1339 results found
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Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
6 votes -
power query trial balance
Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.
3 votes -
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 voteHi Andy, do you know about the separate notes feature in the Contact details rather than History & Notes? You can add notes about your contact that will be displayed on Contact details tab of a Contact record. Appreciate still maybe not as efficient as you'd like ti to be but maybe a little more prominent and save a click 🙂
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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.
5 votes -
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 -
NZ Payroll - Client Insights
Client Insights - column showing if the latest GST return is outstanding for filing
2 votes -
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 -
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 -
UK Tax - Option to not claim capital allowances
There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section
1 vote -
Multicurrency - Cheque/Check Log
We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.
9 votes -
Hubdoc - Attach multiple documents when publishing from Hubdoc
It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.
Thanks!
37 votes -
Fetching bank statements and checks
I’d like to suggest enabling the ability to fetch bank statements and check images directly, especially since Xero already offers a bank feed feature.
QuickBooks Online (QBO) includes this functionality, where statements and checks are automatically retrieved and saved in the file section. It would be helpful to have a similar feature in Xero.
3 votes -
Xero Tax (UK) - Allow accounts to be signed by current directors rather than those in place during the year.
Imagine that the worst has happened and the entire board of directors were eaten by sharks on the first day after the year end.
Currently Xero Tax pulls the list of Directors from Companies House for the year in question, so
while new directors could be appointed, none of them would be selectable to sign the Director's Report or Balance Sheet in Xero Tax. On the other hand we would be able to select Directors to sign the accounts who in this hypothetical situation were busy being fish food.Please change the signatories so it selects from current Directors at…
3 votes -
XPM - Reorder timesheet entries so the most recent is at the top
XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.
2 votes -
Attach documents to journals posted through Xero Workpapers
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
6 votes -
XPM - Manage XPM Client notes using API
We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.
Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.
1 vote -
in report builder have the option to print clients on separate pages
It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.
1 vote -
Batch Payment detail field is too small
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
Xero Practice Manager | iPad - Search job name
When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.
1 vote -
Job Manager - More Info on Dates
In Job Manager, please include the following dates to allow better management of workflow and practice objectives to better service clients:
- Job Received Date (from client) - make this editable, but history of changes is recorded and viewable.
- Job Start Date (when job was started on, or triggered, for recurring ones)
- Job STATE Due Date (for the specific Job States)
- Job FINAL Due Date (eg. based on deadlines or Practice's targets, eg. within 8-12 weeks of receiving the Job)
- Last Actioned Date (this can sit within the Comments/Notes column within Job Manager view, just as so many others have requested***).
2 votes
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