1347 results found
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Quotes - Warning message when a code has not been entered
Hi team, it would be really great when using quotes in Xero that it would send up a warning message when an account code has not been entered before being able to send out the quote to a customer (like it does in the invoices).
Or if the account code could pre-populate (based on the history of coding) also like it does in invoices. I have had a client used to doing the quoting in the old version where they could keep a place holder for the sales account, but this function has since gone in the latest invoicing update.
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6 votes -
Exporting Client Insights to excel for further analysis
Insights can't currently filter by client manager and doesn't have a field for comments for example and so we would like to export data to then be able to filter it ourselves by manager and allow managers to comment on action taken to remediate flags raised by Insights.
1 vote -
Exporting Insights results
Client Insights - Exporting to excel for further analysis (e.g. by manager)
1 vote -
Non Depreciable asset to roll foward
Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.
Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.
6 votes -
Date of birth to be able to edit individual records in XPM
Currently you cannot edit the DOB in a client record in XPM for individual clients you can only edit if you export the database and re import it. For GDPR reasons it is important that we can delete DOB when a client leaves the practice. Please make this field so it can be deleted if required
1 vote -
xero me app
Xero Me App - needs building out a lot more, to allow pay earnings items to be selected by employees e.g. Ord Time (S-F) times, Unpaid lunch break (S-F times), Paid Rest Break (S-F times), Overtime (S-F times), paid allowances. It is barely adequate if used in its correct form, to be a record kept and meet Fairwork requirements.
Also the Xero Me App needs to have a demo model for bookkeepers to have access to in order to provide adequate instructions to their clients in how to use it.
1 vote -
duplicate
When posting bills from HubDoc to Xero, they sit in "Awaiting Payment." Xero recently introduced a function to detect duplicate bills, but I found it to be ineffective.
The system fails to identify actual duplicate bills, as it primarily matches invoice numbers. However, invoice numbers can vary due to auto-syncing from HubDoc, making this method unreliable. In most cases, duplicate bills share the same amount and date rather than the invoice number. The matching criteria should prioritize these factors to ensure accuracy in detecting duplicates.1 vote -
map financials to tax return label
Currently, when mapping the chart of accounts from your financial statements in Xero Blue to the tax return labels in XPM, you can only map to labels in the business schedule section of the return.
This means that accounts relating to other tax labels, such as rental property schedules, or other deductions, must be noted as "do not import", and then entered manually.
It would be great if there was the ability to map these accounts, in addition to those relating to the business schedule, as it would lead to further efficiency gains for accountants using Xero's suite of products.
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14 votes -
insights
on the Insights tab, be able to also compare YTD vs prior YTD
1 vote -
freeze cash coding
Hi All,
On cash coding screen, it would be great if there was an option to freeze the heading panels so you dont have to keep scrolling up if you have millions of lines to code. Eg: to uncheck all
Thank you so much.
Jenal
Pullen Holdings (Pty) Ltd t/a CEPS1 vote -
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…22 votes -
Xero Tax UK - Delete or archive draft Partnership returns
Delete or archive draft Partnership returns in Xero Tax UK - if a draft is created in error it just stays on the dashboard, eventually showing as overdue and clogging up the dashboard's useful information. If full deletion is not an option, for audit purposes, then I'd like to at least be able to archive it and remove it from my dashboard view.
1 vote -
Detailed statutory accounts
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
2 votes -
UK Tax - Settings for MTD connection error messages
It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.
1 vote -
UK Tax | Jobs - Automatically link tax return created from a job
When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ
1 vote -
Practice Manager | Jobs - Search for client when creating a job
When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.
1 vote -
Practice Manager | Jobs - Warning when completing/closing job with active tax return
Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing
1 vote -
New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
4 votes -
New staff Experience - Assign organisation user permissions within Practice tools
In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)
3 votes -
Re-order report columns and rows using cut & paste
Instead of dragging rows and columns (which takes forever when you have long reports), can you implement a cut and paste instead?
1 vote
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