1338 results found
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Cash coding overpayments to suppliers and customers
Allow bulk cash coding as an overpayment to a supplier so they appear on the aged payables list instead of having to do them individually through find & match.
1 vote -
Add invoice from Xero business edition to document pack
Ability to export an invoice created in Xero business edition to a document pack.
For example, if I prepare a BAS or tax return for a client and send it to them in a document pack along with my invoice, I have to export the invoice from Xero and save it, and then add it to the document pack.
It would be beneficial if there was an option in the invoice screen to add the invoice to a document pack, similar to adding a completed tax return from Xero Tax to a document pack.
2 votes -
AU Tax - Franking account worksheet
It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.
Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.
7 votes -
Workpapers - Attach files to journals
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
6 votes -
Report template - Re-ordering codes at practice to flow to clients orgs
Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.
The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…
1 vote -
Unlock Tax Return Permissions
Expand the permissions of preparing tax returns, by separating the unlock function of a tax return into 3 stages:
1) Complete
2) Approve, out to sign, archive
3) FiledThe separation of duties can then be clearly identified in firms, from the following:
(1) being the worker,
(1) & (2) being the manager/director, and
1), (2), & (3) being tax lodger administration and high level management.1 vote -
Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…1 vote -
The ability to remove grid lines from pasted in excel spreadsheets from xero reports. Also the ability add blank row with now other details
The ability to remove grid lines to a xero report that has been exported to excel spreadsheet then edited and then pasted back into xero reports. Currently this is extremely annoying and you might as well set it up in excel from the start. Not friendly at the moment and doesn’t look professional or doesn’t save any time.
1 vote -
Sync Email address' from Xero Tax Return to ATO Portal
Clients are constantly having issues receiving notifications of their PAYG statement. The clients who do not receive a notification (neither do we for our client) are the clients who have the ATO channel as "ATO Online" listed in the Client Communication (on the ATO portal). I have been on the phone countless times with ATO about this "Channel" and it is concluded that this does not go anywhere. To stop this, we have had to manually update the client's communication preference to email, or call through to the ATO again and have it changed to paper.
I was hoping there…
2 votes -
Xero HQ - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
3 votes -
Check Register Report
New to be able to run a report to show checks paid out each month, sortable by each bank account. Date - Payee - Check Number - Transaction Amount - Status (Reconciled / Unreconciled), Total dollar amount of checks written for the month, as well as total dollar amount of checks unreconciled for the month. It would be nice to have the voided checks fall to the bottom as well. I have attached a copy of one I make in excel every month since Xero doesn't have this report.
3 votes -
receivable by account code
To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only
1 vote -
App Face ID
Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.
Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!
1 vote -
Practice Manager - Display Name for clients
It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.
31 votes -
XPM Job filters - Add custom fields to Job Manager
Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.
5 votes -
AU PAYROLL - Employee Contact Details to have termination date and reason column
On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.
1 vote -
Being able to add custom queries to custom workpapers
When creating custom queries, only the system default workpapers are available to add the query to. So when you are processing the workpapers, you need to manually move each query to its relevant workpaper, if you want it on a custom workpaper. Please add custom workpapers to the custom query creation list.
Alternatively - if queries were rolled forward from one year to the next, custom queries would only need to be moved in the first year.
1 vote -
Conditional formatting for client queries
Often the first question in a section is a yes/no - it would be good to hide the additional questions that result from the first answer, rather than needing to cover all bases with additional requests for the yes or no question. The shorter the initial list, the more likely the client will answer promptly and correctly.
1 vote -
File historic tax returns through Xero tax
It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.
4 votesHi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.
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UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
6 votes
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