1356 results found
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Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
29 votes -
AU Tax - Return Lodgment report
to run a report that pulls the History of tax returns into it, including:
1. Staff member who prepared the return, and date prepared.
2. Staff member who lodged the return, and date lodged
Currently if we run the report builder, it only can show account manager's name, it doesn't seem to have the option to show lodgment person's name.7 votes -
Practice Manager | Invoicing - Ability to code based on job
When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?
1 vote -
Xero Tax - Add support for swiss tax
I have an international client who has just switched to Xero but their main business is in Switzerland (complicated tax rules). Can Xero provide add an add-on to Swiss Xero users to comply with the tax rules there.
3 votes -
Practice Man ager | Timer - Turn into separate modal to use independently
It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.
3 votes -
User Roles - Individual permission to Xero Sign
I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.
1 vote -
Xero HQ | Clients - View clients that need to file GST
Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.
You cant even generate a report for this in myIR Intermediary.
8 votes -
Xero Sign | Document Packs - Allow bulk signing when client has multiple documents to sign
Would be great to have an option for clients to bulk sign a document pack e.g. similar to Docusign where multiple pdf's are treated as one document.
At the moment, if there was a document pack with 15 BAS's, the client would have to click into the individual document, click the signature boxes and click to confirm signature. They then have to click into the next document and repeat the same process another 14 times.
Would be good to have a feature/option we can select when sending out the document, so the client can sign the documents in bulk.
4 votes -
NZ Tax - Publish a GST return with alphabetically listed Account names
It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.
3 votes -
XPM - move timesheet entries between tasks/jobs from within a draft invoice.
It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.
Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.
Thank you
11 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
13 votes -
AU Tax - Bulk reminders to sign returns
tax return reminders to sign bulk send out reminders once exceeded the 3 reminders.
also notification if email address has a typo and doesn't deliver to the client
4 votesHey community, thanks for you interest in this idea.
Wanted to let everyone know about a change to document packs in Xero HQ 😊
Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.
As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.
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6 votes
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Invoicing: Include original bill as attachment when expensing on to client
I would like to be able to attach a bill that has been expensed to a client to the client's invoice so that if client would like to view the expense bills it is available to them.
5 votes -
Report Codes - Custom or more User defined
We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.
195 votes -
Advisor Reports - Seperate field for trading name
A common situation we have with our clients' live Xero files is that the client wants the Legal/Trading name and Display Name as their business name, but we want it as the actual entity name. E.g. we would like to see A & B Smith Family Trust as the entity name in financial statements, but the client wants all their other internal reports/invoices as their trading name, say Adam's Mechanical Services.
We often find ourselves changing the name to what we require, publishing financials and then changing it back to keep the client happy.
It would be helpful to have…12 votes -
Ability to switch Xero feature off for invoice/billing - prefilling account code
Have come across Xero "feature" of auto filling the account code on a bill, however the code Xero put in had nothing to do with the expense and never has been. The ability to switch this feature off so clients have to actually look for the correct code would be beneficial.
3 votesHey Lyn, thanks for suggesting this idea!
Xero will use your defaults accounts for a supplier or the inventory item to assign a pre-selected account code to the bill you've created. You can read a bit more about that here.
Just to clarify, is this the feature you're referring to? If so, it's possible to disable this by not entering in defaults for the items or contacts in question 😊
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XPM - Detect family group address changes and update all member records
I have a client family group with 4 people which lives at the same address and now they moved house, so I need to update their address in the system. Instead of updating the address for each individual, I am sure there is a way to prompt the system to detects this old address in XPM, it will then prompt me to change for all of them. I have seen this function when I was using the Solution 6 system about 15 years ago, so I am sure it is do-able.
1 voteHey Johnny, thanks for sharing your idea!
Just checking, the steps below are not applicable here?
From our Change the address for all clients in a group article:
- Select Clients, then select the Groups tab.
- Click the name of the group, then click on one of the clients in the group.
- Click Options, then select Edit.
- Under Contact Details, edit the address details, then click Save.
- Click Update Related Clients' addresses
- (Optional) Click All Related Clients to filter related clients by relationships or group members. The filter only shows if the client has at least one relationship set up and is also a member of at least one group.
- Select the checkbox for each address you want to change, then click Update.
Let me know if I've got my wires crossed!
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Practice Manager | Jobs - Open recurring job on completion of previous job
It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.
7 votes -
Xero HQ - Accounts Task List
I'm a part-time bookkeeper and would find a Calendar or Task List such as Outlook provides very useful for setting up 'Reminders' to carry out certain time critical tasks.
1 vote
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