1464 results found
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XPM - Export Estimated Billing Details and WIP via API
Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.
We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.
This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.
5 votes -
Xero Tax (UK) | Ability to choose rounding accounts
It would be really useful to be able to apply rounding adjustment (similar to those on the SOCE) for items in the accounts, but done on the face of the accounts. For example a use of home allowance will be a journaled amount each year, usually the same year on year. On a large number of accounts that i have produced recently this is rounded up one year and then rounded down the next year. This makes the accounts look messy and no amount of journaling the figures on the trial balance (which wastes significant time) will get this to…
2 votes -
Reporting - report to determine royalties that are due on some products that are sold.
We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold.
6 votes -
Reporting - List invoices and Bills separately
When I go into Customers and drill down, I like to be able to see the layout that invoices and bills are shown separately and I can select which one I want to view. This will no longer be the case with the new report formats. Is there any conversation that this could be requested? Thank you
1 vote -
AU Tax - Notice of Assessment placeholder for the applicable tax return year
A placeholder for the applicable tax return year that can be inserted into the NOA email template would make it easy for clients to know which year the email relates to.
1 vote -
XPM - Edit 'to-do' list items
If you currently want to edit a line on the to do list you have to create a new line and enter the data, than delete the previous item.
It would be great if we could have an edit function on the to do list so we did have to add the extra step of recreation2 votes -
NZ Tax - Create AIM return on a cash basis
The ability to file AIM returns on a cash basis is important for clients for cash flow purposes. Some clients deal with large invoices that don't get paid out within the same period they are issued. This can inflate their tax figure for the period and strain their cash flow until they get paid.
1 vote -
Invoicing - Design custom invoices
More advanced invoice design
This is to assist the customer receiving a Xero invoice... Xero invoices from multiple suppliers are beginning to look very uniform, which causes difficulty in differentiating when customers receive in paper format. Perhaps the option to change the background colour, or upload a watermark design rather than just the ability to add the logo, change the font etc.13 votes -
6 votes
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NZ Tax - Alter Date format below payment schedule
when there is interest to pay and a date to calculate to is selected the wording comes up as - Assuming the return is assessed on 30/June/2023. This format should be either 30/6/2023
or 30 June 20234 votes -
Reporting - Seperate Expenses on Profit & Loss
Separate the INCOME TAX EXPENSE from the normal operating expenses in the Profit & Loss Statement. for example:
- Net Profit Before Tax
- INCOME TAX EXPENSE
- Net Profit After Tax
This is the basics of accounting apps.80 votes -
XPM Custom Reports - Bulk select new fields to add
It would be handy to be able to select (and deselect) in bulk when adding fields to a custom report. Currently, you can only select one item at a time from a dropdown list. It becomes very confusing when adding multiple fields, particularly when you have to keep scrolling down to find the field that you need. Also, it is difficult to determine which fields have been added etc.
it would be useful to have checkbox function to select and deselect the required fields.2 votes -
XPM - Add unique client ID (such as the Export Code) to Client Relationships Report
Client Relationships Report
Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.1 vote -
XPM - Assurance Dashboard and User Activity
Assurance dashboard and user activity in XPM.
I need to know data security of my clients on my database in XPM if details have been archived , moved or altered in ANY way I need to know who it was that was in the file.
4 votes -
Xero Practice manager - contacts
Client Contacts - Option to Link to a Client Record + Data Synchronisation
2 votesHey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
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XPM - Filter deleted clients
It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.
5 votes -
UK Payroll - Set an end date for payroll deductions
I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.
13 votes -
Xero Tax - Archive Draft tax returns
Currently, Xero only lets us archive the returns that are already filed (or are in the filed status).
There are scenarios, when the clients come in to do the tax return- we need more information and client does not respond. We do have an option of suspending the returns- however, these returns will still be left in draft making the draft tax returns list unnecessarily longer.
Xero is not currently allowing us to archive the returns that are in the draft status. Either we have to mark the return as 'filed' before it can be archived or these have to…
10 votes -
Xero HQ ASK - Have one question dependent on answer to another
For example:
Question: Do you have ***? Yes/No
If Yes – add a file attachment
If No – then go to next question(As in MS Forms)
3 votes -
Xero Tax AU- Add 'Notes' feature on individual line items
Xero Tax currently allows adding notes only on the cover page (character limit of 140) and on D1 (motor vehicle expense).
It would be great if we could add explanatory notes (and simple calculations) on each of the line items if need be. I moved from Sage Handisoft to Xero and can't comprehend why such a useful and simple feature is not there in Xero. It would reduce the burden of creating additional workpapers for simple returns and will be handy even for the complex ones.
2 votes
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