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33 results found

  1. The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.

    Surely this could be made into an immediate sync, or at the very least an overnight sync?

    Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…

    82 votes

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    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
  2. In payroll I would like xero to calculate holiday rates based on 52 week averaging including overtime and bonuses per current regulations.

    15 votes

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    Thanks for your ongoing interest and support for this idea, everyone.

    We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a solution which considers their previous 52 weeks of earnings. We're pleased to share that this is something our product team have started looking. 

    Your feedback and ideas are valued and important to us, and we'd like to reach out and see if you'd like to be involved in prototype testing. 

    This'll involve using a prototype tool to assess the usability of a proposed solution to calculating Holiday Pay in Xero. We encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels - You can sign up through our form here

    Given the popularity of this idea there's a chance spaces could fill up quick. We'll close the form…

  3. Ability to create sole trader accounts on the cash basis to pull through to tax returns.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

    Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…

  4. Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
    So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
    Can you increase the fields for more than 4 directors and even more than 4 partners.

    12 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

  5. Have the option to have a tick box to show a section as completed, as if you have to leave a return part completed and then return to it, (which could be nearly 2 months later) as you have requested additional information, you have to go through it all again to check what you have done whereas a tick box would show which has been done and save you some time.

    1 vote

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    1 comment  ·  Xero Tax  ·  Admin →
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    Thank you for raising this idea, Ruth. Our Product team can definitely see the benefits of adding support for this. As you will know personal tax has some permanent schedules (Client details, Attachments etc). Would you only expect to have the completed tracking against the schedules that are added or the permanent schedules as well?

  6. When preparing the statutory accounts in Xero Tax it would be great to have the feature to create your own "freeform note". For example, I need to add a secured debts note to the accounts however Xero does not currently provide this note amongst the list, therefore I need a freeform note where I can determine the heading and body of the note to feature in the notes to the financial statements. Currently the workaround is to declare the secured debts note as a line with the creditors which makes the presentation of the accounts weak.

    15 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂

  7. XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?

    3 votes

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  8. On the first page where you can select to have comparative or only current year showing, option to tick and apply to all reports – would be handy for first year clients where they don’t have comparatives, instead of updating on every report

    2 votes

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    1 comment  ·  Admin →
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    Sorry Zoe, just trying to understand the page you're referring to here - When you say 'on the first page', is this within a specific report that you're running at present? 

    Are there particular reports you'd find most useful to add comparatives too? Thanks

  9. Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.

    9 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  10. Love Xero Tax for FRS105 but don't use it for FRS102 s1A accounts. Are there any plans to be able to select to include a SOIRE (not just a SOCE)? This is critical for a potential switchover to Xero Tax for these accounts for me.

    7 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback and support in ideas, everyone.

    We've been exploring opportunities for expanding UK tax capabilities for our partners and are considering the ability to include a SOIRE for FRS102 1A accounts. We'll shift to Under review and share more when there's updates with you here. 🙂

  11. TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field

    1 vote

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    Hi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.

    Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!

  12. Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

    Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

    3 votes

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    under review  ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    152 votes

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    17 comments  ·  Hubdoc  ·  Admin →
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    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

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