1466 results found
-
AU Tax - Remove Manual button on EFT details of tax return
Ability to remove/block MANUAL button on EFT details at cover page of tax return.
This way accountants can not manually change bank details, bank details are therefore only taken from CLIENT details or the AGENT bank account.1 vote -
AU Tax - Create a Tax Form from Returns Tab
It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.
What would be even better would be to be able to add a Job on the fly during the process if not already established.
5 votes -
Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
8 votes -
AU Tax - Client substantiation for Trust, Partnership and Company tax returns
AU TAX - Client Substantiation for all Tax Returns.
Only Activity Statements and Individual Tax Returns have Client Substantiations. Can we have client substantiation documents on all tax returns included in Trust Tax Returns, Partnership Tax Return, Company Tax Return.1 vote -
Workpapers - Allow foreign tax credits
In the Tax workpaper, allow for extra tax credits - e.g. foreign tax credits (we have a number of non-individual clients who receive these)
1 vote -
Hubdoc - Integrate with inventory & tracked items
There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!
It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…
41 votes -
XPM Timesheets - Timesheet templates
Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.
12 votes -
Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
38 votes -
Personal Tax (UK) | Ability to change default on tax returns for collecting tax via PAYE to 'no'
It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.
1 vote -
XPM - Timesheet narration in financial tab
In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.
1 vote -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
38 votes -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
240 votes -
AU Tax - Ability to print just signing pages in tax returns
I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.
5 votes -
XPM - Merge clients
It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.
15 votes -
Lock date - Auto lock once accepted by Companies house in Xero Tax
Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.
2 votes -
Job Manager - Bulk Job Staff Allocation for New Employees
Since the creation of the new Job Manager, we are now unable to bulk add new staff members to staff allocations within a job.
You can bulk add the jobs, but then you need to manually do the job allocations for each job
When you have a new staff member and you want to assign them to 300 jobs, it would make it easier if we could do this in bulk rather than on a job by job basis.
2 votes -
XPM - Publish XPM invoices to multiple practice Xero organisations
Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.
1 vote -
Reports - Option to build Xero blue reports into Xero HQ
Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.
Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these
6 votes -
Practice Manager - Add Tax Returns tab to client group view
It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.
1 vote -
XPM - Export button on WIP Screen
Would like to be able to export data straight from the WIP screen
1 vote
- Don't see your idea?