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1111 results found

  1. Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.

    3 votes

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  2. Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.

    35 votes

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  3. Ability to re-order 'Document Type' list - to make it easier to select the type I use most often. (and not have to scroll down to get to 'credit memo'.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    10 votes

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  5. Bulk edit milestones
    I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.

    14 votes

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  6. When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.

    Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.

    We'd like the option to pre-populate the client phone number like other client information.

    We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.

    21 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  7. Be able to view a job's state history - to see who has changed the job's state / marked the job complete and when.

    29 votes

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  8. An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.

    6 votes

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  9. We are wondering if you could add a script at the phone number field in XPM so that when we click on client's phone numbers, the website will trigger an application (such as Microsoft Teams) to make phone call. This will save us time having to copy and paste phone number onto the application.

    7 votes

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  10. Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
    If so, would this also include VAT group filings?

    Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. Page breaks in the Notes should be automated

    23 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  12. The CGT worksheet does not allow for pro-rata of capital gain based on private use days.

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  13. It would be good to have a version of the "Partnership and trust" worksheet from the individual tax return in the CTR as well. This would make it significantly easier to enter the correct amounts at 6D and 6E.

    Having the appropriate amounts entered in the worksheet flow through to the capital gains schedule and the franking credits section of the calculation statement would also be advantageous as it would remove a lot of manual work associated with these items.

    39 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Hi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.

    We're going to leave the idea open here and track interest but wanted to share an update for you all atm.

  14. It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. There is currently no ability to type a Note relating to an item in a tax return. This would be for internal purposes only and provides a very handy audit trail.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.

    19 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?

    5 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information. 


    Looking forward to hearing back from you. 

  18. Xero should be having a feature Statistical GL where one can enter statistical information or numbers which are vital for analyzing business trends.
    For example, If I am maintaining books of a restaurant and I want to record daily covers (footfall or number of customers) which can help me analyze revenue per cover, spend etc.
    There should an option to create some designated ledgers to input and maintain these statistical information which does not affect any financial statements but can be used for business performance analysis.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  19. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    40 votes

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    8 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  20. Would be good if there was an option to reorder the pages in a tax return, primarily to be able to bring the tax estimate to the front page of the tax return as that tends to be the key information the client wants to see and it is buried at page 3 or 4 of the tax return when printed.

    13 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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