1466 results found
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Hubdoc - Enable payments
Allow us to post payments through Hubdoc like we can on Dext.
5 votes -
VAT Returns: Submit for client approval through Xero
I really would like to see an easy way for asking clients to approve VAT returns, rather than downloading the returns and emailing clients.
14 votes -
Xero Tax (UK) | Add more tagging options to the balance sheet
In Xero tax , There should be separate and separate tagging/ mapping for Net wages, Director's Loan accounts, Pension liability , PAYE liability etc. instead of common tagging/Mapping as "other creditors".
Because Reader/Practitioner may face difficulties to identify figurs in accounts reports. If Xero team provides tagging options more specific to Balance sheet items it will improve quality of Accounts report generated by Xero Tax.9 votes -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
5 votes -
Practice Manager | Report - Client Search
the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
It takes us almost 5-6mins to run a simple report21 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
35 votes -
UK MTD VAT - Globally change Agent log in details when filing on behalf of the client
Currently when there is a password update on the Agents Government Gateway you need to go into each client to update to enable HMRC submissions. It would be great to change in one place and less time consuming.
1 vote -
XPM - SMSF fields in report builder
Xero don't currently have specific SMSF fields available to report on in the Report Builder.
This would be great if made available in the future.
5 votes -
AU Payroll: Seperate leave loading rates for weekends
Add the option for differing annual leave allowances (weekend rates) that deduct from the overall annual leave accrual.
Currently the workaround Xero has advised is setting up a "weekend annual leave" leave type with the correct leave loading for weekends and manually adjusting the leave accrual.
Alternatively, a possible solution is adding an allowance leave type "O" for reporting.
7 votes -
Hubdoc - differentiate credit notes from bills on auto-sync
Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.
Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.
4 votes -
Reports - Include Check number field in Transaction Report
It would be nice to have a report where you show the Transaction Date, Account, Check Number, Description, Coding.
Currently the Check Number is not a data field that you can put into a report.
4 votes -
NZ Tax - IR3B Business Schedule with Fixed Asset Schedule
Given Xero has an IR3 Rental Schedule form and Home Office Work Papers why does the business schedule workpaper only have line by line capability and not a business schedule equivalent to IR's IR3B business schedule? Why is this helpful, it means we have the ability to put in front of the client not only the income and expenses relating to their small enterprise (i.e. usually don't warrant an accounting product) and provides traceability for fixed assets and depreciation claimed.
5 votes -
AU Tax - Remove Label 10A CTR validation error
Remove CTR validation error for label 10A when entering 0 directly into the main label which is required when using temporary full expensing under the simplified depreciation rules. Instead you are required to create a nil schedule to remove this error and report correctly which is pointless.
3 votes -
Reports - Add Spend /Receive Money report
If I had a spend / receive money report I could just review it against my AR and AP reports.
3 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
11 votes -
UK Payroll: 52 week averaging for holiday pay
In payroll I would like xero to calculate holiday rates based on 52 week averaging including overtime and bonuses per current regulations.
20 votesHi everyone, we appreciate everyone who signed up and participated in the teams discovery here. Right now, focus has needed to shift to other high priority work.
We value all the input and feedback we've received from the teams discovery, and based on this they found that there is more work needed in solving this for our customers.
We have good foundations to build from when we are able to bring attention back to this. For now we will move back to submitted and let you know when there is progression to share.
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Xero Expenses - Record a refund / credit note
Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.
6 votes -
Practice Manager - Add Relationship type
It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.
75 votesThanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Management Reports Pack - Add the standard compare tracking categories P&L to the Management Reports Pack
It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.
2 votes -
Graphs for reports
Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !
12 votesIs there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
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