52 results found
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XPM - Edit staff name
Need the ability to edit staff names in practice manager as we were able to in the past. The new staff screens do not allow this. It is not reasonable to lose the history of that person if we just need to update or fix a name.
68 votesHey community, popping in with a quick update to this idea.
Earlier this year we made a change to staff names, so they’re no longer controlled by the Practice Admin.
Instead, the Staff name you’ll see in XPM is tied to the User Name, giving the staff member control over how they appear.
We’ve also made a change to the way deleted staff will appear in Practice Manager. They’ll now display a ‘Deactivated’ tag after their name.
From reading the comments, it’s common practice to add a prefix to a staff name (such as ‘ZZ’) to identify them as leavers - this update removes the need for this workaround!
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feedback
I feel like a dedicated feedback board would be useful. As I don't feel there is currently an appropriate place to give feedback and notify support of things that are not working properly.
For example, I have the new GST returns to trial and there was an actual feedback box in Xero. Where i gave the feedback that i liked the new features but not the look. Now the feedback box is gone and I have just noticed that it tells you that there are unreconciled lines to code. But, they are for the next GST period. Plus the old…3 votesHi Dylan, the team have looked into your idea here and the behaviour you're describing isn't expected and does appear to be more of an issue than idea.
If possible could you please raise a case with our team of specialists at Support and we can take a deeper dive into this with you to work out what's going on. Thanks!
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Price increase
I am not happy with the latest increase. I don’t see why I should now start paying for payroll when I don’t use it.
The fiasco with the new invoice system is ridiculous. So many basic things are so wrong such as the layout. Just where do you get your developers from?1 voteWe appreciate your feedback, Julia. Our new streamlined plans are designed to provide easier access to the tools to help run your business efficiently. That means more key features included, with fewer add-ons to navigate. We consider many factors when rolling out changes like this and that includes understanding the nuances of a particular market and customer needs.
If there is something particular with other features across Xero that'd help improve your experience I'd recommend voting on the individual product ideas. Our product teams are regularly reviewing and make changes based on our community's feedback here.
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Create a Xero integration with Financial Cents
Financial Cents has created the best practice manager I have found and would like to integrate with Xero but is not receiving much cooperation. I and several other Xero users would appreciate the integration.
3 votesHi Glenn, we don't develop many integrations ourselves but interested apps can build these themselves. It sounds like this might be something Financial cents are looking into. It might be worth sharing this link to our Developer platform where there are experts and lots of help in developing an integration with Xero.
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Personal Tax (UK) | File personal tax return pre 2020 year
The ability to produce personal tax submissions prior to 2020 from Xero Tax
1 voteHi Renu, while we appreciate you raising this with us here to be upfront we don't have any intentions of developing this within Xero Tax.
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Reports: Bookmarkable link to reports
Currently when using the new reports, bookmarking a page in Xero will take us to the specific organisation that the bookmarked screen was in.
But when using the old reports, bookmarking a page in Xero for example Balance Sheet for the year ended 30/06/2022, when i click on the bookmark link it will bring me to the Balance Sheet for the year ended 30/06/2022 for whichever organisation i am working on. This makes it easy when i'm looking at multiple entities.
Since Xero is phasing out the old reports, can you please bring this feature into the new report?
54 votesHey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
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NZ Tax - Audit check to check IRD number
When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.
1 voteHi Franjo, currently an IRD Number validity check is done in Xero Practice Manager tax. Being open we don't have any plans of changing the check that is in place, however we do find most issues are caused when a IRD number is copy and pasted in to Xero and includes lead or trailing spaces which can throw an error.
We'd recommend typing this in to avoid issues.
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Xero Tax(AU) - Change end date to date of death
For deceased individual clients, the period end date for their final tax return needs to be changed to their date of death. The tax return should not still be reporting the entire financial year.
There is a cell where we are able to input client date of death.
Recommending for product team to code this update so the period end date of these individual tax returns are also updated to reflect the Date of death.
11 votesHi everyone, while we appreciate you raising the idea for this here, we want to be upfront that this is not something we're looking to develop.
For electronic lodgment, the ATO's requirements to report the whole year with data of death as an extra field. There are validations and calculations that use this date. This is different to paper lodgment.
As this is the case, we will not make the end date editable.
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Enable custom fields in FuseDocs integration
It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).
1 voteHi Sally, is this something you've approached FuseDocs about? Many of our connected app partners designed and developed their integrations with Xero themselves and they're best placed to help with any questions you have on extending their integrations with Xero. You can reach their support through one of the options listed on their reviews page.
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hubdoc
feel so bad currently.
for the image (Picture) + PDF very clear.
upload still cant capture the important data- due date will date back to year 2020. why will choose this year?
- company name problem
1 voteHi Wendy, from what you've described our Support team may be best placed to help you here, instead of a product idea. I checked your support cases and it doesn't look like you've raised a case about this yet.
Please could you contact support and include some more details and screenshots, they'll be happy to check it out. There's info on how to do this here: Get help from Xero support.
I'll close this idea off for now, and if support can't resolve the problem you can create a new idea, please be sure to include as much detail as possible to describe the idea.
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Xero Sign | Without needing to create a Xero account
Xerosign: Remove the requirement to sign up to a xero account to sign documents.
This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.
111 votesThanks for the idea and support here - We're sorry to hear this has caused some from making use of Xero Sign with your clients.
With the sensitive nature and detail of information that can be shared through document packs - creating an account and logging in is necessary to secure information.
We appreciate features like Document packs allow collaboration with others who might not regularly use Xero for their business - There's a special sign up flow that takes your client through a shortened version of the sign up flow if we detect they don't already have an account.
💡If your client is being asked to create an org as part of the process, it's likely that they've clicked the sign up option at the bottom of the screen instead.
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Personal Tax (UK) | Add limit to student payment deductions
Personal tax returns. At present the systems calculates student loan repayments in line with the taxpayers income. It does not consider the amount of the loan outstanding. This will clearly give an incorrect return for the year in which the loan is repiad.
Suggestion: Pending a SLC link to establish the oustanding balance, could the dev team implement a 'limit student loan payments to' box for users (like me) to apply a manual override.
1 voteHi Stuart
Thank you for creating this idea. Unfortunately providing the ability to override this amount will not create the ability to prevent overpayment. If the client is tagged as having student loan repayments due, HMRC will calculate the amount they believe is due based on the income in the return. If the manually edited figure did not meet HMRC expectations within £1, HMRC would reject the tax return. HMRC do not provide an ability anywhere in the filing package to indicate that the client is in their last years of payment.
We are sorry we can't help more here.
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Xero HQ - Viewing all clients on screen
Would like the ability to be able to view all clients on screen in Xero HQ for the purposes of merging duplicates as being able to click the 'Show more clients' means it's difficult to navigate where there is a trading name and legal name in different parts of the list.
1 voteHi community,
Our product team recently made significant improvements to the client list! 🥳
You can now choose how many clients to show per page, making it easier to see many more clients. You can now also sort your client list using many more columns. Previously the only column you could sort by is client name but now you can hover over all the columns (organisation name, email address, phone number, business number, subscription type, industry classification, connected banks, financial year, Bank feed deprecation) on the client list and sort.
Finally, you can also merge or add clients to groups from the list page.
The product team don't have any plans to enable the ability to view all clients on one screen which is why we're shifting this to 'not planned' but we believe that these combined changes will provide a better navigation experience.
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XPM API - Get Job Schedule Priority on GET Current
XPM API 3.0 & 3.1 -> Can we please have Schedule Information > Priority to be fetched along with the Job Details?
Otherwise we cannot sort fetched Jobs by Priority..
We can use Custom Fields, but that means we have to fire an API to fetch the custom field for every single job we are fetching from XPM..
Any idea guys?
Many thanks!
1 voteHi Felix, we have a Developer Community and forum where you can request changes or improvements for Xero's API.
You're idea here would be best raised with our experts through that channel to consider and keep you informed. Thanks
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Xero Product Manager app
Don't turn off the XPM App in Nov 2022 - it is so handy to capture time on the fly or on another device whilst working on the screen
13 votesHi community, thanks for your feedback on this here.
We’re on a journey towards creating more value for you in the long-run, and want to be upfront that we will not be reinstating the XPM app - We've had to make some difficult decisions to remove and change some less-used features, so that we can focus on creating the additional value.
You can still access all the functions of the XPM app on-the-go via your XPM desktop login. Though we appreciate this is a change and isn’t necessarily as convenient, we believe the added value that we're planning to launch in desktop XPM will be a bigger benefit to you in the long run, including more streamlined workflows between our practice tools and additional functionality when managing jobs and clients. -
Xero Sign - Signature Pad
SIGNATURE PAD
It would be great if you could attach a signature pad to the computer so that a client can sign their Tax Returns on the spot without having to print the Tax Returns for the client to sign.
We love the convenience of digital signatures however some clients don't have their emails on their phone, don't have email addresses at all, or just refuse to sign electronically via email when they can just sign their documents when they are in the office.
We think that having the option to sign an an electronic signature pad, like you do…
52 votesHi everyone, after further review we're going to move this idea to 'not planned' as there are no plans for developing this functionality directly from Xero.
As mentioned in my earlier comments here there are a some apps in our Xero App Store that offer 'signature' based services.
It is best to explore these yourself and how they could aid in your business processes. App partners will be best placed to confirm if they provide capabilities to collect signature through a device with your clients. Thanks
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Personal Tax (UK) | Auto generate Personal Tax return for next year
Auto generate a new draft tax return for all clients that had a prior year tax return, otherwise we have to go through a list of clients and manually create the tax returns....
Also we can't export the XT personal tax return lists, there is no export or print option. All we can do is filter on screen, would be good to be able to export for tracking purposes...1 voteHi Bonnie, thanks for sharing your ideas and thoughts with us. I can see how this would save you time. However, after engaging with our product team I can confirm that we don’t currently have any plans to develop a feature that auto generates a new draft tax return when one exists for a prior year. Similarly for exporting or printing the XT personal tax return lists, there are no plans to work on this. I appreciate this isn’t the news that you wanted, but hope that this update brings you some clarity.
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AU Tax - Automatically create income tax return
It would be wonderful if at this time of the year income tax returns could automatically be created for the new year, where the prior year is completed and with rollover from the prior completed year.
Having to manually create hundreds of income tax returns is terribly inefficient.
23 votesThanks for your engagement in this idea, everyone.
The team have considered and thought about this in practicality. Tbh we do not have intentions to develop auto-creation of client income tax returns in Xero Tax - In the way Xero tax is designed, bulk rollover would potentially create 000's of returns at once, all appearing in Draft, and as a result would cause lots of noise for users.
It'd also create trouble and confusion in understanding where a client has come back, and what returns are being worked on vs those not started. And for clients that don't come back, you'd be left with an excess of returns in draft, requiring admin to delete.
That said there is a flow that could better accommodate this, and exists today - we provide a 'not started' state as well as recommending clients use the ITCRPT report to manage this workflow.
- The client would …
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XPM | Job Manager - Tab for My Jobs
Can we please have a tab for My Jobs (like the old format). It is much quicker to click on a tab than navigate via filters.
4 votesAppreciate the feedback around changes for Job Manager, everyone. Being open we don't intend to allow switching back or access to the old view, however we'll continue to develop new Job manager to make this experience even better for our customers.
If you have access to All jobs you can get a view of 'My jobs' by filtering the All jobs list by Staff or Manager to select yourself. We know this may be something you commonly want to view and you can Save your filtered view to easily access next time you return - see more on this here
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MYOB Product in Comparison
MYOB vs Xero
Hi there
We recently had a MYOB training and we found the following features are very impressive and wonder when will Xero start looking into these features for us?
*Consolidate P&L - able to consolidate different businesses in one P&L (all you need to do is tick the client file)
*Once P&L is consolidated, GL is also consolidated. Easier for inter-entity loan account matching.
*Layering - MYOB's P&L layout is highly customisable. They call it 'layering'. They have TY vs LY quarter x4 quarters + YTD.
Employee self onboarding - using sms to reply and avoid having…
2 votesHi Irene, it's good to hear efficiencies that you find in other software that you'd like to see Xero develop, however I do want to be upfront that we don't intend Xero to be a like for like with our competitors.
I've made sure to share your points here with the relative product teams but with a collection of ideas in the one it's quite hard for other community members to get understanding of what they'd be adding their support for as well as hard to share the collective interest in a specific change back with our product teams based on your post.
We have some ideas that I've noted below related to items you've noted and you're welcome to add your support to and follow for any updates.
- Don't see your idea?