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1408 results found

  1. Xero Log on - Alias email address for use with multi practice access.
    Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
    I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…

    4 votes

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  2. Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.

    Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.

    This affects Xero Tax and Xero Practice Manager.

    20 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. When a client uploads or emails a file to the Xero files area of their own subscription, it would be helpful if we, as their accountants, could receive a notification to let us know there is a file waiting for us.
    This should be an optional setting, perhaps even with limits (eg notify me for every 5 files uploaded).

    8 votes

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     ·  3 comments  ·  Admin →
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  4. I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.

    41 votes

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     ·  7 comments  ·  Admin →
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  5. There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.

    For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).

    Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.

    13 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. When preparing the statutory accounts in Xero Tax it would be great to have the feature to create your own "freeform note". For example, I need to add a secured debts note to the accounts however Xero does not currently provide this note amongst the list, therefore I need a freeform note where I can determine the heading and body of the note to feature in the notes to the financial statements. Currently the workaround is to declare the secured debts note as a line with the creditors which makes the presentation of the accounts weak.

    18 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂

  7. When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"

    It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.

    Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.

    9 votes

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  9. It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero

    7 votes

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  10. I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).

    10 votes

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  11. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    14 votes

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  12. I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.

    It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  13. Ability to edit review point, internal query and client query responses.

    Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.

    15 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  14. We wish we could use different sequence numbers for each branch and each department in one organisation.

    35 votes

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  15. Xero Practice Manager - Tax

    I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.

    9 votes

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  16. allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos

    105 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  17. Currently once the document pack is sent you can't see the message that you have sent the client. It would be good to be able to see what you have told them- especially if you are providing them with additional information but you don't want to have to do a separate email.

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. If a staff member leaves, you would usually delete them as a user. That causes issues, however, if they have set up recurring invoices. These will be left as draft and will not be sent. It would be useful if you could keepa staff member but remove the access so that they can't log in themselves anymore, almost making them inactive?
    It is not as simple as resetting their password because of the 2 step authentication.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  19. Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?

    5 votes

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  20. For the NZ tax returns can you add the Appointers to the Import function a bit like the beneficiaries, this is required to be reported to the IRD each year going forward.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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