1370 results found
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AU Tax - ability to update status in all tax return tab - additionally add ability to see more fields/columns for each tax return
The tax return view/list can be significantly improved through:
- the All tax return tab - ability to update the status from here. Currently, when we go to Lodge, we have to find the return in the All tab to determine what status it is at, then go to that specific status tab, find the return again, and update the status - this is really cumbersome, particularly when we are lodging numerous returns that are all set at different statuses.
- the ability to see more fields/columns for each tax return to reduce the risk of lodging the incorrect return.…1 vote -
UK Payroll - Read only payroll role
Be able to set up a "read only" user for payroll so that clients can review/approve payroll run documents before we as agent post the run.
5 votes -
Workpapers - Floating 'Refresh' button as you scroll
Would be great if there was a second "Refresh from Xero" button in Xero Workpapers when preparing the workpaper pack. Idea being that the button stays constant as you scroll down the page with a large volume of accounts. This saves having to scroll back up the top of the page and scroll back to the account you were working on.
1 vote -
Xero Tax (UK) | Company Accounts and Tax Return - option to have a blank date
Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
16 votes -
XPM: Report on new, archived and terminated clients
Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.
16 votes -
Hubdoc - Option to hide/remove hyperlinks in bulk
Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.1 vote -
Practice Manager | Client - Copy a client (including all contacts)
To be able to duplicate a contact, therefore not having to retype in the address, phone number and all other details. You would just need to rename the client and change the IRD number etc before saving. This would be a huge time saver.
55 votesThanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂 -
AU Tax - Business and depreciation schedule
We would like to have the following additional schedules:
Company Tax Return - business schedule
Individuals - Depreciation schedule allocated against partnership income
37 votes -
Hubdoc - Bulk edit transactions
For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.
57 votes -
Xero HQ: See list of organisations pending STP 2 transition
I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?
5 votes -
7 votes
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XPM: Include 'Client Type' field in the csv template for bulk upload
The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.
17 votes -
XPM workpapers - Additional field to Hide Resolved Queries
Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.
1 vote -
Workpapers - Download supporting document from 'Documentation' icon
Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great
1 vote -
Practice Manager | Clients - Ability to set separate contact information from linked Contact
Thanks to the team for releasing the ability to link one contact to multiple clients! While appreciated, it falls a tad short since only the "Position" is set per client. If possible, it would be great if the Salutation, Addressee, Phone, Mobile, Email Address, and Custom Fields, could also be set on a per client basis. This would allow for flexibility where the one contact has different contact details per client.
One example is a bookkeeper that works for 5 clients of ours. For two of those clients, they use hey@awesomebookkeeping.com. For the other three, they use accounts@client1.com,…
4 votes -
Job Manager - Create a 'To do' list of recurring tasks
Create "to do" lists in tasks, and allowing them to become a template - this would make it so much easier when creating jobs - gives staff a tick off for each task if required.
Would be so much easier than currently doing it through a Job Level and having to create tasks with "To Do' lists individually.
4 votes -
AU Tax - Copy last years tax return format
The ability to copy and use the prior year's ITR template to enable early lodgments for substituted accounting period. e.g. trusts with 31 December balance dates which are due for lodgement on 30 April, but template isn't ready until 1 July.
2 votes -
AU Tax - Tax offset from superannuation income stream
it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.
32 votes -
XPM - Support for foreign rental schedules
Foreign Rental Schedules - set up the same as AU rentals where you can link spouses for the information to pull through so you don't have to re enter everything
5 votes -
Practice manager | Xero Sign - Report on date sent
Ability to be able to report on the date sent for Xerosign returns. The date sent is recorded but you can't report on it. This would make follow ups a lot easier to be able to see when each out to sign return was sent for e-signing.
4 votes
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