1464 results found
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XPM - Option to add prospect relationships
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 -
XPM - SMSF fields in report builder
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 -
Practice Manager | Job Manager - Bulk assign staff via import
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 -
XPM mobile app - Time tracker
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 -
Practice Manager - Edit saved filters
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 -
NZ Tax - Support for adding manual tax payments made outside Xero
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 -
Reporting - Ability to set reports as favourites across all organisations
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.12 votes -
Xero Tax (UK) - Roll forward data to subsequent years filings
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 -
Practice manager - XPM to Xero contact fields
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…
11 votes -
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.
1 vote -
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.
38 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?
18 votes -
XPM | Job Manager - Update dates on Jobs in 'All Jobs' area
I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning
3 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 - 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…2 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.
9 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.12 votes
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