1058 results found
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Bulk dispose fixed assets in XERO Fixed Assets Register
There should be a function in XERO Fixed Assets Register to allow bulk dispose assets that are no longer used/sold.
9 votes -
Xero HQ - Transfer/copy reports between practices & organisations
Ability to transfer customised reports between practices or other businesses. Currently this is not possible so if a client changes accounting practices then reports do not follow. This is expensive for the client for reports to be redone and totally unnecessary given that all the formatting necessary already exists on another system.
158 votes -
XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
20 votes -
VAT - Automatically calculate returns when switching VAT scheme
Hello,
I would like for Xero to automatically calculate the VAT returns accurately when switching from a VAT scheme to another. Currently, we need to manually adjust the returns to avoid any duplications caused by the transition. There is room for a lot of human error when doing this and I believe this feature is extremely important.
5 votes -
Report Templates - Add Payroll reports and tracking summary
add more reports into report template, for example payroll report and tracking summary. Thank you.
13 votes -
Xero Tax (UK) - Make available to businesses, not only to Partners
Ability to have Xero Tax for businesses, not only for Partners
109 votesHi everyone, though appreciative of the idea. This is a function available through the Xero Tax Product with a Xero advisor, and we don’t have plans for developing this capability from within a Xero organisation.
You can find an advisor to suit your full business needs through Advisor Connect.
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Document Packs - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see
Document Pack - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see
11 votes -
NZ Tax - Excess Residential Rental Deductions Carried Forward to auto populate
This can be entered in the losses area of the tax statement, but does not pull into the next years tax return so is a complete waste of time.
Normal losses pull through but these rental ones do not.
Please fix this issue.
These and normal losses should pull through from IRD - we shouldn't have to enter these manually as we currently do.6 votes -
US 1099 - Identify Checks and Debit Card activity on bank accounts
Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.
4 votes -
Xero Tax(AU) - Tab for Returned
Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?
16 votes -
Reports - Add customer and supplier journals
CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…
17 votes -
Hubdoc - Improve performance when generating lines with tax
1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.
Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too
I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this
26 votes -
XPM/Xero Tax - Show Refund/Payable amount in client view/tax return
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
3 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
32 votes -
Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
2 votes -
Xero tax (AU) - Roll forward Tax Returns
Tax returns be rolled forward annually to assist with workflow tracking and planning.
31 votes -
1099s - Exclude PayPal transactions from 1099 reports.
PayPal transactions should be excluded from 1099 reports but they are currently included.
2 votes -
Report Templates - Ability to add reporting name when creating new account
Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.
1 vote -
Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
7 votes -
Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
30 votes
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