1466 results found
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UK Payroll: True Potential Pension - Workplace pension filing CSV download
We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.
Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.
We propose the addition of a CSV download option specifically for the True Potential pension provider.
Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.
Benefits of this enhancement:
Accuracy: Automated data transfer minimizes the potential for mistakes during…
5 votes -
Xero Tax - Archive Draft tax returns
Currently, Xero only lets us archive the returns that are already filed (or are in the filed status).
There are scenarios, when the clients come in to do the tax return- we need more information and client does not respond. We do have an option of suspending the returns- however, these returns will still be left in draft making the draft tax returns list unnecessarily longer.
Xero is not currently allowing us to archive the returns that are in the draft status. Either we have to mark the return as 'filed' before it can be archived or these have to…
10 votes -
AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view
All Returns - Filed Tab - please add amount of tax payable/refundable column
8 votes -
Job Manager - Search by part of Job Number
Search job number by part numbers without 0's and J in front. eg. Search 2378 instead of J002378 in the search box in the Job Manager screen.
1 vote -
XPM - Hide Archived Contacts
New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.3 votes -
Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
11 votesThanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.
For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.
We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.
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Hubdoc - Auto add new suppliers when publishing documents to Xero
For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.
18 votes -
Xero Tax (AU) - Livestock Trading on Market Value
The current livestock schedule in trust tax return (and probably others) is insufficient.
We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.
This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.
The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…
34 votes -
Reports - Combined Lodgement Confirmation Report
A combined lodgement confirmation report for all lodgement done on the same day.
3 votes -
XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper
Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.
That review point shows up in the list at the bottom of the workpaper.
If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.
I have to scroll down to the bottom to reply to the review point.
When I get to…
4 votes -
AU Tax - Outstanding activity statement report
We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…28 votes -
XPM - Importing costs which are marked non - billable
Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.
1 vote -
Practice Manager | Reporting on Job States
I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.
Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):
State changed date
State changed from
State changed to
State changed by userThis is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!
14 votes -
Job Manager - Ability to set a job to private
XPM - Mark Jobs and Recurring Jobs as Private so that only the owner/assigned staff see them
1 vote -
Hubdoc- time stamp
It would be good if Hubdoc created a short cut key (e.g CTRL + D) which allowed you to enter in a timestamp. This would be really helpful in the notes section when multiple people are leaving notes on a document
1 vote -
Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
Workpapers: Notify when Review is Complete
Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.
26 votes -
Hubdoc - Accountant Invoices - Include accounts with $0
The invoices provided in our Hubdoc account do not contain all accounts for all clients on our console as some are included with a Xero subscription and/or comped. Would it be possible to have them included on the invoice at a $0 cost?
1 vote -
AU TAX - Send tax returns to clients directly through Xero Tax
It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.
3 votes -
Practice Manager | Timesheet - Manage job status
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.64 votes
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