1061 results found
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Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 votes -
Hubdoc - Bulk edit transactions
For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.
51 votes -
XPM - Increase the character limit for Bank Account details
Please increase the character limit in the Bank Account Name field to allow for longer business account names
31 votes -
AU Tax - Franking Account: Ability to reorder rows chronologically
When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.
36 votes -
Hubdoc - Publish receipt to existing Xero bill
Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.
90 votes -
Practice Manager - Highlight/banner for notes
I would love to see an improvement with Xero XPM NOTES.
We seem to leave 2 types of notes.
TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)
TYPE 2: is just an ordinary note that is sufficient with the current design.
It would also be great if you could share notes across multiple clients…
121 votes -
Workpapers - Integration of bank statement request portal
Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.
103 votes -
Hubdoc - Email-to-Bill Rules
Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules
Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.4 votes -
Singapore Tax - GST F5 for foreign currency ledger
Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.
10 votesHi everyone, we’d like to confirm that GST F5 for foreign currency ledger is not something we have plans to develop at this time. We’re still interested to get a clearer understanding of users that’d like to see this developed for Singapore tax, and will continue to track this through the conversation here.
In the meantime, for those who aren’t already aware, in a Singapore organisation users can access the GST Audit report which shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.
As the GST Audit report doesn’t show the gains and losses needed for IRAS reporting, you can use the Foreign Currency Gains and Losses report to see this information.
If there’s any change we will let you know on the thread here 😊
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Xero HQ - Business Client Dashboard
Xero HQ - Business Client Dashboard
I would like a section in Xero HQ to see key metrics across my business clients in the form of a dashboard screen.
The data displayed should be almost like an 'early warning system' for practice linked business clients that are falling behind on:
- Administration (Bank rec transactions, unlodged payruns/bas forms)
- Business performance is suffering (Significant decrease in quarterly sales, High 90 day+ debtors)
- Accounts hit certain thresholds set at a client level (Bank account overdrawn, GST/PAYG/Super Liabilities over a certain threshold)
This could also be used to spot client performing really well too.
…
19 votesAppreciate the idea and detail you've shared on the needs here, everyone.
As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog
The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.
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XPM - Ability to tag client’s Xero org
Be able to tag clients
Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.
5 votes -
XPM - Ability to see staff's dashboards
Partners can see/change to all staff's dashboards from within their own dashboard.
Purpose: to monitor poor performing staff in a timely manner
3 votes -
AU Tax | View history based on date document pack reminders sent
Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack
Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.
10 votes -
Hubdoc - Extract all line item details including inventory items
Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.
180 votes -
NZ Tax - Add barcode/link to barcode in client tax letters
Following on from advice from IRD. Is this something that is easy enough to create?
See email from IRD.....
We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.
Most have, in the hot little old hands, a lovely letter…
21 votesAppreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
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AU Tax - Practice wide ability to choose Default Postal Address to be Client Address
Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.
I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".
Similarly, my…
56 votes -
Workpapers - Automatically populate GST Adjustments
Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper
36 votes -
Workpapers | Entertainment - Mark clients as Non-GST
Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers
9 votes -
Hubdoc - Show Tax Exclusive in the Edit Document tab
Making the tax exclusive options in Hubdoc showing in the Edit Document tab.
Purpose: To avoid publishing the document with the wrong tax type.
24 votes -
Xero Tax - Export data in CSV format
Ability to export Xero Tax in CSV format.
Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.
11 votes
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