1281 results found
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Practice Manager - Ability to archive Client Groups
Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.
It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups
21 votes -
Profit and Loss - Tracking categories in rows and annualised per periods (in columns)
P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.
9 votes -
AU Payroll - Default Ordinary hours to be reportable at W1
Change default pay item for ordinary hours to be reportable at W1.
Currently, the ordinary hours pay item is not ticked for 'reportable as W1 on Activity Statement'
Clients doing their own payroll or brand new Xero account setup may overlook this and all figures populated for BAS/IAS will be incorrect.11 votes -
Hubdoc - Filter documents by the user that uploaded them
There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.
We would like a filter that allows you to filter by user.
13 votes -
AU Tax - Print tax returns withholding bank details and DOB
Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great
6 votesHi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
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Demo Company - Connect Hubdoc
NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff
23 votes -
Hubdoc - Untick 'Save configuration' check box by default
In the HubDoc there is a default setting with a checkbox always marked (active) for "save configuration".
A lot of mistakes are made because old text is saved and reused when it shouldn't.
It's better if there is no text instead of wrong text.
Therefore the default should be unchecked (off) for this "save configuration" checkbox because it causes a lot of problems when the wrong text is saved to XERO.
See the HubDoc screenshot attached for the "save configuration" checkbox I'm referring to.
3 votes -
Xero HQ - Ability to bulk remove users
Have the ability to bulk remove users. We have just taken over 6 Xero accounts and the previous advisor has 100+ staff members that need to be removed from each account, it's going to take me forever to do this individually.
15 votes -
Workpaper - Ability to select defaults
Why do we need to have all of the 'Z do not use' sections appear when setting up a new pack that then need to be unticked? It would be better to have them unticked in the first place
4 votes -
Xero Sign | Email notification of who has signed in the document pack
Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.
6 votesAppreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
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Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)
It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…
13 votes -
Staff Report - Client & organisation access
Currently when a staff member leaves we can remove their access on the clients we subscribe to Xero but can't remove access where the client subscribes directly and has invited them in.
For security purposes, it would be good if the practice admin could easily run a report on the leaver showing all the clients they have access to. You can do this on screen however we want the client managers to get in touch with their relevant clients as they have the relationship.
I recently had a staff leaver with c100 clients I couldn't remove access to myself and…
22 votesHi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
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Hubdoc: Submit purchase orders in Hubdoc to connect with purchase orders in Xero
Currently you cannot submit a purchase order in Hubdoc, there is no "publish as" option.
It would be good if it was an option and have it flow/link with purchase orders in Xero, to which then can flow into Approvalmax to be approved.
Currently it requires an employee to access another system which would be good to limit.9 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
8 votes -
History & Notes - Track changes to Client Xero Subscription
It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.
4 votes -
Xero Tax (AU) - Colour code variances
Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).
It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.
This will give a visual indication…
2 votes -
Practice Manager - Bulk Job Name Update
Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.
12 votes -
AU Payroll - Customise Payslip templates
it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour
31 votes -
Client access to Report Templates
Client access to Report Templates
In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.51 votes -
XPM - Ability to bill in SGD
Xero should be able to offer billing in other currencies as currently they are unable to bill Xero Practice Manager in SGD.
I was advised by Xero support, that this is because they are part of their Global billing in Practice Manager, so it will automatically be billed in USD.
However, their Xero Accounting invoices are billed in Singapore Dollars, so not too sure why similar principles don't apply?
2 votes
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