1464 results found
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stripe
It would be great to have the ability to add stripe payment options to invoices created and sent out of Xero Practice Manager.
1 vote -
Workpapers - Ability to lock review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
😃5 votes -
Xero Tax | Payment Letters - Save comment without needing to approve
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
5 votes -
rule identifier
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 -
reverse journal
In VAT return, when the payment to the supplier invoice is reversed, it creates a reverse line of VAT claim but does not show its reference when clicking on it. it just shows the journal figures without any refence which does not allow to see to which transactions it relates to.
Journal is attached for visual understanding where currently no reference is seen.
1 vote -
Xero Tax (UK) - Add CAI (Chartered Accountants Ireland) as an option for Accountants' Report type
As a UK accountancy practice based in in Northern Ireland, it would be great if our Regulatory Body, Chartered Accountants Ireland was available for us to choose as an out of the box Accountants Report. This would then allow us to use this for Company Accounts and then to use the 'default report' option for Sole Traders, who require a different type of Accountants Report.
20 votes -
Re-sending an Activity Statement from XPM
I’ve noticed that when re-sending an Activity Statement from Xero Practice Manager (XPM), it doesn’t resend the original email but instead generates a new one. This can cause confusion for our clients.
Is there a way to adjust the settings or implement a fix or at least give us the option so that the original email is re-sent rather than creating a new one?
2 votes -
XPM - Jobs ordered by state on Job Manager
Would be great on the Jobs panel when sorting jobs by the "State" field that they were sorted by the order of the different states (1 Planned, 2 Job received, 3 In Progress etc.), rather than alphabetically (1. In progress, 2. Job Received. 3. Ready for review) as it makes no sense having jobs listed all out of order as to their actual progress in the workflow chain.
2 votes -
Add a built in date range for "Current Fiscal Year to Last Month" for saved reports
With a built in date range for Current Fiscal Year to Last Month, it will allow for some YTD reports to be saved without having to show info from the current month or manually change the dates each month the reports are run. This would save time when publishing financials for groups of clients each month.
1 vote -
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
210 votesHi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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name of user in account transaction
Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.
2 votes -
Practice Manager | Add URL parameter for Job Code
Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
Good for reporting and referencing from external sources2 votes -
Multicurrency for Cashbook No GST
I have recently subscribed to Sharesight for my Super Fund share portfolio as it integrates with Xero. Sharesight doesn't handle multicurrency bank accounts well but it does sync bank statements from Xero so by using multicurrency bank accounts in Xero and them syncing them to Sharesight the value is added to the portfolio valuation and the historical cost is handled correctly in Xero. Sharesight offers Xero Cashbook plans to their subscribers but I am sure there would be more subscribing if they could have multicurrency as I have seen a lot of subscribers complaining about not been able to use…
1 vote -
Xero Tax (AU) | Import from Xero with substituted accounting periods
I love the function of being able to import data from a Xero file/ledger directly into a Xero tax.
However, it seems that you can only import date to 30 June. It doesn't appear to be able to import for a substituted accounting period.
It would be helpful to be able to select the period to import.
26 votes -
TPAR - Ability to add more than 12 rules
TPAR - Ability to add more than 12 rules. Some clients like to separate out each type of subcontractor they have on the books and end up with a lot more than 12.
3 votes -
AU Tax - Ability to change Capital Gain Tax discount percentage
When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?
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.
4 votes -
bank rec
Would be helpful if it showed a running total for the bank on the bank rec just to check the bank is correct
2 votes -
Autofill/Recall for writing cheques/payments to the same Payee/supplier
When writing Cheques or payments would it be possible for an auto infill/ recall of the previous payment made to the Payee/Supplier, this would save time if the details are always the same and only the amount may vary, it would ensure that the correct/same account is always used giving consistency.
Should any of the details differ then these can be input as currently but an auto infill would save me an awful lot of time as I don't have a bank feed to all the bank accounts I oversee.3 votes -
Adding a changeable label to Tasks in recurring jobs in XPM
It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.
1 vote
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