1346 results found
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Practice Manager | Job Manager- Value column to show amount($) of the time budget remaining
Hi
We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.6 votes -
Hubdoc - Allow additional settings for folders
I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..
We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.
It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.
Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.2 votes -
Chart of Accounts - Include tax rate in US chart of accounts
The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.
It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.
2 votes -
Practice Manager - Link Jobs to Workpapers
Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS
18 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
38 votes -
Hubdoc - Integrate with Google drive to upload invoices
It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate
2 votes -
Practice Manager | Client Reporting - 'Date Added' field
A 'Date Added' field would be great, to show when a client was entered into an XPM account.
It would also be good to add this as a client report criteria, so you can filter dates.
18 votes -
Practice Manager | Ability to send reminders for GST to clients
GST reminders
Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.10 votes -
Practice Manager - Managed Fund Distribution Worksheet & Income Averaging
When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.
22 votes -
Workpapers - Bulk upload attachments to queries
Ability to upload multiple documents to workpaper queries at one time, currently can only select and upload one document at time which can be quite time consuming if a client has supplied you with 12 months bank statements to upload. I note this bulk upload feature is available when saving supporting documents to workpapers so not sure why this functionality can be expanded to include queries?
5 votes -
XPM | Client Titles & Pronouns
XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?
7 votesThanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
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Graphs for reports
Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !
15 votesIs there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
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Document Pack - Ability to change signature size
Would be great to adjust the size of the Signature Box, as some documents have no room for a large text box
4 votes -
Manual Journals - Search by ID
Manual Journals - Search by ID
To enable the search function on manual journals to include the journal ID21 votes -
Practice Manager | Reporting Fields - Invoicing
It would be great if we could report on more fields in XPM - in this instance, who does an invoice in XPM. There is a history section in the invoice, but there is no way to add this data to a report. E.g. I am using a 'job report' that includes the 'Date Last Invoiced', and it would be great if we could also show 'who created the invoice' (and/or approved and exported). We have tried adding a custom field on the job to allocate the staff member, but as this is manual, it would be a lot easier…
5 votes -
Report Templates | Report Codes - Search Function on page
How about a search function when on the Report Codes page (like what's available when you're in the Chart of Accounts)?
Thanks
20 votes -
Document Packs | Queries - Client access to all queries in Xero
Would be nice for a client to have access to all queries from accountancy practice directly in Xero, instead of following links from emails. Quite often the client does not notice those emails or ignore it. It would be more convenient to log in to Xero, go to outstanding queries and complete those.
1 vote -
Practice Manager | Report - Starred Clients
Is it possible to have the starred clients as feature in reports? If we export a client list, we can't see which clients are the 'starred' (main contact for the group in our case). It would be super handy when trying to get a list of our main contacts and easily remove the clients that aren't starred.
5 votes -
Xero tax (AU) - Roll forward Tax Returns
Tax returns be rolled forward annually to assist with workflow tracking and planning.
35 votes -
Workpapers: Notify when Review is Complete
Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.
28 votes
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