1428 results found
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Contact Notes
This would help a lot!
What :Can the notes section be made available to view from Contacts tab .
Why : You have to click on files to see it
How: If it is there I can see if I have to watch out for anything specific ..i.e rate change or new bank details
Kind Regards Andy1 vote -
XPM (AU) - Automatic retrieval / daily scheduling of PLS report
Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.
1 vote -
New invoicing - click and drag documents straight into invoice
With the new invoicing, can you please make it that we can click and drag a document straight into the invoice (as we could previously in old version of invoicing). Instead, we have to click on Files then drag across.
1 vote -
Changes in Employee Superfund ABN, USI number etc
AU - Compulsory Employee Super When a Employee Superfund changes ABN, USI number, merges with another fund.
The only solution at moment is to export the employee data into a file and save it. Then deactivate the Superfund. The problem is if you have a query on these past transactions you cannot do it through Xero. If you a subjected to an audit you cannot generate report for the data prior to the date of the changes made to the super fund. If you have been through an audit this creates a lot of work. Also, if you lose this…
1 vote -
Filtering in the Archive Space within Xero HQ
Being able to filter with in the archive space of Xero HQ. This would enable sorting of clients to clean up clients with Xero files etc.
1 vote -
insights
Client Insights - column showing if the latest GST return is outstanding for filing
1 vote -
Improving User Experience for Closing Payroll Schemes
When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
Your step-by-step explanation was helpful, but some adjustments could enhance user experience.1 vote -
AU Tax- Ability to assign draft Activity Statements
Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.
1 vote -
AU Tax - Include Final Tax Return reporting field
Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.
1 vote -
Invoice - spacing under Description box is allow in New invoicing and customise template
The spacing within the Description box on the invoice is permitted and will be accurately reflected in the PDF.
1 vote -
New invoicing - zero balance invoice can't be saved
Xero, it is another shocking mistake in new invoicing. To do the job I had to switch to classic invoicing.
I had to correct a "GST on income" amount in the locked period. So, I had to record a zero-balance invoice. I hope that somebody in the production team does understand accounting and knows why this correction is done as a zero-balance invoice.
An error message pooped up in new invoicing: Zero balance invoice can't be saved.
It is a joke, right!?
Please fix it as soon as possible.
22 votes -
filter Xero tax ideas
Being able to filter the "Ideas" by location. I just went through 366 tax ideas and less than half applied to AU tax.
1 vote -
How to buy iPhones at a cheaper rate and sell them for a profit
To buy iPhones at a cheaper rate and sell them for a profit, here are some strategies:
Buy in Bulk: Purchase iPhones in bulk from wholesalers or distributors at discounted rates, then resell them individually for a higher price.
🎉👉 More Details: https://tinyurl.com/49y6hc98
🎉👉 More Details: https://tinyurl.com/49y6hc98Refurbished or Used iPhones: Look for certified refurbished iPhones or high-quality used ones from trusted sellers (e.g., Apple Certified Refurbished, reputable online platforms). Resell them after inspecting and possibly upgrading them.
Seasonal Sales: Take advantage of big sales like Black Friday, Cyber Monday, or holiday discounts to buy iPhones at a lower price…
1 vote -
Date Order of Account Transactions
In 'Account Transactions', it would be useful to be able to specify the date order - latest first or, as now, oldest first.
1 vote -
Editing Transactions
Wnen editing a transaction - to change tracking, for example - Xero, by default, changes the transaction date to the date of the amendment. This causes problems when the transaction crosses a FY boundary. It would be less problematic if the original transaction date was retained, unless the user specifically changes it.
1 vote -
Contact-Specific Pop-Up Messages in Xero
It would be highly beneficial if Xero could introduce a feature allowing pop-up messages for specific contacts. Many businesses have clients or suppliers with unique requirements that need to be addressed when creating invoices, bills, or any other financial transactions. Having a customizable pop-up notification appear whenever a particular contact is selected would ensure these details are not overlooked.
This feature would help users streamline the invoicing and billing process, prevent errors, and improve overall efficiency by automatically reminding staff of any special conditions or instructions associated with a contact at the moment of transaction.
1 vote -
Leave Emails
Leave Request emails to show Organisation Name.
Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.1 vote -
user access payroll
AU Payroll - User access options
Payroll user access for advisors that can be customised so that you can opt out of being an option for approving leave or timesheets etc.2 votes -
Payroll journal summary
I would like to be able to firstly differentiate my payroll journals from other journals and then produce an end of year report of the payroll journals.
How you could facilitate this:
-Tick box on the journal to identify it as payroll related.5 votes -
AIA should be in the list of accounting bodies in the UK
AIA is a prestige accounting body in the UK and I couldnt find the accounting bodies list during preparing final account - it should be added
Thanks
1 vote
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