1366 results found
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Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
3 votes -
Xero Sign - Link Signers to existing contacts
Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document
1 vote -
Xero HQ - Add multiple organization to one client record
Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.
5 votes -
Job Manager - Ability to adjust column width
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 ???
2 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes -
XPM - 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.
16 votesThanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
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AU Tax - 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,
10 votes -
Practice Manager - Filter for 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 -
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.
14 votes -
Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
4 votes -
NZ Tax - IR10 Report Code Description
Within the report code descriptions, identifying which IR10 Key Point for NZ tax the report code will feed through to.
E.g.
Non-deductible entertainment will go to "Box/Key Point 24 - Other Expenses" and "Box 28 Tax Adjustments"This will give a little bit more visibility as to where each item will end up, particularly for the balance sheet.
If you can segregate this visibility to NZ only files as well, that would be beneficial for other countries not getting information not relevant for them.
3 votesHi David, thank you for the suggestion to add descriptions identifying the IR10 Key Point will feed through to. We will move this idea to submitted for other users to add their support and comments to.
In the meantime, the IR10 and AIM mapping from Xero to Practice Manager support article is a useful resource which contains information on how the fields are mapped.
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projects
We are a booking agent and collect revenue less costs from venues , I currently use sales invoice to record sales(settlement) and enter costs as a negative amount that are an expense in my project, Project treats the deductions as a reduction in income not an expense, can this be fixed?
2 votesHi Tara, it sounds like you're using invoices as a single source to record all this information? However, I'd recommend looking into Xero Projects where you'll be able to enter bills for your venue expenses and invoices for the income you'll receive from the project.
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Hubdoc - Ability to receipt supplier payments as remittances in Xero
Why can’t we simplify the process of submitting and reconciling remittances from suppliers using a "receive money transaction" in Xero? Currently, when we receive a remittance through Hubdoc, we must manually change it to 'receipt' before submitting it. This creates an invoice draft in Xero, which we end up deleting as it serves no purpose, leaving the remittance stuck in Hubdoc. This process is inefficient and doesn’t make sense. We want to phase out Hubdoc, but it's currently the only place where we can store remittances. Ideally, Hubdoc should communicate directly with Xero, identifying the file as a remittance for…
3 votesThanks for sharing your idea here, Kelly. We don't have any plans for adding the ability to receipt remittances from Hubdoc to Xero in the short term, but we'll gauge the interest from the community in this, here.
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NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds
Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.
49 votes -
Xero HQ - Connect client record when receiving subscription transfer request
Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.
22 votes -
1 vote
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Xero tax: live updates from IRD
In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
A synch button to do this would be helpful and save time from stopping the job until the next day to print/save9 votes -
NZ Tax - Submit a Tax Return Amendment
Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.
12 votes -
NZ Tax - edit bulk email addresses
Please reinstate the ability to edit email addresses under the bulk email function under Tax > Payments. Depending on the type of tax notice, we have to send a tax notice to a staff member and copy in an additional person. It will not allow us to enter in a second email address under the client profile. This is very time consuming if we have to send it out twice and inefficient.
24 votes -
New Zealand Tax - Summarised Consolidated Tax Position
Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position
44 votes
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