1393 results found
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power query trial balance
Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.
3 votesHi team, I would recommend engaging our Developer community with you idea here where we have experts in the space of exporting and syncing data outside of Xero.
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Hubdoc - Feature to group/organise tags
Hubdoc tag organization
It would be extremely useful to be able to group or nest tags within Hubdoc. When there are 20+ tags in use, managing the list of tags becomes unwieldy. The ability to organize the tags within groups would allow more streamlined document management. This is especially important for clients that have been using Hubdoc for several years and have organized thousands of documents using Hubdoc tags, but for whom the majority of documents are being stored for archival reasons. For those, all the inactive tags don't need to be on display all the time. Would it be…2 votes -
AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.11 votesThanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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XPM - Hubspot Integration
Xero Practice Manager integrated nicely with Hubspot for about 10 years. Quitely it's been killed off in 2024 for some reason.
XPM is a major practice management platform, and Hubspot is a major CRM. I don't know why Xero would kill off the integration. But as a practice we need to have the ability to easily market/email etc to our client database. Without an integration in 2025 this is crazy.
The development work would be minimal considering it was already working, and even working with the single client record.
So please turn the integration back on for your partners.
2 votes -
XPM - Easy view of clients government gateway credentials.
Would it be possible to visibly see the Government Gateway currently set up for HMRC submissions for each individual client? At the moment I believe this isn't available, however it would be helpful to be able to view this information via Practice Manager
1 vote -
XPM | AU Payroll - Notifications when a pay run is paid
It would be really helpful to receive notifications when a client pays their payrun.
Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.
2 votes -
Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
5 votes -
Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
11 votes -
feedback
I feel like a dedicated feedback board would be useful. As I don't feel there is currently an appropriate place to give feedback and notify support of things that are not working properly.
For example, I have the new GST returns to trial and there was an actual feedback box in Xero. Where i gave the feedback that i liked the new features but not the look. Now the feedback box is gone and I have just noticed that it tells you that there are unreconciled lines to code. But, they are for the next GST period. Plus the old…4 votesHi Dylan, the team have looked into your idea here and the behaviour you're describing isn't expected and does appear to be more of an issue than idea.
If possible could you please raise a case with our team of specialists at Support and we can take a deeper dive into this with you to work out what's going on. Thanks!
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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…
23 votes -
XPM | Jobs - Change order when moving time
When moving time to another job in XPM and you start typing the client name that the time is to be transferred to, it appears at the very bottom of the list, So you always have to scroll down the screen to see the job that you want to transfer it to. Could it please appear at the top of the list on the screen?
1 vote -
Practice Manager - Sorting Draft Invoices by Job Type
Sorting Draft Invoices by Job Type
Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
Does anyone have…3 votes -
XPM - Report all business structure/tax types to see who is payable
It would be great if there were the ability to run a report of all business structure type Tax returns (AU, CTR, PTR, SMSF, TRT) with who is tax payable and refundable.
At the moment, we can do this for some business structure types, but not all and when adding in these columns, it immediately removes all clients.
1 vote -
XPM - Allocation of job write off/on against users
We have just been advised that we cannot allocate write off/on to jobs rather against individuals or apportioned across those who have charged time to the job. At times, jobs are short quoted for reasons and it's unfair to impact someone's recoverability due to business decisions. There has to be a way to record such write offs without impacting staff or teams time directly rather recoverability of the job.
1 vote -
Practice Manager | Recurring Jobs search - Show results irrelevant of special characters
The recurring job search is sensitive to macrons etc so clients are not showing up when you search. This is unlike the client search which picks up the client whether there are macrons or not.
2 votesThanks for your interest in product ideas and sharing on the search for Jobs with us here, Jean. Appreciate why you'd like search results to show whether or not a special character like a macron has been entered for the search.
While we don't have immediately plans around this we'll keep an eye on the interest for this here, and share if any plans are made.
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XPM - Ability to stop payment letters from being generated for non clients
Hi,
Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We're tracking the interest for being able to prevent payment letters for non-clients through the idea here and if there are any updates we will share, here.
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Hubdoc - Add Last Items line orders & Reorder lines
Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).
62 votes -
Xero HQ Insights - P&L Data & Selection options
Hi,
For the Profit and Loss data (Revenue/ Expense/ Net Profit), should be an option to select last month as currently it's bringing up mid month data and comparing with full month information (ie. running the report 20th October and comparing with either full month Sep 2024 or full month October 2024. A lot of clients invoice end of month or after month end so adds little comparison value.
For Cash Balances, ability to select which bank accounts are displayed might be worth considering. Currently showing loans, which skews the information into negative.
AR & AP, ability to show %…
2 votesHi all, I am pleased to announce that you can now run insights as at the end of last calendar month. To find out more on this, please see the updated About client insights in practice tools support article. Thanks again, for sharing this feedback with us, here!
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Xero Tax(AU) | Hiding TFN - Also hide TFN in Distribution Income Section
In Individual income tax returns, where an individual received a trust distribution, the trust name appears to show the Trust's TFN in the name in the trust distribution income section. It will be great if the hiding TFN feature includes the hiding of TFN in this distribution income section as well.
1 vote -
date selection in Account transactions
There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.
1 voteHi Tavia, just to check when you say the Account Transactions would this be the report or the tab within the bank account?
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