1325 results found
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Hubdoc - Bulk edit and archive documents
A number of our clients simply use hubdoc as a filing system as publishing to Xero is not as simple as they would like.
So we maintain their Hubdoc accounts, we update the document type and archive. It would savea huge amount of time if we could bulk edit and bulk archive rather than having to do this one document at a time.24 votes -
Subscription - Select from org users when transferring
When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
This would ensure correct details, as the user name and email address is already in Xero.3 votes -
Practice Manager - Invoicing for multiple practices
Invoice Clients from Xero Practice Manager for two Practices but only one has a Xero Subscription.
2 votes -
UK Tax - Annual Report and Financial Statements Template for UK Charitable Company subject to audit
When can we expect a template for the Annual Report and Financial statements for UK Charitable Company subject to UK Audit?
2 votes -
GST Late claims
Not a new idea however something that we should be aware of.
The late claims button / tab on the new GST return will not show to look into transactions if the Net amount of the total late claims is Nil. This means that if a change is made from April date to March date in July period, when you look at the late claims in the June July return because the amount is netted as Nil they dont show. making it very hard to reconcile your End of Year GST back on workpapers.2 votesHi team, as noted in my last update - while we appreciate your feedback, we don't have any intentions of changing how this is shown within Late claims. We'll move the idea to Not planned so others coming across the idea here are aware. Thanks
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Xero HQ - View connected apps by client
Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.
45 votesAppreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
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Intrastat Declaration reporting
Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.
It would make reporting this information so much easier.
4 votes -
Practice Manager | Timesheets - Search job by keyword
On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.3 votes -
Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
1 vote -
Xero Tax - For the U.S.
In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states
1 vote -
Hubdoc - Client approval to automatically pull loan statements, mortgage statements and bank balances
There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
- Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
- Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
- Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…
1 vote -
XPM | Clients - Other name should be middle name
Rename "other name" field to "middle name/s", need another field for casual name (say for example people that go by their middle name) and also put first name or casual name on contact details screen that is shown on front screen, currently showing other name for some reason...
6 votes -
Workpapers - GST and PST bills should generate the date of the end of the period reported
Generated GST and PST bills should generate the date of the end of the period reported. January to March reporting should generate a report with the date of March 31, 2024 and not the date of that the bill is generated.
3 votes -
Contact Notes
This would help a lot!
What :Can the notes section be made available to view from Contacts tab .
Why : You have to click on files to see it
How: If it is there I can see if I have to watch out for anything specific ..i.e rate change or new bank details
Kind Regards Andy1 voteHi Andy, do you know about the separate notes feature in the Contact details rather than History & Notes? You can add notes about your contact that will be displayed on Contact details tab of a Contact record. Appreciate still maybe not as efficient as you'd like ti to be but maybe a little more prominent and save a click 🙂
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AU Tax- Ability to assign draft Activity Statements
Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.
1 vote -
Transaction list showing unapplied payment amount
We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.2 votesHi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?
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XPM | Clients - Ability to see notes at group level
It would be incredibly helpful for us to be able to view the notes on a profile when you view it at group level.
Currently we don’t use this feature because when a note applies to a whole group (which it often does), how do you know what entity or individual within the group to record the note against.
Creating the view to see all notes for a group it won’t matter so much where the employee decided to leave that note.
2 votes -
Xero Tax (UK) | Add table for operating profit note
Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.
2 votes -
Reports - Add "does not contain" filter
Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you
28 votes -
AU Tax - Show non refundable tax offsets on estimate
Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.
2 votes
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