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1464 results found

  1. The Journal report does not show any currency information, it would be very helpful to chow to currency and the debit/ credit source amounts.

    6 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  2. I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.

    90 votes

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  3. Please add in the fixed asset numbers in the new depreciation schedule. The old report had this and it made it very easy to review and reconcile. This feature is very much needed. Thanks

    7 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  4. Enable use for non-Xero clients

    For non-Xero clients, it would be very useful to be able to use Workpapers by importing client trial balances. Kindly update when this feature will be available.

    4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  5. Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.

    11 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Thanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.

    For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.

    We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.

  6. We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.

    2 votes

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  7. Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.

    68 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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  8. I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.

    Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.

    I've attached a sample invoice

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. All other access roles can be done from HQ, except for this one.

    Frustrating when this access has not been given to the staff member (overlooked) and staff member needs to create ABA file and cant.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Practice Manager - Bulk update ITR due dates within tax return

    If we request the income tax client report through Xero, the due dates update in the client detail level, but not in the tax return if they have already been created.
    Being able to bulk update the due dates within the tax return, especially when deferrals are requested and successful with the ATO would be helpful as manually updating them all can be time consuming.

    4 votes

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  12. Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?

    We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.

    3 votes

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  13. If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?

    Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…

    34 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. Report that can generate invoices per JOB manager.
    Currently there is no report that can generate these data in the report builder.

    Report that contains the following data:

    • Invoice Date
    • Invoice No
    • Client
    • Job Number or Job Summary
    • Invoiced Amount (GST exclusive)
    • Job Manager (not the account manager)

    we tried to generate using the data above using the WIP ledger per staff but when we add all of them, it does not equal the report generated through Invoice Report.
    This will be useful when you would like to see how much each staff invoiced per month.

    2 votes

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  15. In Xero Tax, you should be able to change the name format for all directors even if they've been appointed after the Accounts Year End. Currently if you've changed the name format for directors previously from 'SURNAME, Name' to 'Name Surname' when a new director is appointed post year end, they are brought into the company information page with 'SURNAME Name' format and there is no ability to change the format to 'Name Surname' to match the others so you then need to change the other directors to 'SURNAME Name' format to match. The ability to change format is a…

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  16. Add a custom column similar to a custom row into reports.

    This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.

    This currently can't be done in reports.

    24 votes

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     ·  8 comments  ·  Xero HQ  ·  Admin →
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  17. PAYG Instalments Estimates pre-ticked

    The Print PAYG Instalments payable on the individual tax return Estimate page defaults as "No". This needs to be manually turned on, and even if the client has generated instalments it will not appear on the tax return unless manually selected. Preparers and reviewers may miss this. If it was set on as default then it would not be missed.

    29 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  18. Create "to do" lists in tasks, and allowing them to become a template - this would make it so much easier when creating jobs - gives staff a tick off for each task if required.

    Would be so much easier than currently doing it through a Job Level and having to create tasks with "To Do' lists individually.

    4 votes

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  19. The format of the 2023 IR 3 return does not appear to allow for a nil amount of FIF income. When nil is entered (which will be the case when the CV method produces loss), an error arises. The disclosure of FIF income (even if nil) may be important for statute barring purposes and will also avoid subsequent queries from IR (once exchange on information between countries lands on IR desks) on why a taxpayer may not disclosed offshore dividend income (where those dividends arose from FIF investments). The suggested fix of amending or notifying through MyIR seems to defeat…

    11 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  20. Generate a report listing each individual client and their average debtor days.

    13 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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