1464 results found
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Changes to History field
Previously if you emailed an invoice or statemt to a client it showed up as such in History for that client. Recently this appears to have changed and all that shows in History is "Updated". Not very helpful as it is important to know when one last emailed an invoice or statement.
Please fix.
1 vote -
jobs
jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???
1 vote -
Grouping of Accounts in Trial Balance - Allow Layout Editing
Please allow editing layout and grouping of accounts in Trial Balance which can make the XERO more Competitive with other brands like MYOB for finalization. Allowing Grouping of accounts in Trial Balance will make the Xero product more compatible & Inclusive
5 votes -
To prepare and lodge activity statements before the end of the quarter when the connection to the ATO is live
We have the issue where the client has connected to the ATO but now can't prepare/lodge early unless they break the connection and go back to manual reports. Feels like the 'new' version is a backward step. Ideally, if the return is present on the ATO portal then it should be available to prepare early even if not yet due.
0 votes -
Enable online payments links in Draft invoices
We use Draft invoices as proformas, and need to have online payment links enabled. Why is it not possible to have this functionality?
1 vote -
Allocate Expense to Customers
Can we get the allocate expense to customer added as a feature on bank rules and cash coding to simpify and speed up the process for allocating customer expenses for recharging.
1 vote -
tax reports
I want to be able to track our tax lodgements. Specifically what I really want is to compare our lodgement of tax returns now to the same time last year.
1 vote -
bank rules
In the Bank Rules it would be very helpful to have a tick box that allows the full original description from the transaction in the bank, to be allocated when you reconcile the transaction.
Much like the Set Reference as 'reference/description/etc' option but specifically to include the original transactions detail.E.g. Bank rule & contact would be: 'Pharmacy'
- but the original description in is a transaction from 'Boots £3.50' or 'Superdrug £14.00' so when you apply the bank rule and you check the transaction in 'Account transactions' under the specific nominal (e.g. personal care), the description would say the…2 votes -
Prepayments & Accrual Schedules
Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.
For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you…
2 votes -
Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
1 vote -
cash coding
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
1 vote -
foreign exchange journals
Allow journal entries to be entered in foreign currency and converted to base currency as some companies need to report in both when shareholder company is in one country but operating company is in a different country, difficult to reconcile due to/from and inter-company transactions when the two companies are in different currencies
2 votes -
URGENT - Restricting access to certain personal tax returns
I've just found out to my horror that there is no facility in Xero Tax to restrict access to our own personal tax returns as owners of our accountancy firm. We've just got rid of IRIS to go all in with Xero Tax and find that we can't even do our own personal tax returns on Xero Tax because our team will be able to access them. How crazy is that? Please could this be addressed as a matter of urgency? Surely we should be able to password protect them?
2 votes -
ADD: Time tracking built into XERO for bookkeepers
ADD: Time tracking built into XERO for bookkeepers.
Its a hard sell to move hundreds of bookkeeping accounts to xero when there is no way to track our time within a clients file.
We are a large firm with 10,000+ tax clients and growing. We are trying to simplify time and billing, with over 1000+ bookkeeping clients spread out over half a dozen services and are trying to find more built-in solutions. I am quite surprised this isn't built into xero yet.
2 votes -
Help each other
If everybody works together as a team I guarantee you that we can have a better result than them being fighting each other against each other
1 vote -
Profit and Loss - add 'comparewith' as a default
When running multipage Profit and Loss Accounts you can manage date by default which makes sure that each page is covering the same period.
When running the same report on a month by month summary it would be helpful if we could also have a manage 'Compare with' butoon instead of having to go into each p & l separately and remember to update each page.
The number of times I have forgotten to update the page and save the report before closing I hesitate to count.1 vote -
Superannuation Lump Sum Tax Offset
Hi,
When completing Deceased Estate returns in Xero Tax, it seems as per the screenshot provided the newly added estimates does not calculate the Super Lump Sum Tax Offset given the complexity and nature of the Lump Sums.
Is there a way to have Xero Tax calculate the estimate with the Super Lump Sum Tax Offset taken into consideration as it has been in the past on MYOB? This way we can obtain a more accurate estimate of the tax payable for the Trustee.
Thanks,
1 vote -
GST filing frequency
Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.
This is currently not an option to enter when adding a new client, would be great if you could though.
2 votes -
Income Statement run with descending/ascending amounts option
I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.
3 votes -
Hubdoc - Allocate to any bank account
Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.
2 votes
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