1466 results found
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Client access to Report Templates
Client access to Report Templates
In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.66 votes -
NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
4 votes -
Xero Tax (UK) | Partnership LLP Accounts and Tax - SA800 for multi member partnerships
Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members
73 votesHi everyone, our product team are looking for partners to take part in a beta for partnership tax for ordinary partnerships. If you have any clients you think would be suitable, please fill out this expression of interest form and our team will be in touch. Thanks!
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Hubdoc - Notification when documents are uploaded
When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.
38 votes -
Personal Tax (UK) | Show Box numbers
Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?
1 vote -
Xero HQ- User role: discuss only access
I essentially would like a feature where we can invite clients with discuss only access or for the ability to discuss to be added to read only access.
Where we have clients and we act as there bookkeepers there are instances where clients occasionally code transactions in the books which ultimately need to be reversed.. For these clients ideally they should provide us the info to enter as we are spending more time correcting incorrect transactions.
We have moved to using Xero discuss over statement lines as are primary means of communicating with clients which seams to be great but…
1 vote -
Hubdoc - Time Tracking for users
History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.
3 votes -
XPM - Tax return and invoice combined report
XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.
1 vote -
NZ Tax - Generate all provisional tax payment letters prior to the due date passing
IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.
4 votes -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
3 votes -
XPM | Permissions - Ability to set as default access to Advisor for all staff
Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.
1 vote -
Xero Tax - Notify if client's Bank Account details are missing before filing
A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
This will help solve the issue of filing tax returns with missing client bank accounts for refunds.2 votes -
User access - Administrators HQ access to client files
We are getting an increasing amount of (sometimes angry) pushback from clients where when we add Administrators to our HQ account, they are automatically given full permissions over any linked client Xero files, as well as all our ledger files. We are a large firm with over 15 Administrators.
Please give us the ability to CHOOSE, if we want to add all administrators to all files.
OR
Create an administrator role that doesnt need to add them as a USER to each client file.Imagine you have a Xero file for your own personal business, and suddenly notice 13 people…
5 votes -
Xero Tax - List of payments made to IRD
We would like to be able to run a listing of physical payments made to IRD by clients over a date range that shows the client name, IRD number, payment date recorded by IRD, tax type and the tax period/year that it was applied to.
This would enable us to easily identify when clients pay tax to the wrong period.
4 votes -
XPM - Sort clients by Salutation & Name
We have many individual clients who don't have a company or trust etc. Can there be a salutations field that can be used specifically for addressing them in invoices and tax letters that doesn't affect where they stand in the alphabetical order of things? If we update their display name, all of those clients would be under 'M' for Miss, Mrs, Ms or Mr rather that their first or last name which then throws reporting if you're looking for someone in particular in a list of people. Would be nice to have this carry over to Blue Xero so that…
3 votes -
AU Tax - Import deductions for individuals from an excel file
AU Tax - It would save time being able to import deductions for individuals from an excel file.
7 votes -
Ability to use Biometrics when Logging into Hubdoc app
Ability to use Biometrics when Logging into Hubdoc app. It's great to add receipts and invoices on the go using the Hubdoc app, but manually typing in the credentials to log in slows down the process. It would be great if you could use the phone's facial recognition or fingerprint to quickly log in.
5 votes -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.12 votes -
AU Tax - Taxable Payments Annual Report
It would be very helpful if there was a way to produce a Taxable Payments Annual Report via Xero Tax. I have a couple of clients that are a large construction company, that uses SAP for its accounting. This is not SBR enabled, and does not produce a .tpar file in the format required for lodgement with the ATO. Currently they provide an excel, which has to be transcribed onto the ATO portal. It would be great if we could upload a csv to produce the necessary report and lodge via Xero Tax, and save us significant time.
7 votes -
Xero Tax (UK) | Ability to bring across more than 30 Fixed Assets
Xero Tax (UK) Ability to bring across more than 30 Fixed Assets.
I am really disappointed to find that after entering the Fixed Asset details into the register, Xero Tax only brings across 30. Can this be looked at as manual entry could be time consuming!5 votes
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