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1464 results found

  1. Support for Century Gothic font please when creating custom pdf invoice templates in MS Word. Thank you.

    1 vote

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  2. General ledger detail and Accounts transaction report - Have the ability to view attachments to invoices/transactions in the same way you can when viewing the VAT return reports.

    1 vote

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  3. A flag which shows when the profit & loss figure plus brought forward retained earnings does not add up to the retained earnings on the reports. This is usually due to a mapping issue where a figure is causing a transposition error. It only seems to flag if you opt to include a statement of changes to equity. Seems like there should be a more obvious flag for this issue to ensure it is not missed.

    Also perhaps a reconciliation between the profit & loss figure in the company accounts versus the Xero business, appreciate this is likely to be…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  4. When making exchange rate transfer, Wise wraps the bank fee in the balance. It then requires manual input to add the bank fee in Xero.

    Is there no way to have Wise split the transaction and show the bank fee separately?

    e.g.

    A client wants 100 EUR in WISE EUR account, with Wise taking a fee of 50p on the transaction
    The exchange rate is such that 100 EUR is £97.30

    Currently Wise would add the fee there would be one transaction in Xero of £97.80 Converts to 100 EUR
    If this was presented as two transactions:
    £97.30 converts to…

    1 vote

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  5. It would be good to be able to filter the Tax Home Page by Not-lodged/Not-Filed.

    We can view the Filed on one tab, but to see ALL Not-Yet-Filed returns we need to go between Draft, Completed, Approved, To sign & To file tabs.
    In the All tab it includes Filed. There is no way of removing the Filed from this tab.
    It would be great to be able to see all outstanding returns in one place without seeing ones already completed.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. The ability to filter by "Org access" in Xero HQ to show only the Xero files a staff member has access to, and exclude clients they only have Xero HQ Edit rights for.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  7. Would be great to be able to customise reports generated through XPM so when generated it pulls through with the company logo, font preference and formatting instead of the generic format OR exporting to CSV and having to edit this every single time.

    2 votes

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  8. Would it be possible to have a report that shows the bank transactions and the bill/invoices that it was reconciled with? It's time consuming to check transactions one by one just to find a transaction that was incorrectly reconciled. Please see below example for your reference.

    2 votes

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  9. Report to print Multiple Payslips and sort by Employment Type eg. Casuals, and Pay Period.

    2 votes

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  10. 1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  11. Payroll report to show employer total costs per employee

    1 vote

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  12. It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually

    1 vote

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  13. New to be able to run a report to show checks paid out each month, sortable by each bank account. Date - Payee - Check Number - Transaction Amount - Status (Reconciled / Unreconciled), Total dollar amount of checks written for the month, as well as total dollar amount of checks unreconciled for the month. It would be nice to have the voided checks fall to the bottom as well. I have attached a copy of one I make in excel every month since Xero doesn't have this report.

    1 vote

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  14. Partner Status - recently we handed over some Xero subscriptions to our clients to pay directly. Instead of gaining extra points for our Xero status, our points have gone down. I'd like to be able to see under each partner points section a dropdown menu of the client names and points per client. This will also help me keep on top of our Xero recharges in case a client moves from one tier to another.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  15. AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED

    It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  16. Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  17. Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.

    2 votes

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  18. To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

    1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

    A. Using a Third-Party Integration App
    Search for ZATCA-Compliance Apps:

    Go to Xero Marketplace and…

    1 vote

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  19. Please fix the amount of time it takes for returns to move from "submitted" to "filed"

    4 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  20. If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.

    3 votes

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