1059 results found
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Workpapers (UK) | CT Workpaper - Marginal Tax relief
Please could we update the Corporation tax Working paper in the UK in Working papers for Marginal tax relief.
It's fairly useless without it as the final figure does not agree at all to the value of the CT. Unless it's fudged and then you can't see the computation.1 vote -
Conversion Toolbox - Add a tool to convert Bank Transfers
Can you please add a tool for importing Bank Transfers to the conversion Toolbox. When there are more than two bank accounts, trying to work out the Bank account to transfer to, is a bit hit and miss, causing significant rework.
1 vote -
XPM - Invoice Pay Now function
Invoices issued from XPM need to have the ability to have payment services so that clients can click on a Pay Now button and pay the invoice immediately in order to:
- improve cashflow by collecting monies as soon as possible
- remove the need to push invoices into blue xero to gain access to Pay Now functionality
- remove double handling of invoices that practice staff originate in XPM and then operations staff have to issue from blue Xero. Practice staff should be able to manage practice invoices without having to involve operations staff.2 votes -
Reports - WIP report with one value per group
Simple WIP report - 1 value per group (not broken down by job or individual client). Just a quick snap shot.
Easy!
2 votes -
AU Payroll: Custom pay calendar length
I would like to pay my employees for a specific period:-
example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?
14 votes -
Xero HQ - Client subscriptions report
We have clients who have purchased their own Xero subscriptions and clients for whom we have purchased the subscriptions.
I have enquired, and at present there is no method of determining which client is which without manually checking each client.
Would it be possible to create a report that can identify the subscription purchaser?
Thanks
5 votes -
XPM: Add 'Automatically Retrieve from ATO' field to Report Builder
Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.
17 votes -
Hubdoc - Allow Hubdoc to read a link in the email
Hubdoc - Allow Hubdoc to read a link in the email.
When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.
49 votes -
Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created
Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.
36 votes -
XPM - Option to Publish a report dashboard for clients
I would love to build out a customizable reporting dashboard for each client, that I could grant specific access to. It could include specific monthly reports, live reports (like a rolling 12 month p&l for example) or widgets with live reports (for AP and AR) like on the current Xero dashboard. Perhaps include some KPI calculations. As an accountant, I could prepare the dashboard for each client's needs, and then email them a link to the dashboard each month when the accounting is updated.
With a simple dashboard like this I wouldn't be shopping for outside reporting tools like reach…2 votes -
Hubdoc - Purchase Order Field Extracted to Transaction Detail Window
I believe it would be of great help to extract the Purchase Order code from the invoice into hubdoc.
It is very important to create a simple path from the begging of creating a purchase order to finally paying for the product or service and having a way to connect it all together, I believe the purchase order number is a vital part of the process and can be referenced throughout the whole process.
Would be great to hear some feedback on this idea!
3 votes -
New Journal Report - Include document reference
Currently there is no definitive link between posted documents and the Journal Report. Having the Document reference will simplify examination of the audit trail.
6 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
7 votes -
Xero HQ Ask - Option to attach Xero reports without downloading it first
Would be great if on the 'Ask' Tab when you've loaded the search query and picked the finical period in question you could attached the TB or other reports within Xero with out having download first and attach it.
It would also mean you could do serval clients in one sitting rather than one at a time, which an email would be quicker for.2 votes -
Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)
It's a small annoyance - but an annoyance all the same.
(mostly I am annoyed with myself for forgetting the two sections are different ;)In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.
But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…
8 votes -
Management Reports Pack - Add the standard compare tracking categories P&L to the Management Reports Pack
It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.
1 vote -
Practice Manager | Jobs - Add custom fields to recurring jobs
Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.
9 votes -
AU Tax | Company Tax Return - Partnership & Trust Distribution Worksheet
It would be good to have a version of the "Partnership and trust" worksheet from the individual tax return in the CTR as well. This would make it significantly easier to enter the correct amounts at 6D and 6E.
Having the appropriate amounts entered in the worksheet flow through to the capital gains schedule and the franking credits section of the calculation statement would also be advantageous as it would remove a lot of manual work associated with these items.
37 votesHi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.
We're going to leave the idea open here and track interest but wanted to share an update for you all atm.
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Xero HQ - Alphabetise client list in Xero staff
At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…4 votes -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
1 vote
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