1466 results found
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Xero Tax (UK) | Add table for share capital note
Include a table showing the share capital issued.
2 votes -
Xero Tax (UK) | Add table for operating profit note
Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.
2 votes -
Xero HQ - Bulk set and edit client lock dates
It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.
1 vote -
balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
2 votes -
Improved accessibility - Updated text flags for icons
Update the text flags for the reconciled/completed (etc) flags in workpapers so that they change if an item is marked as complete or not (i.e. the wording changes from Not Completed to Completed once flagged). This would assist staff who are colour blind or have other vision impairments that mean that they can't see the coloured flags but instead could hover over the icon to see if an items was completed or not.
1 vote -
XPM - Matching client and export codes
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
3 votes -
Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
3 votes -
Practice Manager - Timesheet report for leave
Would be great if we could run a report detailing which staff have taken leave (annual, personal) during the period to confirm it agrees to leave entered in Xero Me.
2 votesHi Sally, it looks like you're based in AU in which case the Leave requests report might be of help to you here. It'll show you the start and end dates, as well as units and dollar amount. It can be run for all, or specific employees for the period.
I see you've started this idea under Practice Manager so let me know if there's something I might be missing in your idea, here.
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BAS - Make Finalise BAS the default option
It's great that there is now the option to finalise and create a bill on a BAS...however that is not the default choice for Tax & BAS Agents so it would be nice if the big button was to FINALISE the BAS and the small button with the option to create the bill. Leave it as default in the linked to ATO BAS (lodge and create bill) but for BAS that aren't being lodged in Xero directly it's not helpful.
6 votes -
AU Tax show non refundable tax offsets on estimate
Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.
2 votes -
Xero Certification QPU Information
It would be handy if we could access a report to see which staff are completing the Quarterly Product Updates and Knowledge Checks
1 vote -
Pre populate contact details Trust and Company Returns (Xero Sign)
As with Individual returns and Activity Statements, the contact name and email address are automatically populated when you press request signature. For some reason, Company, Trust, and Pship returns have to be manually entered. Besides the time, it opens up the risk of an incorrect address being entered. Please fix this small but meaningful step.
1 vote -
Practice Manager | Permissions - Staff ability to view billing client
We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.
We would like the Access Financial data tab broken up to enable staff to see the billing client.
4 votes -
Copy Standard Reports to Custom Reports & allow them to be edited/shared.
Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.
2 votes -
Payments- Fx rates
To have the Xero Fx rate populate automatically, show up as a suggestion, or be able to be selected via drop-down list within the Payments screen when Fx is involved. Currently you have to open a new tab, go to settings/currency, enter you date and then copy/paste the Fx rate.
1 vote -
Default tax codes
It would be great if Xero AI was smart enough to recognize, or have the ability to set settings, so that if a location is added to a transaction, the default tax code for that region will populate based on whether it is a sale/purchase. But also have the ability to edit the tax code if for some reason you need to
1 vote -
Workpapers - Attach Document to Query
Ability to attach a document to a specific query on the accountant end.
Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.2 votes -
Hubdoc - Supplier link to add payment details
When you use the cog in Hubdoc to update supplier information e.g. payment terms it use to being up the supplier, but it has recently stopped doing this. Now you have to search for the supplier to update and this takes time and is frustrating, especially as you use to be able to do this. Please put back this facility.
1 vote -
NZ Tax - Ability to search tax transfers by From and To client
Currently the search only looks for Recipient name.
Would be good to have an explanatory note to that effect in the Transfers tab.Further, and even better would be ability to search the From names as well.
2 votes -
hiding partners information from staff
copy the functionality of access Handisoft to be able to hide details of partners and their own entities from staff in XPM. They can see TFN for example. In Handisoft they can'r even see an address much less who in in the partners private group.
2 votes
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