1385 results found
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VAT Late claims report
I would like a report that can be run at year end that shows you all the late claims for that year submitted in future VAT returns as at the moment you need to go into each VAT return to see this information and it's time consuming.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Fixed Asset Register - Tracking Catergories
On the Fixed Asset Register can there be a column for showing Tracking Catergories?
We deal with clients in the Hospitality Industry and a portion of them operate multiple sites.
It would be handy to have an option in the Fixed Asset Register so we can quickly identify which assets belong to Pub A, Pub B, Pub C etc.
The inclusion of a filter to only show the Fixed Assets of a particular site would also be a huge benefit.
We know that the Register can be exported to Excel which will show the Tracking Catergories but something within Xero…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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SMS Option for Sending BAS for Signing
We'd love to be able to have the option to send an SMS to a client for BAS signing
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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card surcharge description
Have recently had a client complain that the card processing description says 'credit card processing fee' however the client paid with debit card and therefore doesn't think they should have been charged processing fee. This terminology needs to be updated to 'card processing fee' for more transparency.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Client accoutn reference to be avaliable on client screen and a record that can be searched for
On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Client reference number to show on client screen and be a searchable item
On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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A way to write off WIP without it affecting the staff that have put time to the job
We have a few jobs in the system for a client that was very complex and we have since disengaged. We want to write off all of the time but we do not want any team member to have their write ons/offs affected by these jobs, as the nature of them was incredibly complex and this was due to the way the client prepared and sent the information to us, and not the fault of any of our team members.
Xero support has advised that there is no way to write off WIP without it affecting the staff that have…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Repeating Customer Prepayments
The ability to set up a repeating customer prepayment. We have customers who pay on account every month. We then create an invoice at the end of a billing period (Quarterly, annually etc) and then use their prepayments against the invoice. It would be useful to automate the prepayment creation so that we can reconcile the payment made by the customer to their prepayment. Creating the multiple prepayment forms every single month for all of our clients is tedious.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero HQ - Clients
Clients on HQ
It would be the perfect place to add all your clients, but I would recommend adding more Reporting fields like year ends, ID or company registration number, tax numbers, date of registration. And the Authorised shares a company have and the issued amount without adding the client to HQ.If all of this are there, please advise because we want to move our entire client information base to Xero to be viewed in one place.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero HQ - Client
Clients on HQ
It would be the perfect place to add all your clients, but I would recommend adding more Reporting fields like year ends, ID or company registration number, tax numbers, date of registration. And the Authorised shares a company have and the issued amount without adding the client to HQ.If all of this are there, please advise because we want to move our entire client information base to Xero to be viewed in one place.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Cancel button on cash coding
Add cancel button to Save & Reconcile on cash coding
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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cancellation date of subscription
Provide a cancellation date on cancelled subscriptions. Just like it currently has "The organisation '' was originally created [DATE], it would be great to also have "The organisation '' was cancelled on [DATE].
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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AU Tax - Partnerships and trusts worksheet needs to include managed fund amounts
I have many clients with distributions from 'family trusts' as well as managed funds.
In an individual return the details are entered or prefilled as required, but the worksheet for Item 13 Partnerships and Trusts doesn't include managed fund distribution amounts. This leads to much confusion when clients see the worksheet at Item 13 and the amounts don't match. In this case the worksheet for Item 13 needed to be added to a separate managed fund worksheet six page later - and this was a simple return.
The worksheet at each question should show the amounts totalling the amounts reported.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Salutation
View salutation or an alternate name field
As many clients are addressed by a different name other than their legal/birth name, it would be helpful to be able to view their salutation, or an alternate name, in the contact section of the client, without having to go into the contact to see this information.3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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GST Return
GST return - Finalised button is GREEN and so is the Filed button.
It's really easy to miss if it didn't go through to IRD, they are both Green and start with F and when you are doing 40 odd it's all a bit routine.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Staff allocation and milestones at the task level of jobs in XPM
We have certain clients who are set up under a monthly retainer with all included tasks (scope) under the one job. We need a way to allocate and set milestones or due dates for certain staff at the task level of these jobs.
The current milestones which can be implemented after a job template is in use has limited functionality as you can only set due dates from the start of the "job" not for each task as due. If the "job" is not established all on the same date then the milestone dates will not be accurate across the…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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organisation
Hi everyone,
For those of us managing multiple clients, the “Change Organisation” dropdown menu only showing 5 organisations can be a bit limiting.
I know there’s a search option, but it would really help if the dropdown itself displayed at least 10 organisations by default (or even allowed us to set a preference). There’s plenty of space in the menu, and having more organisations visible would save time scrolling or typing every time we switch.
If this would make your workflow smoother too, please give this suggestion a vote so Xero can see the demand.
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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CGT Discount method does not apply for assets owned exactly 1 year
Has anyone else experienced this in Xero Tax? Where you have an asset that is sold exactly 12 months after it was purchased, Xero Tax believes that you can use the CGT Discount Method. However the legislation indicatess that the asset must be owned for at least 1 year and 1 day before it becomes eligible to use the CGT Discount method.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Hubdoc - Import invoice in foreign currency
It would be great to be able to create and publish an invoice from Hubdoc and automatically add a new currency within Xero. This would increase efficiency and save from having to set up manually
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Practice Manager - Onboarding checklist for clients
It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client
4 votesThanks for sharing this idea about the onboarding for new clients.
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