1061 results found
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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
1 vote -
Payroll - Allocate payments for Current Assets and Liabilities
When you post payments into Current Assets or Current Liabilities you are then able to allocate these payments off against transactions. For example PAYE, We pay this monthly so when you post the payment against the liability you can then allocate this off. You can then have an option to view allocated and unallocated lines.
1 vote -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
2 votes -
Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation
The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.
1 vote -
XPM - Option to upload Xero Ask attachments to Xero Files
An option to have uploaded files in Ask to be added to Files. Currently have to be downloaded and then uploaded again to Files. It would be more efficient to have the option to add directly to Files
2 votes -
Xero Practice Manager - Ability to delete client
Ability to Delete a Client from Xero Practice Manager if they have an IRD Number and/or Tax Returns.
Have found that XPM has been updated so can no longer delete a Client if they have either and IRD Number or Tax Returns (including Archived Tax Returns). Client has to be Archived instead. Wanting to delete especially in cases such as the Client being deceased, rather than having to Archive (especially as Archived Clients can still appear in reports).
While could delete the IRD Number and all Tax Returns from the Client, then delete, this could be a long process (as…3 votes -
Workpapers - Include square metre rate calculation for home office workapapers
Re the home office workpaper. It seems to calculate soley on a percentage basis yet under DB 18AA, we can claim interest/rent and rates in proportion of business use, as well as $47.85 (for 2022 and future years) per square metre (PSMR) (IRD square meterage rates) as a proxy for general home expenditure. There doesn't seem to be a workaround in the workpaper to opt for the PSMR for the general expenditure claim? I would like to claim the higher of the two calculations for my clients' thanks and would love to see the workpaper work out the better of…
3 votes -
Advisor Reports - Seperate field for trading name
A common situation we have with our clients' live Xero files is that the client wants the Legal/Trading name and Display Name as their business name, but we want it as the actual entity name. E.g. we would like to see A & B Smith Family Trust as the entity name in financial statements, but the client wants all their other internal reports/invoices as their trading name, say Adam's Mechanical Services.
We often find ourselves changing the name to what we require, publishing financials and then changing it back to keep the client happy.
It would be helpful to have…5 votes -
Job Manager - Show completed employee's tasks for jobs with multiple staff allocation
On JOB MANAGER - If more than one staff member is allocated to a job with multiple tasks a icon / green tick / should be added next to a persons name or the name should be highlighted if all their tasks in that specific job is completed. That will help with recon process for managers, without having to go into the job every time to see which staff member has to still complete their tasks.
AS ATTACHED IMAGE - OUR PRACTICE WILL NOW KNOW ANEL HAS COMPLETED ALL THE TASKS ASSIGNED TO HER IN THIS SPESIFIC JOB WITHOUT NEEDING…
2 votes -
AU TAX - Show if Xero totals are imported cash or accruals in Xero Tax
Show on xero tax form if you have imported the data on a cash or accruals basis. I often have no idea on initial viewing of a tax return.
3 votes -
Xero Practice Manager - Bulk unlock or lock of timesheets periods
Xero Practice Manager - Bulk unlock or lock of timesheets
We have a large volume of staff (over 50) so being able to submit timesheets which come across from FYI after we have completed our pay runs in bulk would be ideal.
In the same vein, being able to bulk update timesheet lines which may contain the same error would also be handy.
2 votes -
Xero New Reports from 31/7/23 - fixes to the Trial Balance report compared to the Old Reports
The mandatory update to using the new Reports in Xero from 31st July 2023 means the old version of reports will cease. This includes the much used Trial Balance report as accountants like myself tend to start from there when reviewing quarterly and annual work.
I notice the following list of issues with the New Report for Trial Balance:
1 - You can bookmark the old TB report and use this bookmark across clients. Also bookmark can be changed to show a particular date too i.e. 31st March. Bookmarking the new report always takes you to same client you initially…
4 votes -
Xero HQ - Use API for Document Packs
Would be great to have ability to GET document packs stored in Xero HQ so the files can be also hosted externally in other document systems (Suite Files, FYI, SharePoint, Google Drive etc).
3 votes -
Practice Manager | Jobs - Open recurring job on completion of previous job
It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.
5 votes -
Practice Manager | Client - Copy a client (including all contacts)
To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.
47 votesThanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂 -
Xero HQ - Link organisations into a group
Being able to link companies in a Company Group would really help to track intergroup transactions and loans
1 vote -
Xero Tax - Remove nil tax payment notices
It would be great if XPM tax would remove these payment notices for clients where we are no longer filing tax returns for them. Currently they are created as nil payment notices and clutter up an already very busy tax payment system.
1 vote -
Report Templates | Fixed Asset Schedule - Tax & Accounting
Add 1 schedule to report packs for both tax and accounting depreciation methods
7 votes -
XPM | Files - Integrate shared google drives with XPM
Right now it's not possible to connect XPM to a google drive other than 'My Drive' for a Google Drive user. We hold all our client data on a separate Google workspace drive that is shared within the company and want to connect this client drive, so that tasks and clients on XPM can be linked to client folders or documents in the shared client google drive.
Its not feasible to move those client folders from the shared drive to 'My Drive' in order to access these on Xero practice Manager, and instead we have to paste long link addresses…
2 votes -
XPM | Clients - Ability to exclude members of Non-Taxable Groups from Related Client Tax Returns
There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.
9 votes
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