1439 results found
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XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
29 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…
7 votesHi team, we understand and appreciate the concerns around permission sets and giving staff access to clients. The Xero Partner Hub will introduce new permissions with more granularity to control what your staff can see and access within client files. These permissions will be independent of the practice role and can be assigned to anyone.
The Admin role will continue to have automatic access to practice owned orgs, however you may like to consider whether existing staff still need this permission or if they can instead be given the Standard role with additional permissions for managing Clients or Staff. I'll return to share as this goes live. Thanks
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Xero Tax (UK) | Tax payment reminders
I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks
5 votes -
Ask Queries - Automated reminder notification
Ask Queries - Automated reminders
The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)18 votes -
XPM | ATO Online Services - Automated scheduling of Income Tax Client Report
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
3 votes -
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'…
48 votes -
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.
6 votes -
Xero tax (UK) | Sole Trader Accounts - Ability to generate a report without a balance sheet
When using Xero tax for sole trader self assessments, and importing the Xero sole trader accounts, it would be so useful to generate reports that don't include the balance sheet, i.e. it would be better if one could edit the reports according to an individual requirements/reporting needs.
78 votesHi everyone, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
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Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
44 votes -
Practice Manager - Beneficiary Accounts Report
Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.
3 votesWe appreciate the request in this idea, and would like to keep tracking the interest from practices that'd also find a report of this nature useful.
We will share if there are any updates planned.
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Document Packs - Signature format with Name, Signature and Date elements
Improve the look of the client signatures on document packs. Particularly with the financial statements, it includes a date and a name but this already is present on the document.
If we could have different elements for name, signature and date that would make it look clearer.
3 votes -
Practice Manager | Job Manager - Bulk assign staff via import
Good day,
Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.
Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.
These two short comings is creating a huge delay in annual job creation for routine jobs.
No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you…
21 votes -
Xero HQ - Transfer/copy reports between practices & organisations
Ability to transfer customised reports between practices or other businesses. Currently this is not possible so if a client changes accounting practices then reports do not follow. This is expensive for the client for reports to be redone and totally unnecessary given that all the formatting necessary already exists on another system.
209 votesHi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
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AU Xero Tax - Auto add tax agent fee from invoice as deduction in tax return
I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return
3 votes -
Personal Tax (UK) | File personal tax return pre 2020 year
The ability to produce personal tax submissions prior to 2020 from Xero Tax
1 voteHi Renu, while we appreciate you raising this with us here to be upfront we don't have any intentions of developing this within Xero Tax.
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Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
20 votes -
Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
33 votes -
AU Tax - Rental Schedule Apportionment
Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.
99 votes -
Xero sign - Ability to manually send sign reminders post lodgment
some clients struggle to access their xero account to sign, but want us to lodge it first.
We still need to resend the emailink to sign
3 votes -
Workpapers for Individual Tax Returns
Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.
14 votes
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