1058 results found
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Ability to convert an Adhoc job to a normal job
In the new job manager Adhoc jobs no longer appear in the all jobs list.
As part of our Adhoc time review we would turn an Adhoc job into a regular job by changing the name, adding a budget, updating date etc. We have just done this for 50 jobs but they don't appear in the all jobs list.
There needs to be a way to turn an adhoc job into a regular job. Creating a new job and moving time is an unnecessary step when an adhoc job appearance doesn't look any different to a regular job.
This is…
3 votes -
Workpapers - Ability to add more users
Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.
67 votes -
XPM - Ability to report on all fields
Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.
1 vote -
XPM - Add active status to staff list
Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.
1 vote -
Practice Manager - Move jobs within a client
Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.
1 vote -
XPM - Relationships - Add Share Class Type
The ability to add share class in relationships.
Currently you can only add the number of shares.
However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
SUGGEST: adding a field under number of shares where you can type the share class (see attached example).This is a critical feature for our firm that is missing from XPM.
43 votes -
Practice Manager - Change the issue date for invoices
It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.
1 vote -
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?
6 votes -
XPM - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
32 votes -
Xero Tax(AU) - Edit cover letter
Hopefully there will be an editable field / automatic tick box in the Cover Letter for the Tax Returns where the Trustee for the Trust is a Company (Corporate Trustee) where we can put the name/s of the client in the Salutation and not the Corporate Trustee. Our tax returns would show "Dear Company Name" which sounds / looks wrong instead of "Dear Individual Name"
16 votes -
Hubdoc - Add support for National Bank of Canada
Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.
1 vote -
Xero Tax - Canadian GIFI schedule for current tax year
Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.
1 vote -
XPM - Import summary of earnings name from IRD in lower case format
Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
All caps is very ugly!It would be great if XPM would import automatically with first letter in capital letter and the rest in…
1 vote -
Reports - Include Check number field in Transaction Report
It would be nice to have a report where you show the Transaction Date, Account, Check Number, Description, Coding.
Currently the Check Number is not a data field that you can put into a report.
3 votes -
Hubdoc - Publish receipt to existing Xero bill
Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.
90 votes -
Invoices - Allocate write offs to specific staff
Be able to allocate write off's on a job to specific staff members.
4 votes -
Disbursements - Allow disbursements payments to be processed against clients accounts
Ability to allocate disbursements against a client - rather than a job.
Where small costs (postage/courier, ASIC fees, software fees) are paid on behalf of a client, we shouldn't have to set-up a job just for these minor items - which will then sit as an open job for months until we bill the client next.
4 votes -
Reports - Merge columns
The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.
2 votes -
Reports - Generate a report listing each individual client and their average debtor days.
Generate a report listing each individual client and their average debtor days.
6 votes -
Xero tax (AU) - Managed fund distribution for CTR, SMSFTR, TRT
can we have a managed fund distribution schedule in tax returns for companies, SMSF, Trust, and partnerships?
6 votesThanks for the idea, Christopher. We have a separate idea to understand the appetite directly for managed fund distribution for Trusts, here. Welcome to add your support there, too.
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