1466 results found
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NZ Tax - Working For Families transfers required option
Suggestion for development - We continually have problems with WFF transfers to associated entities. We have tried phoning IRD to put a halt on the account, then follow up with secure mail advising what transfers are required - however more often than not the halt is not implemented correctly. Would be great if Xero could implement something (even a tick box identifying transfers required) that would then trigger at IRD for them to hold funds pending transfer. Alternatively the WFF credit could be added into the tax returns, and transfers done via the return. (I have worked with other tax…
3 votes -
Workpapers (UK) | CT Workpaper - Marginal Tax relief
Please could we update the Corporation tax Working paper in the UK in Working papers for Marginal tax relief.
It's fairly useless without it as the final figure does not agree at all to the value of the CT. Unless it's fudged and then you can't see the computation.3 votes -
Reports - Show/hide the Report Builder (header) when printing to PDF
Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.
3 votes -
Workpapers - Prepare on Cash basis
Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.
10 votes -
Practice Manager - add Job Manager and Partner fields to the Invoice Report
In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.
If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.
5 votes -
Depreciation Schedule defaults - Add Columns by Default: Asset Number, Method, Rate, Purchased, Closing Accum Dep
So, with the old Depreciation Schedule disappearing, the new Depreciation Schedule is our go-to report. However, there are some columns that I wish were selected by default that were present in the "old" report that contain the details we need. Because these are not the default, I am having to set these columns to be present in EVERY client that I manage (and then save as a Custom Report).
I would like to see these columns added by default:
Asset Number
Purchased (ie: Purchase Date)
Method
Rate
Closing Accum DepAlso, do we really need the "Private Use Amount" column…
4 votes -
XPM - Job No. Sequence Update after import of .csv file
Currently, when jobs are imported using a .csv file, the job number sequence is not updated and this has to be manually update it once the jobs have been imported.
As jobs will need to be imported in manageable batches, there is room for errors to occur if the job number sequence does not automatically update.
Can this be something that is looked into this coming year?
You will need to manually update it once you've imported all your jobs.
1 vote -
Practice Manager | Add Non-Clients for use in a Relationship
In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.
We do not want to add these instances as full clients with us because it will…
37 votes -
Practice Manager - Ability to see if client has successful ATO connection
Have the ability to allow Partner users to see whether business users have successfully connected their Xero file to the ATO for lodgement of activity statements directly from Xero?
1 vote -
Xero Tax (AU) | Ability to Sort the NOA column
Can you sort the NOA column in XPM/ xero tax? see below
2 votes -
Workpapers - Sort pack by manager
The ability to sort workpaper packs by manager to help workflow management.
1 vote -
HubDoc - View more characters in left hand column
HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.
So to let us see the entire 'Tags' description please enable expand this column.
1 vote -
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…
4 votes -
Hubdoc - Assign admin rights over clients and users to one practice user
Primary issue:
If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.Workaround proposed - and the related issue:
- We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
- This also is not feasible due to the 2-Factor Authorization requirements
- This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)I…
3 votes -
Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment…
4 votes -
Practice Manager | Invoicing - Default to Fixed Price
An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'
9 votes -
Manual Journals - Search by ID
Manual Journals - Search by ID
To enable the search function on manual journals to include the journal ID18 votes -
New contact view attachment issue
Has anyone else noticed since they made the dreaded and catastrophic changes in the contact view screen that you can't easily drag and drop attachments anymore?
Now you have to go to the files tab first and drop it in the predefined window. You used to be able to just drag and drop anywhere in the window and it would attach.You also used to be able to add documents from the files section like you still can with the bills and invoices, this feature no longer exists in contacts so now you have to download the document from files…
1 voteWe appreciate hearing your feedback on the changes we're making, Fiona. We made an update to the files upload on a contacts record not long ago so you can now attach files that have been uploaded to your files library, like you could before.
There is a slight change as you mention where when you'd like to drag & drop a file you'll need to drag it to the box on the screen. It's not something we have plans for changing in the short term but we'll begin to get a sense of the interest in this here and let you know if there are any updates.
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Xero Tax (UK) - Reduce size of reports exported to PDF from Xero Tax
Reduce size of reports exported to PDF from Xero Tax such as personal tax returns, accounts and Corporation Tax Returns as they take considerably more space than previous software
2 votes -
Notes on workpapers - Screenshots allowed
It would be useful if there was a section that allocated for notes screenshots to be incorporated into the notes on workpapers for each profit and loss and balance sheet item. This will allow for a screenshot from an email for example to be copied and pasted onto the notes section.
(as opposed to saving this and then dragging it as a document). These notes should also somehow be linked (similar to documents) to each line item of the profit and loss so that if you ":click" on a notes icon the note pops up and you can make the…1 vote
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