1249 results found
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SSO integration
SSO/idp integration
Can you please urgently advise if you will offer SSO/idp integration for XERO portal this year? Currently you are not meeting corporate security standards!
Thank you2 votes -
NZ Tax - Ability to run a report that shows losses/ICs in a client's tax statement
Would be good to be able to run a report with the Losses fields & IC's fields to be able to cross reference with the IRD agency reports since we have to manually add these
1 vote -
Project Summary report - Include who project is assigned to
Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.
3 votes -
1 vote
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AU Tax - Report field for Payer Name from Payment Summaries
AU Tax - report field for Payer Name from Payment Summaries
11 votes -
Enable payments in bulk
Enable payments to a GL account.
It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.1 vote -
XPM | Clients - Other name should be middle name
Rename "other name" field to "middle name/s", need another field for casual name (say for example people that go by their middle name) and also put first name or casual name on contact details screen that is shown on front screen, currently showing other name for some reason...
3 votes -
Beneficiary Accounts Report
Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.
3 votes -
Print TFN Regardless Of Return Status
Be able to print a tax return showing the TFN if the status of the return is completed or further along up to and including filed.
1 vote -
Xero HQ - Default client group on login
HQ Client Groups - Default group to display on login rather than having to select each time. My groups include simple things like Every Day clients, and Annual clients. I want my everyday clients to be all I see when I login and I can go searching for the others if needs be. Without this default group function I've got a list twice as long as needs be for 95% of the year.
The old client list allowed for a default group, why can't the new one? These improvements are supposed to be about reducing the number of clicks required…
1 vote -
AU Xero Tax - automatically populate tax agent fee from invoice raised in Xero as deduction in tax return
I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return
1 vote -
Business Snapshot
Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?
1 vote -
Tax filing
We are required to enter invoice numbers and tax ID numbers of suppliers when loading taxes onto the local tax returns portal. Is there any specific report that allows to generate a report that shows, supplier tax ID, supplier invoice number, total invoice amount and total tax included, all together in a repor, so that our tax filing is hassle free.
1 vote -
hide document pack
Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts
1 vote -
Xero HQ Functionality
Xero HQ Should have functionality to generate Ledger, profit and loss account and balance sheet for all the clients in one go under sitting under practice. This will help to understand clients business performance etc and will make peer comparison easier.
1 vote -
Bulk assign a contact to multiple clients in XPM
Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.
1 vote -
Xero HQ - Sync custom fields and client notes
Sync all data to Xero HQ.
We have been moved over to single client record and need notes and custom fields to be synced as well please.
This would prevent the need to manually update client records and prevent risk of out of date data.
Thank you.
2 votes -
medicare levy
Change wording of Medicare Levy has it is a double negative. Change the wording to something like: how many days were you not covered by private health?
1 vote -
Xero Tax- Change wording of Medicare Levy question
Change/Simplify the wording of Medicare Levy item M2-A regarding number of days not liable for surcharge. The question is a double-negative and hard to comprehend sometimes.
Suggestion: "How many days was the taxpayer covered by Private health during the year?"
2 votes -
uncoded statement lines
Uncoded Statement Lines Report
To be able to click through to the bank transaction from the uncoded statement lines report.1 vote
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