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1409 results found

  1. 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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  2. 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.

    8 votes

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  3. 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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  4. 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…

    35 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. 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.

    30 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  9. 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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  10. 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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  11. Generate a report listing each individual client and their average debtor days.

    14 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  12. Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.

    1 vote

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  13. Xero don't currently have specific SMSF fields available to report on in the Report Builder.

    This would be great if made available in the future.

    5 votes

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  14. Good day,

    Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.

    Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.

    These two short comings is creating a huge delay in annual job creation for routine jobs.

    No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you…

    18 votes

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  15. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    16 votes

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  16. Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.

    1 vote

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  17. It should be possible to manually add tax payments made by a client to IRD. This is critical for a tax accountant like myself who is not a registered tax agent and therefore is unable to link and download details from IRD. This facility would make the practice manager more appealing to a wider range of users.

    3 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. As an accountant I use a trial balance for every file I open.
    Can the trial balance be set as a standard report/ automatically added to favourites in the accounting option or each user be able to chose a standard group of favourite reports for all clients - Pain having to go into each new file i access and add to my favourites.

    15 votes

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     ·  5 comments  ·  Admin →
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  19. When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again

    10 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:

    In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.

    So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…

    12 votes

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