1464 results found
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Xero HQ - Mark months as Reconciled for each client
It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!
2 votes -
Reports - Add additional filters on WIP report
Additional WIP filter functions.
Extract a WIP report base on value i.e. > $1,000, 90 days etc.
1 vote -
Reports - WIP report with one value per group
Simple WIP report - 1 value per group (not broken down by job or individual client). Just a quick snap shot.
Easy!
2 votes -
Practice Manager | Staff Permissions - Security Groups
It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.
This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.
9 votes -
Xero Tax (AU) - Map accounts to more than one field on the tax return
Mapping - Xero Tax (AU) - Ability to map accounts to more than one field on the tax return.
ie Wages are included at P8 as a business expense but also needs to be reported at P15.
It needs to be manually entered at P15, this should be automatically mapped.2 votes -
AU Tax - Taxable Payments Annual Report
It would be very helpful if there was a way to produce a Taxable Payments Annual Report via Xero Tax. I have a couple of clients that are a large construction company, that uses SAP for its accounting. This is not SBR enabled, and does not produce a .tpar file in the format required for lodgement with the ATO. Currently they provide an excel, which has to be transcribed onto the ATO portal. It would be great if we could upload a csv to produce the necessary report and lodge via Xero Tax, and save us significant time.
7 votes -
Practice Manager - Custom fields that allow document uploading
Create custom fields that allow document uploading.
2 votes -
Xero Tax (UK) | Ability to bring across more than 30 Fixed Assets
Xero Tax (UK) Ability to bring across more than 30 Fixed Assets.
I am really disappointed to find that after entering the Fixed Asset details into the register, Xero Tax only brings across 30. Can this be looked at as manual entry could be time consuming!5 votes -
XPM - Change the automatic due date when creating a job
Set a default Due Date when creating jobs that is not 'today'.
7 votes -
Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
11 votes -
Personal Tax (UK) | Tick boxes to show which sections have been completed
Have the option to have a tick box to show a section as completed, as if you have to leave a return part completed and then return to it, (which could be nearly 2 months later) as you have requested additional information, you have to go through it all again to check what you have done whereas a tick box would show which has been done and save you some time.
3 votesThank you for raising this idea, Ruth. Our Product team can definitely see the benefits of adding support for this. As you will know personal tax has some permanent schedules (Client details, Attachments etc). Would you only expect to have the completed tracking against the schedules that are added or the permanent schedules as well?
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Xero tax (UK) | Balance sheet tagging
I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?
1 vote -
Xero HQ Ask - Option to attach Xero reports without downloading it first
Would be great if on the 'Ask' Tab when you've loaded the search query and picked the finical period in question you could attached the TB or other reports within Xero with out having download first and attach it.
It would also mean you could do serval clients in one sitting rather than one at a time, which an email would be quicker for.2 votes -
AU Tax - Sort dividends alphabetically in the return
The dividends are not sorted alphabetically in the return, although they are sorted in the prefill. Can we have the ability to sort fields included in the individual tax return worksheets, such as Item 11 Dividends, Item D5 Other work Expenses, and other similar fields.
This will make it easier to check and compare, and it looks much more professional.17 votes -
Workpapers - Link prepaid Borrowing costs from the Balance sheet to the Borrowing Costs workpaper
Wouldn't it be great to be able to link the Prepaid Borrowing Costs from the Balance sheet to the Borrowing Costs working paper and have a journal entry that filters through to Xero for the annual write off amount. This is a such a simple thing that would once again save time when it comes to processing.
3 votes -
Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
15 votes -
Practice Manager - "All" tab on tax payments screen
It would be useful if the Tax Payments screen in Xero Practice Manager had an "all" tab, where you could see all tax payments due (for a certain date). This is useful if you don't know what stage a certain letter is at.
2 votes -
Xero HQ Ask - Client portal to see all queries on multiple entities
A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.
1 vote -
AU Tax - Beneficiary Title to include King's Counsel option
The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.
1 vote -
XPM - Users to view their own timesheets under Business Menu without having visibility of other users
Request ability for individual users to view their own time recorded under Business Menu without having visibility of all other practice users. There are custom reports you can build to report on time recording but the problem is you can't easily see the total time recorded per day for each staff member for the previous or current week, to check for any gaps. It's not ideal for monitoring time recording, whereas the view under Timesheets in the Business menu is much easier to see at a glance if any days are blank or short in time. However, it is not…
2 votes
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