1344 results found
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AU Tax - Ability to cc another contact
When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)
16 votes -
NZ Tax - Change date on provisional tax payment letters to send date
We noticed last provisional tax letters that we sent out to clients had the date the amounts were approved.
We usually approve before and e-mail/post letters closer to time.
Is there a way the date can be changed on the Provisional tax letter to the day its getting e-mailed to client?
5 votes -
AU Tax - Summarise the capital losses from prior-years returns
We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.
Thanks,
Phillip7 votes -
Xero Sign | Email notification of who has signed in the document pack
Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.
10 votesAppreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
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XPM - Invoices imported into Xero to include description
Ability to have invoices created in Xero to import into XPM with Description included
1 vote -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
4 votes -
Xero HQ - View Awaiting approval bills across multiple companies
When you have multiple companies using Xero and utilise the function to approve bills in Xero for audit tracking purposes you need a way to view the number of bills "Awaiting approval" in all of the companies in one place.
It is very time consuming to open each company individually in order to confirm that there are bills that need approval.
4 votes -
AU tax - Relodge tax return without removing from document pack
When the ATO rejects a submission (where the return does not need to be edited), we have to unlock the return. This removes it from the document pack, and the client gets notified.
This a terrible customer experience, when we just need to relodge. Example being tax returns lodged on 15 May.1 vote -
Xero Tax (UK) | FRS 105 - Tabular format for Notes
The mandatory notes section on FRS 105 needs upgrading, so that the notes on things like movement in directors loans, and operating lease commitments, can be completed by merely filling in numbers into a template matrix. At the moment, no tabular layout is possible.
5 votes -
Practice Manager - Set which fields are mandatory on client profile
It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.
10 votes -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
15 votes -
Hubdoc: Submit purchase orders in Hubdoc to connect with purchase orders in Xero
Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
Currently it requires an employee to access another system which would be good to limit.10 votes -
Xero Tax (UK) | Produce accounts for registered societies
XeroTax currently cannot produce accounts where the company has a IP registered number. It would appear that the only change needed to do these accounts is to recognise the different registered number format.
4 votes -
Client - Email storage (not related to Job)
It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.2 votes -
Xero HQ | VAT - View quarter end date on HQ homepage
It would be really useful if we could see the quarter end date for VAT returns on the HQ home page - similar to how we can see the Financial year end.
4 votes -
XPM invoices - show a total for the calculated (WIP) column
In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.
2 votes -
Provide a function to mark clients as favourites
Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?
20 votes -
Workpaper | Fringe Benefits - Motor Vehicle private use
Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.
24 votes -
Practice Manager | Clients - Multiple 'Primary' contacts
Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.
2 votes -
Hubdoc - Mark invoice or bills as paid when document mark as 'Paid' in Hubdoc
You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?
9 votesHello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
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