119 results found
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Customer and Supplier Account Summary
You have a contact transaction summary report which is very confusing showing the allocation of overpayments or credit notes. Just need a report to show the actual transactions that you can then drill down on so that you can see where they have been allocated. Also needs a running total. Would be useful to show just outstanding items or to be able to show all items from a particular date.
3 votesHi team, it's possible to get a view of what you're asking here with the Account Transactions report today.
You can customise the Account Transactions report to add both contact and related account. You can also filter by these fields.
There is also an option to show a running balance.
Alternatively you could look into the Receivable Invoice Details report and filter this for a single contact, and choose which 'source's you'd like to include when running the report.
I guess what would help in passing your feedback to the team here is understanding more detail of what you'll use this specific report for? What is it you're trying to use this for?
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Broader Query of data
Having the ability to query all of the data in the background. It's frustrating that you can't see certain fields (eg. invoice number) on the account transaction report so are forced to use the Receivable invoice detail or summary report instead and yet this report doesn't allow you to see all of the fields available in the Account transactions report. I appreciated that not every transaction will have an invoice/bill number so just so "-" or blank when it doesn't apply. Doing this will have a huge impact on the ability to actually use the data available in a client…
7 votesHi Allison, with recent updates to the Account Transactions you now have Invoice Number and Contact as separate fields, and you can now slice, dice or summarise the Account Transactions report by either of these options. 😊
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Director ID filed in Contact
It would be helpful to have a Director ID field for contacts within an entity in XPM. There are instances where we act for the entity and not the individual Director. We are therefore not able to store the Director ID in the same way for an individual client.
1 voteHi Christine, there's an additional field in the 'Tax and Company' section of the client details page where you can record the Director ID, as well as fields for the client verification details - More in our help here
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UK Tax - Ability to export iXBRL file into other tax software
Currently, in the UK you can export an iXBRL file from Xero Tax but if you try to import that file into other tax software it is not compatible and creates an error message in the other software.
This is an issue at my firm as the Tax department insists on using Alphatax for all CT Returns and this has meant that we cannot use Xero Tax to prepare statutory year-end accounts as we have to prepare the iXBRL tagging file in other software that is compatible with Alphatax.6 votesThanks for your input on this one, Louisa. Xero Tax now offers the option for our partners to continue utilising the automation and efficiencies of our accounts production tool for FRS 105 and FRS 102 1A and then export the iXRBL file into your existing Corporation Tax software, such as AlphaTax, to file the CT600. If that's the workflow for you, you'll notice some cool tweaks to the process such as the ability to manually adjust the tax provision in the accounts from the dashboard before filing them with Companies House. After creating a new filing you'll see the option on our 'Filing Options' screen where you can elect to prepare the CT600 in Xero or file it externally.
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Hubdoc - Attach email to document
When an email is sent to Hubdoc with attachments, have email attached to document(s) instead of it going into Failed.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
2 votesHi Pam, as Dana noted earlier this is already possible through the help link provided - or let us know if it's something a bit different you're after 🙂
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AU Tax - Ability to Customise / Edit Cover letters
To have the ability to customise/edit cover letters in Xero Tax.
Purpose: This will make clients who have different trading names and legal names can easily edit it.
23 votesHi everyone, sorry we've not caught this one sooner. Right now it is possible to customise Cover Letters in Xero Tax! This can be done through the use of docx. templates and Microsoft Word - See help on this in Xero Central.
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Xero Tax - Submit Tax Returns on cash basis
Functionality to be able to submit Sole Trader/Freelancers/Counsellors tax returns on cash basis.
2 votesIn order to file a self assessment tax return for self employment income on a cash basis this needs to be selected from within the self-employment schedule.
Below the accounting period start & end dates there is a Yes/No toggle to switch over to 'Yes' if cash basis is being used in the accounting period 🙂
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Quotes: At present the only way i can print a quote is by sending it to myself on email. Could you please give an option to print to pdf
Quotes: At present the only way i can print a quote is by sending it to myself on an email. Could you please give an option to print a quotation to pdf
1 voteHi Elma, thank you for your idea here.
We currently have the ability to Print PDF for Quotes — please see the attached image below.
Please feel free to round-back to us if the idea here is for something different.
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AU Tax - ELD form to include BSB & Account Number
To include customer’s BSB and account number in the ELD form.
Purpose: To make taxpayers able to verify their bank details as they sign the form.
21 votesHey community, great news!
We’ve made some updates to the ITR forms, and you’ll now see a section labelled ‘Your Banking Information’ with the customer’s BSB and Account Number.
Because of this change, we’ll be shifting this idea to delivered 😄
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Hubdoc - Ability to create document from email body, not just attachment
I would like to be able to create a document by emailing in an email with a tax invoice in the body.
4 votesHey Grace, I’ve checked with my team about your idea here. We’re happy to confirm that you’re able to create a document from the body of the email by selecting the checkbox of “create documents from both the attachment(s) and the body of the email” in your Hubdoc org - see our article here for more information.
Thanks again for giving us your input here! I’ll mark this idea as ‘delivered’. -
Xero HQ - Ability to use Ask to send template queries to non Xero clients
I was told on a recent Xero training course that I could use "Ask" to send queries to clients - even those not on Xero. However, having just spent a considerable amount of time setting up a lot of new templates for requesting self assessment evidence from clients I have now found out that you can't use it for individuals who are not on Xero. Perhaps this could be something which could be looked at in the future? I have a number of individual clients who need self assessments but don't require Xero and it would certainly be a bonus…
2 votesHi Leah 👋 great to hear you've been through some of the training!
You can send Xero HQ Ask queries to non-Xero clients, however you'll just need to add them as a client in Xero HQ so they can receive the notification.
On your clients end, they can create a Xero login to access and respond to your queries through Ask, without needing to add an organisation.
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Hubdoc - Memorise multiple line invoice
Ability to memorise the configuration of previous multiple line invoices.
Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.
57 votesThanks for your support here, everyone. With Hubdoc we've just introduced a way for you to save configurations for documents with multiple lines, to help you create transactions in Xero faster and save you time from entering data.
Now, when you publish documents with multiple line items into Xero you'll see a button to copy item details you entered last time - 'Add last items'.
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AU Tax Estimate - Trust Tax Return
Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.
Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.
173 votesHey community, thanks to everyone that added their votes and feedback to this idea!
Understand that previously, determining the estimated tax payable by the trustee of a deceased estate involved a bit of manual calculation work. I’m happy to confirm that this can now be calculated from within Xero Tax.
For the steps to calculate this, and a bit more info, we've updated our Xero Central article ‘TRT – Cover and Income sections’
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Practice Manager | Staff - Filtering/Sorting by Jobs specific to staff member
Ability to sort/filter the list so only jobs relevant to the staff member show, within the adding staff to jobs screen.
Purpose: To easily see staff’s role within Xero Practice Manager.
5 votesHi team, sorry we've taken a little to wind back here. As you may have found late last year we released a few enhancements to Job Manager so you can now filter your jobs by Staff, Manager, and Partner! 🙂
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Hubdoc - ability to recognise duplicate documents
Hubdoc doesn't recognise duplicate document uploads, this is an important feature that is common in all other document handling software I have used in the past. Please add this feature to enable us to utilise the auto publish feature with peace of mind that we won't end up with many duplicate supplier invoices in our accounts.
1 voteWe can now happily say this has since been released and you can start enjoying the benefits.
You’ll notice that duplicate detection picks up on any documents that have been uploaded more than once. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and let you know that a dupe has been detected. You can then either move the dupe to the trash, or mark it as not a duplicate if it’s been uploaded again for good reason.
Check out our blog post for more on this release and don’t forget that if you need an extra hand with your Hubdoc queries, our support crew are always available.
We hope that this feature will save you time and reduce errors in your bookkeeping so you can spend less time double-checking documents and more time on tasks you’d rather…
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Xero Tax - Suspend Activity Statements
The new Suspend Tax Returns feature for Xero Tax is great! However could this feature please be applied to activity statements as well?
1 voteHello everyone, we want to let you know that this feature is already active in XPM.
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Delivery Note
Xero is great for our Business, the only thing missing is a DELIVERY NOTE!!!
Can you please look into it, allowing us to create Delivery Notes once the job has been invoiced.Thank you,
Kind regards1 voteThanks for taking the time to share this with us.
We recently released the ability to create packing slips when printing with new invoicing. Check out our support article for more info!.
Though this might not meet the exact criteria of every business, but it meets the core needs of customers that need a simple solution. If you're finding this doesn't work for you, check out our app store to see if there's any third parties that could help you out instead.
As this feature already exists, I'll go ahead and mark this as delivered. -
Hubdoc - Make Hubdoc run normally when having more than 1,000 contacts
Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.
Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.
18 votesHello community, we're pleased to let you know that our Hubdoc team has implement a fix that was causing slowness for those users with large Xero Contact lists, especially for those of you who have more than 1,000 contacts. So you'll notice a big improvement in Hubdoc speed now.
Thank you for your input here everyone! I'll move the status of this idea to 'delivered' so the votes can be returned to you all 🙂.
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Document Packs - Delete and Resend functions
The Document Packs needs a delete and resend function.
The delete function is necessary when client cannot open a document sitting in their Xero portal. The client can't delete it. We can't delete it. If we could jump into Document Packs and delete and/or resend, just like we do in Xero Tax, it would save a lot of time and frustration for both accountant and client.
The resend function is also necessary when a client doesn't receive the email asking them to sign a document. The work around whereby we have to phone the client and walk them through logging…
1 voteHey everyone, we've been taking all your feedback on board, and focusing on ways to give you some of that time back to do better things.
With the team's latest enhancement you can now send personalised reminders to clients that still need to sign any document that was sent through document packs in Xero HQ, which should help you resolve these sticky situation you've mentioned above 😊 - See detail on how to use this in Xero Central.
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