1409 results found
-
Xero Tax (UK) - Ability to allocate profit between tax years (Optional Methods)
WITH THE UPCOMING CHANGE IN CORPORATION TAX RATE (6/4/23) IT WOULD BE A NICE FEATURE IF THE PROFIT ALLOCATION IN ACCOUNTING YEARS STRADLING THE TAX YEAR END COULD BE TOGGLED BETWEEN "ALLOCATION ON DAYS" AND "ACTUAL ACCOUNTS" SO THAT THE MOST BENEFICIAL TREATMENT COULD BE USED FOR CLIENTS NEXT YEAR (IE USING THE METHOD THAT PUTS THE LARGEST SHARE OF THE PROFIT INTO THE PERIOD UPTO 5/4/23) - NEEDS TO BE AVAILABLE FOR 04/2023 YEAR ENDS AND AFTER
6 votes -
Xero HQ | Clients - Export list by group
There is no option to export a group of clients appearing on the screen. We have different managers managing different groups of xero clients and they need to see this rather than export the whole client list and having to sort on excel
7 votes -
XPM: Include 'Client Type' field in the csv template for bulk upload
The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.
15 votes -
Xero Sign - Ability to add a 'Date' field
When uploading a set of annual accounts to Xero Sign, the only option available is to add a signature field.
For company and trust annual accounts, we typically also include a minute and sometimes other resolutions (created from a Xero report pack). It would be great to able to insert a date field in the minute, like you can with other e-signing platforms.
The current workaround is to use another e-signing service to send the annual accounts, and use Xero Sign for the tax returns - which adds confusion for our clients and we're often having to chase them up…
11 votes -
Workpapers - Option to show Decimal Places
When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.
Can you please update Workpapers so that there is an option to show decimal places?
23 votes -
Ability to completely delete bank statement lines
It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.
21 votesHi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
-
AU Tax - ATO warning for Crypto Currency and CGT disposals when validating returns
we can now do a prefilling of a return very easily, however, we still need to go into the ATO website to download the full prefilling report (approximate 2 -3 minutes) to find any ATO warnings such a Crypto currency transactions or Capital Gain Disposals for shares....or even worse the client has a warning about excessive prior year deductions claimed. If this was to come across when Xero did the download ATO prefilling and come up on the Xero warning when you validate the returns ...this would save time and potential missing of these warnings
5 votes -
Practice Manager | Timesheet - View latest to oldest
Ability to choose to have the latest timesheet entry appearing at the top of the list in the timesheet view instead of at the bottom.
12 votes -
Reports: Support for charity reporting
Is there an easy way to create/run reports tailored specifically for charities or is it just me that I am finding it difficult to find ? I've got the charity set up as a non-for-profit organisation which doesn't seem to make much difference at all.
It's disappointed to see Xero doesn't have any reports templates for charities.
Executive report cannot be overtype as needed - It's not possible to change "Profit (Loss)" line within profitability to Surplus/Deficit.
Regarding Current Year Earnings, it isn't currently possible to rename this to current year funds, or to code manual journals from this to…29 votes -
AU Payroll: Allow STP filings to be sent to client for approval
Automation of Approval for STP filing.
The ATO requires approval from the client for every STP filing. I would like to see in the Xero/Payroll/Pay Employees/Payrun/Pay Run Options/ drop down menu (where the current options of Download ABA, Email Payslips, and Revert to Draft to also include an option to send approval request to xx@***.com for approval to lodge STP F. It would be good for a copy of the Payroll Activity Details be sent to the client, with the request for approval.
Then once this approval request is e-signed by the client, then the STP to go to a…4 votes -
AU Tax - Import depreciation calculated in blue Xero
We should be able to import tax depreciation calculated in blue Xero into Xero Tax.
12 votes -
Xero HQ | Staff - Ability to bulk assign access for 'File MTD VAT Return'
No option to select 'File MTD VAT Return' in bulk for clients when setting up a new staff member in Xero HQ. After assigning the clients in bulk for a new staff member you have to then go into each client individually to give this permission.
22 votes -
Practice Manager | Permissions - Restriction access to change bank account details for client
Add restriction on changing bank account details for client (in XPM and tax return).
Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.4 votes -
NZ Tax: Customise style on tax return PDFs
Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)
15 votes -
Practice Manager: Ability to enter time in calendar view
Time Sheet Calendar.
One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.7 votes -
Practice Manager | Depreciation Schedule | Print - Asset Serial Numbers
Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.
Thanks
10 votes -
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
212 votesHi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
-
Xero Tax(NZ) - Change Reply to email address
Change reply to email address:
Any user can send tax letters, but the reply to email address can be set as one specific email (much like in blue xero)For example:
staff1@accountingfirm.co.nz sends provisional tax reminders to clients, but when clients receive the tax reminder email, the reply to address is admin@accountingfirm.co.nzThis same feature is already available in Blue Xero when sending invoices
11 votes -
Xero Tax (UK) | Company Accounts and Tax Return - option to have a blank date
Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
15 votes -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
5 votes
- Don't see your idea?