1063 results found
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NZ Tax - Multiple IR833 Forms
At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.
5 votes -
XPM - Link tasks in XPM and item codes in Xero
It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.
Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.
1 vote -
NZ Tax - Add warning on IR4J if 7E and 8D are zero
NZ Tax -New item added Audit Check orange warnings - a check that advises the preparer that IR4J boxes 7E (Total Credits) and 8D (Total Debits) if they are zero and is this correct. This would check that the IR4J has been completed as this is occasionally missed
The audit check button should be available before the return is completed
17 votes -
Give option to switch spend money to receive money and vice versa
Sometimes we enter a receive money as spend money in error. It would be nice if you could "recode" it or toggle it back and forth.
4 votesThanks for sharing in community here, Becky. Is there a reason you're entering the transaction prior to reconciliation? Potentially using the Create option when reconciling the bank account could prevent the transaction being posted as the wrong type of transaction?
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Practice Permissions | Manage Users - Enable practice to remove access to client org
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.
3 votes -
XPM - Today option 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).
4 votes -
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, appreciate the feedback here. Sometimes when developing a feature in Xero teams will offer a feedback box as you noted. This is usually a temporary channel where the teams can take your feedback to consider directly in time with the work they're doing.
There are other channels like Discussions, raising a case with our Xero Support team or sharing through Product Ideas which are always on feedback channels. While our teams in these spaces will do their best to help provide solutions to your needs, feedback you give is also shared back to the appropriate teams and places in Xero to consider in their development.
From the sounds of your idea here around GST, you'd like the message for unreconciled lines to code to only appear if the lines are dated with in the period of the return?
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Report Templates - Ability to add reporting name when creating new account
Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.
1 vote -
BAS - Allow connection where multiple practices connected
Ability to connect to connect to the ATO and lodge activity statements where connected to multiple practices.
We can lodge for clients we hold subscriptions for, but not for clients who self subscribe and grant us access.
Have been advised if you're connected to multiple Xero HQ practices with the same email address and you try to lodge activity statements in Xero with the ATO, you'll get the error message – SBR.GEN.AUTH.006. This is because Xero can't determine which practice you're lodging activity statements in.2 votes -
Sales Tax report with a document date
There should be an option of Payment date and Document date while generating “Sales Tax Report”
1 voteHi Aftab, just to make sure I understand your idea here. When you mention 'document date' would this be the issue date of the invoice or bill, associated to the tax item?
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UK Xero Tax - R&D intensive for period prior to 1st April 23
I see you have recently livened up the functionality for R&D Intensive Companies to claim 14.5% tax credit, but only for accounting periods commencing on or after 1st April 2023. Will you be adding functionality for companies with periods commencing prior to 1st April but ending after 1st April 2023? We have some clients with December 2023 year ends who are R&D intensive and would like to claim the additional relief for expenditure from 1st April 2023.
Thanks
9 votes -
Xero Tax (UK) | Personal - Show Box numbers
Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?
1 vote -
XPM - Add extra columns to All Jobs board
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or…
2 votes -
Hubdoc - Failed tab notification dot
It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?
2 votes -
XPM - Tax return and invoice combined report
XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.
1 vote -
XPM | Permissions - Ability to set as default access to Advisor for all staff
Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.
1 vote -
Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
3 votes -
Hubdoc - Increase upload file size
Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?
2 votes -
User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
4 votes -
XPM - Expose staff billable rates in XPM API
Expose the staff billable rate on the XPM API?
The billable rate for staff timesheets/tasks aren't available for jobs until they are invoiced, and there's no way for integrations with XPM to understand the in-progress cost of a job without getting the staff billable rate... or if there's an override on the job.
1 vote
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