1344 results found
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Practice - Ability to anonymize Staff login
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
3 votes -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
2 votes -
Xero Tax (UK) | Notes on sole trader accounts
Enable notes on sole trader accounts
2 votes -
Workpapers - Show tracking in GST(NZ)
It would be fantastic if the GST return workpapers could also include tracking, especially if we're tracking more than 1 item.
1 vote -
XPM - Edit Job State field from a report
Make the Job 'State' an editable field when running report.
It would be helpful to have the ability to update the Job 'State' from a report.5 votes -
Hubdoc - Warning when drag & dropping folders
I find it very easy to accidentally drag and drop folders into another folder in the documents list and then it's gone before you even notice which folder it was or which folder it got dropped into. Please please please add a pop-up query when a folder is dropped into another folder - "do you really want to do this?"
3 votes -
ooa email
Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.
2 votesHi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
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AU Tax - Update Contact default to Tax agent/Practice name
For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…
6 votes -
XPM | Clients - Ability to see notes at group level
It would be incredibly helpful for us to be able to view the notes on a profile when you view it at group level.
Currently we don’t use this feature because when a note applies to a whole group (which it often does), how do you know what entity or individual within the group to record the note against.
Creating the view to see all notes for a group it won’t matter so much where the employee decided to leave that note.
2 votes -
Xero Tax (UK) | Add table for share capital note
Include a table showing the share capital issued.
6 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 -
Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
3 votes -
Workpapers - Update 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.
4 votes -
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.
7 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 -
Practice - 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
2 votes -
Xero Sign | AU Tax - Pre populate contact details for Trust and Company Returns
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
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