1184 results found
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Xero HQ | Subscription - Ability to import client codes for billing
It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which…
10 votes -
Xero Sign: Option to save completed returns to google drive
Integration with google drive to have signed returns saved to Google Drive and not just Dropbox
2 votes -
XPM: Move invoices from one job to another
I have two situations where the billing in the financial part of the system was being charged by staff rate instead of by task rate. I am not sure why this occurred - possibly human error. So I created new jobs and tried to move the paid progress invoices to the new jobs but it isn't possible. Is there any way that we can move invoices in XPM from one job to another?
4 votes -
Practice Manager | Report Builder - 12 month option in Monthly Summary reports
In XPM Report Builder, for "Monthly Summary" report types, there needs to be an option added for 12 months of data to report.
This would allow a full financial year's worth of data to be summarised monthly where required.
7 votes -
Xero HQ | Reporting - Bank feeds per client
A report showing which clients are using which bank feeds.
This would allow easy updates to client and internally when we become aware of a bank feed causing duplications or other errors.3 votes -
Reports: Show organisation logo in reports
There must be an option to include the clients logo on any reports that we pull from Xero. Hereby making reports look much better.
7 votes -
XPM: Include note title in new note notification
Using notifications are a great way to communicate on a job and keeping the history of the same. One frustration I have is when a new note is created I get a notification to tell me a new note has been added but I do not know what the subject of the new notification is from my on screen notification. This can be a problem as some notifications take only a few moments of my time whilst others require me to set aside a substantial amount of time, but I cant tell which it is from the on screen notification.…
1 vote -
Xero Sign: Remember previous contact details
Xero Sign Address book or similar
Would be great if Xero sign had some form of memory or address book for people who had previously signed, rather than having to input the details each time.
Whether is was linked to practice manager or just within Xero sign, it would save time having to look up client email addresses, and possible typos in names/emails!
2 votes -
Xero Tax(AU) | Reporting - Client Tax return month and status criteria
Dear Support, it would be very handy to have a report so that we can ascertain the status of a clients AS. I know that there is the visual on the status bar. But if you do not have the AS an automated process, for workflow purposes, it would be good to know that is a client is scheduled to has an AS completed, that in fact, this has been completed in the workflow. Additionally for tax returns, a report that reads the status of the return, either commence in progress, not started etc. The ato reports only gives a…
3 votes -
NZ Tax - Set default payment letter templates for clients
We, as a tax agent, would find it extremely useful if we could set a default payment letter template for each client - maybe have a selection option on the client page. Then when we send out bulk payment letters we know they are going to receive the correct details each time.
1 vote -
Xero Tax (UK) | Automatic calculation of farmers averaging adjustment
Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.
42 votesHi everyone, as Charlotte has mentioned below, this is not a feature we are currently planning to introduce due to other commitments. However, we will continue to monitor this ticket.
In the meantime, as a workaround, the adjustment can be manually entered in both the self employment and partnership schedule.
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CA Tax - Separate accounts for GST & PST
I would like to see GST and PST in separate accounts not lumped into one account.
5 votes -
Personal Tax (UK) | Add ability to track capital allowances
In personal tax there appears to be no provision to enter capital allowance for self employment in the form of a schedule which personal tax can keep year to year. This would help when writing down existing assets as well as adding and claiming for new assets differentiating the assets between main pool/special rate pool and assets with a personal use element to enter the percentage to apply.
15 votesHi everyone, Xero is committed to supporting the tracking of capital allowances claimed on capital expenditure. We understand how this will save with partners and remove manual tracking of written down allowances. At the moment we don't have confirmed date when this will be picked up, but as soon as we do we will let you know here.
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Workpapers | Equity - Current year P&L reserve
It would be great if the equity workpaper allowed for current year P&L reserve. This allows you to double check once the dividends are posted that the Equity section is not negative.
1 vote -
Workpapers | Analytical review P&L worksheet - Ability to add annotate line items
It would be good to have a discussion or description section against each line item in the Analytical review workpaper. Allowing for "oddities" to be cleared. Making the review process easier.
16 votes -
AU Payroll: Filter superannuation payments screen
Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.
7 votes -
Document Packs - Archive once Completed
It would be great if Document Packs could be archived once completed.
12 votes -
Xero Tax (UK) | CT600 - Amend with HMRC with NO accounts to be attached
With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?
4 votes -
Practice Manager | Add Non-Clients for use in a Relationship
In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.
We do not want to add these instances as full clients with us because it will…
20 votes -
Clients - Add "Other Name" as a viewable column
Regarding the newly added "Other Name" for individuals and sole traders the following:
Please add this field as a column on the screen that lists all the clients.
The reason why we are urgently asking for this is that we only use Initials + Last Names in the display name (as this works better on reports and invoices) and we have multiple individuals with the same last name (even with the same initials). If the "other name" is shown on this screen, it would make it so much easier to select the correct client to work with.
Please see the…1 vote
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