1184 results found
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Change the term in the Borrowing Costs/Amortisation workpaper
The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.
1 vote -
bank feed form status
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
1 vote -
list payment amounts and dates on receivable invoice summary report
list payment amounts and dates on receivable invoice summary report
1 vote -
List all partial payments (amounts and date of each payment) when printing a pdf copy of invoices.
List all partial payments (amounts and date of each payment) when printing a pdf copy of invoices.
1 vote -
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return.
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return. Currently, it will pull the amounts without the sales tax (created when you match a transaction/enter an invoice using tax on purchases amounts) into the report, which is under-reporting the amount for the Schedule C tax deductions.
The current work-around is to pull the transaction reports for each account and use the Gross amount from those reports in Excel to link back to the Schedule C report.
1 vote -
insert field in draft advisor financials
I refer to CX0012274327
For blue xero advisor reports, fields are added via templates in advisor via Xero HQ (or formerly MY XERO) REPORT TEMPLATEhowever, when we generate the advisor report in a client's blue xero, sometimes the field (like CURRENT DATE) doesn't update. The annoying thing we have to do, is delete the entire page, and re-add the page again just so the date field is there and can be used for subsequent years.
Can you please allow users to add fields inside the blue xero advisor report? We don't want to have to manually fix the date…
1 vote -
Automatic expense and revenue recognition based on invoice date span information
Manually moving expenses to P&l from prepayment assets for bills for services that span financial years is a pain. Why not allow me to allocate an invoice to a time span when it arrives, then get Xero to automatically release it from prepayments to the P&l without any further intervention from the user.
Could do the same thing on invoices I raise for eg. A subscription for the year ahead. Automatically release revenue to the P&l month by month based on date span information contained in the invoice.
1 vote -
AU Tax - print return with option to exlude table items from worksheets
AU Tax - print return with option to exlude table items from worksheets
Update from Xero function in Xero Tax imports all ledger items into the worksheets in the financial disclosure section which looks untidy and provides too much information when presenting to the client. A good option would be if we could summarise these items in the worksheets, which would be far more presentable.
1 vote -
Rules and the Reconciliation Screen
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
1 vote -
Xero Tax (UK) | Prepare sole trader accounts on cash basis
Ability to create sole trader accounts on the cash basis to pull through to tax returns.
1 vote -
tax
Tax return audit check should include whether new keypoints 34-38 have been completed
1 vote -
Client bank details
Could Xero just show an asterisk with the last 4 digits of a client's bank details on the cover and declarations section to protect this information ?*xxxx
If the client wants to check that all other information is correct, they can contact us, but no other person accessing the tax return (bank/financier etc) will be able to see the full bank details.
3 votes -
History and Notes Time Range Search Field
In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.
Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.
So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.
In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!
1 vote -
NZ Tax return - refresh refund bank account from IRD data
Provide the ability to import/refresh the clients refund bank account number held with IRD into the Tax Return. Currently seems like we are having to manually enter it on the tax return. MYOB has this functionality and it's great, saves time and typos.
1 vote -
Xero Tax (UK) | Corporation Tax Payment Details Summary
Our existing tax software has a summary page that is automatically generated and goes alongside the CT600 that includes the payment amount, due date, bank details to use and payment reference. I.e. a perfect 1 page summary to give to the client so they know what to pay.
It would be great if Xero Tax could incorporate this into their solution so that the payment details don't have to be sent to the client separately.1 vote -
Files - Bulk download
Xero Files uploaded - I would like to suggest to have a bulk download/ Download all selection instead of downloading it one by one as of now. I strongly recommend if Xero team can add another bulk download function.
It can helps speeding up and save time.
Thank you !
5 votes -
Basic tax calculator/estimate
A quick individual tax calculator - just requires taxable income and PAYG to be entered - and the tax, offsets and medicare is auto calculated. Tick box for resident, tax free threshold and private health.
Handisoft has a tax calculator that does this - the estimated tax is calculated in 10 seconds. Much better and quicker than the ATO's calculators (and the ATO doesn't do current year - only prior).
1 vote -
Predictive Text in manual journals
Can we get predictive text in manual journals for words already used within the journal we are working on
1 vote -
Connected Xero organsiation
I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).
1 vote -
Option to remove the "Date" in Footer of Advisor Published Reports
Can you please update Advisor Published Reports to have the option to not print the date in the footer.
Very annoying that Xero makes changes without providing an option (tick box) to not show dates in the footer of our final product to the client (Financial Statement templates) and are now forced to just live with this enhancement we did not want. Fine to be printed on other reports.
56 votes
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