1345 results found
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XPM - Report that shows clients and their income/turnover
We are in the process of organizing our client list for Audit Shield and like many other accounting firms we need to assign our clients a Turnover category. Currently Xero informs me there is no report I can run that will list the clients and their turnover for me to easily identify which category to assign to the client for audit purposes.
A report that shows the client, their income/turnover and the possibility to group and total buy the Client Group would be amazing and save so much unnecessary admin time.
3 votes -
Reports - Reinstate Combined Departmental report in new P&L
The old version of profit & loss will retire in 31 July. However, the departmental combination report is really helpful. As per attachment, it compares the performance of each department on one page. It is much easier to use and review the performance. Currently, no other report has the same function.
The new version of p&l also has the function to filter the p&l for each department. However, there is no combination report as the old version.
It would be really helpful to have a combined departmental report as the old version of p&l.
4 votes -
Hubdoc - Subfolders
It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.
1 vote -
Xero HQ - View connected apps by client
Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.
44 votesAppreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
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HubDoc / Dropbox Intergration - Business Accounts
Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.
1 vote -
Xero Tax(AU) - Tab for Returned
Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?
19 votes -
XPM | Job Manager - Search by Job Name
The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?
2 votes -
Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'
It doesn't make sense that these are part of the same privilege checkbox.
Marking something as Approved is something that a senior person (manager/partner) is responsible for.
Marking something as Out to Sign is something that an administration person is responsible for.
Options are:
Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…28 votes -
Workpapers - Enable use for non-Xero clients
For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.
13 votes -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.13 votes -
Hubdoc - Quick view of outstanding receipts
Simplified view of outstanding receipts that need to be processed to the accounting software ie numbers reflected in the top tabs.
Currently it is hard to get a quick view of what needs to be accomplished in hubdoc and what has already been done.2 votes -
Xero HQ - Alphabetise client list in Xero staff
At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…6 votes -
NZ Tax - Add filter to 'Notices that are different'
Add filter to 'Notices that are different' in XPM dashboard so we can filter by office (Auckland, Wellington, Christchurch)
1 vote -
Practice Manager | Xero integration - Identify job number within invoices
When pulling invoices through from Xero to XPM (i.e. to report on fees v.s. costs/budget), it would be much more beneficial if XPM could locate its Job Reference Number within the line item description of an invoice, rather than just the invoice reference field.
This would mean multiple XPM jobs could be referenced on the same invoice (e.g. 001 Payroll, 002 Accounts, 003 Bookkeeping), as well as mitigating for firms like ours where we also bill other non-relevant monthly services (e.g. HR, Legal services etc.) on the same monthly invoice to a client.
Thanks!
4 votes -
Xero HQ - Report on all client automatic superannuation batches
A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates
13 votes -
Report templates - Option to include report fields for Net Profit before & after tax
Report Fields
Would be nice to be able to auto populate the net profit into new reports as older report packs did.The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?
7 votes -
Xero Tax (UK) | Add more tagging options to the balance sheet
In Xero tax , There should be separate and separate tagging/ mapping for Net wages, Director's Loan accounts, Pension liability , PAYE liability etc. instead of common tagging/Mapping as "other creditors".
Because Reader/Practitioner may face difficulties to identify figurs in accounts reports. If Xero team provides tagging options more specific to Balance sheet items it will improve quality of Accounts report generated by Xero Tax.9 votes -
Hubdoc | Add new contact - Details to populate from the invoice
When creating a new contact in Hubdoc for Xero, it would be great if there was an option to add the contact details (address, phone, email, tax ID, bank details, etc) right then. Hubdoc could read the information from the invoice and populate it on the spot rather than my having to remember who I added on the fly, go find the information again, and then manually type it all in myself.
3 votes -
Xero tax (AU) - Foreign Rental Schedule Capital allowance and Capital works Asset worksheets
Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns
34 votes -
AU Tax | SMSF Returns - Import from BGL/Class
Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet
2 votes
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