1204 results found
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Printable 1099 report
Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.
1 vote -
W-9 request from contact page
Make W-9 request available from the contact page. Perhaps where financial details are manually entered. Why have to go over to the 1099 report?
1 vote -
Allow Cashbook Client users to access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
1 vote -
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
Change status of bills
In the Manage Direct Payment screen we need the ability to change the batch status for a batch that has not been processed and the batch has been superseded by a later batch. We need to be able to change the status to Cancelled or Failed rather than sitting as processing to ensure we know what the actual status of each batch really is.
1 vote -
New GST return layout
New GST return layout and a few thoughts around it :-
1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
3? The body of the report is now in landscape which if the client were to print would…1 vote -
Split Transactions in Find and Recode Tool
A function within Find and Recode that can split code each transaction by a percentage.
This could be an additional button next to the Recode button called "Split" which brings up a pop-up window like Recode does.
Account | Tax Rate | Percentage
Add another line1 vote -
Submit CIS suffered through Xero
Can you add the feature to submit CIS suffered through Xero?
Currently having to submit the CIS deductions through Xero and the CIS suffered through a different software.1 vote -
CIS statement audit trail
I'd like there to be an audit trail of when CIS statements are sent to subcontractors.
If you send out CIS statements through the system and a subcontractor is saying they have not received it, there is no audit to prove it has been sent.1 vote -
No manage user able to delete themselves from an organisation.
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
1 vote -
payroll
Payroll:
Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.
Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.
Hopefully, this can be considered.
Thanks!
1 vote -
Bank Reconciliation page
On the bank reconciliation page the ability to move between pages is at the bottom of the page, is it possible to also have this at the top of the page? So that you don't have to scroll the page first to move through the pages?
1 vote -
Payment services - connecting to other currency accounts
Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…
1 vote -
"today" button in timesheets
In the timesheets window, a button which takes you back to todays timesheet.
I often have to scroll back, and prepare prior period timesheets, and so it would be handy to have a "today" button, which will automatically return you to the current days timesheet - rather than having to scroll forward (similar to handisoft practice manager).
2 votes -
when editing, to review a page - PDF just that page
When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet1 vote -
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…2 votes -
I need to change the practice admin for my partner account but I no longer have access to current email so am unable to switch this.
I need to change the practice admin for my partner account but I no longer have access to current email so am unable to switch this.
I need access TODAY and need a call. As a tax preparer, I need to be able to access my client's tax information which is in Xero.1 vote -
files
The ability to bulk transfer documents a client has uploaded in FILES section of Xero to Hubdoc so we can utilise the OCR and automation of documents into Xero better
1 vote -
INSERT PROPERTY FIELD ON ACTIVITY
It would be a great help if you could insert a field into the activity page which includes the property address that the invoice is for, so that this would be clear which property the invoice relates to rather than having to go into each invoice to see which property it is for.
2 votes -
Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
1 vote
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