
In the last financial year, we made multiple and significant layout changes to the accounting schedules in our financial notes.
Therefore, we intend to 'Copy and Edit' most of our financial reports. However, we have found that when you 'edit layout' it removes the date field codes in our numbered notes regardless of if you edit the number notes or not - therefore losing it's auto updating feature.
As a result, we are now having to manually update the year in all of our financials, or start from scratch.
Please make it so edit layout does not remove date fields…35 votesThanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.
We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.
If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.
If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊
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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 -
XPM - Connect Microsoft Outlook for client sync
I have just learned that XPM does not connect to Outlook and thus Client data is not synced. I thought this would be the most important information to sync with outlook, Afterall clients are who accountants communicate with most.
4 votes -
AU Tax - Cover Letter Template to include Spousal Tax Information
The Cover Letter shows the Taxable income and refundable/payable amount, can it also then include spousal tax return information so we can send one cover letter for two tax returns.
4 votes -
Chart of Accounts: Reporting Name for Bank Account
In the Chart of Accounts, are able to add a Reporting Name, being the name that will appear in the published Financial Statements, for all accounts other than Bank type accounts.
Would be good to be able to add a Reporting Name on a Bank type account, as for the Client they want to see on their dashboard eg Expense Account - Business Unit so they know which bank account using, but in the Financial Statements want to show as "ASB Bank - Current Account".
While can do this by setting up a Group in the report, this means customising…1 vote -
Avoid blank beneficiary schedules from generating on tax returns
In Xero Tax we need to be able to indicate that a beneficiary does not receive income in a financial year so that the tax return validates without deleting the relationship in XPM. Vice versa in the beneficiary return ie: individual, company another trust we need to be able to indicate they are not receiving trust income so that this return also validates without deleting the relationship in XPM
1 vote -
New column for transaction report
To have the contact account number to be added to the transaction report which you obtain from the bank receipt for sales invoices.
This would be so handy to have to do an import report with this column to be added into it please.
1 vote -
Management Report - Add VAT returns
Allow the VAT return to be added to the management report function.
1 vote -
Enable Capital Works Deductions in Rental Schedule for ITR
Hi Xero Team,
It would be highly beneficial if Xero allowed users to record Capital Works Deductions directly in the Rental Schedule for Income Tax Returns (ITR). Currently, this critical aspect of rental property deductions has to be entered manually, which defeats the purpose of using accounting software to streamline and automate tax compliance.
Including this feature would:
- Improve accuracy and efficiency.
- Reduce manual effort and the risk of errors.
- Make Xero a more comprehensive tool for rental property management and tax preparation.
Please consider implementing this functionality in future updates. It would significantly enhance the user experience for accountants…
1 vote -
Xero HQ | AU Payroll - STP Finalisation Status report
Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".
3 votes -
A copy or Dummy group certificate that we can generate from Xero for staff
I still have lots of staff asking to see a Group Certificate, especially if they have not put their tax in for a few years. It would be great if we could generate a "dummy" group certificate for the staff member, after the end of financial year. It give them the info they want immediately and adds professionalism to our company if we can provide what they need.
3 votes -
XPM - Comment field in Job Manager view
I love the new Job Manager view where you can hide or show columns as you need. I would LOVE a column for comments. For example say a job is waiting for a client to send a particular document I'd love to be able to add that in that view. Or maybe that field could show the latest note made in that job. It woudl save us having to click into the job to see what was holding it up.
46 votesHi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.
For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.
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default bank account in e-invoicing
Have the ability to set a default bank account for e-invoicing for clients to pay into
When an e-invoice is sent, it asks for the bank account to show on the invoice which takes time & there is a risk of selecting the wrong bank account.
2 votes -
Xero Tax - Add a simple tax calculator
Tax calculator - Handi has a button you can press for a tax calculator, just enter the income and it shows the Tax, Medicare & offsets (low income & former low & middle income). Awesome feature that allows you to show a client quickly why their refunds are low. Also allows a quick cross check.
20 votes -
Process receipts on hubdoc app
Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website
1 vote -
bugs and errors page - 2024 ITR compulsory HELP repayment wrong
see CX0015377165. I was informed on 5/8/24 that the HELP repayments on green xero tax estimate is being calculated incorrectly.
It would help if xero has a dedicated errors page to notify users of potential bugs/mistakes so that when we do advise our clients, we can provide them accurate information and disclaimers - such as telling them that the tax estimate on xero is currently not working, so we will have to prepare you a separate but correct tax estimate.
3 votes -
Batch Payment detail field is too small
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
client insights
Client Insights - Ability to see all clients lock dates within xero.
We use these as month end closing records and would be good to ensure we can run our eye down the list to see everyone has met their month end due dates and which clients need assistance.
2 votes -
Document Packs - Drag & Drop files
Ability to drag and drop PDFs into document packs.
1 vote
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