1059 results found
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Report Templates - Ability to add reporting name when creating new account
Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.
1 vote -
BAS - Allow connection where multiple practices connected
Ability to connect to connect to the ATO and lodge activity statements where connected to multiple practices.
We can lodge for clients we hold subscriptions for, but not for clients who self subscribe and grant us access.
Have been advised if you're connected to multiple Xero HQ practices with the same email address and you try to lodge activity statements in Xero with the ATO, you'll get the error message – SBR.GEN.AUTH.006. This is because Xero can't determine which practice you're lodging activity statements in.2 votes -
Xero Tax (UK) | Personal - Show Box numbers
Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?
1 vote -
XPM - Add extra columns to All Jobs board
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or…
1 vote -
Hubdoc - Failed tab notification dot
It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?
2 votes -
XPM - Tax return and invoice combined report
XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.
1 vote -
XPM | Permissions - Ability to set as default access to Advisor for all staff
Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.
1 vote -
Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
3 votes -
Hubdoc - Increase upload file size
Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?
2 votes -
User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
4 votes -
Xero HQ | Clients - Filter by Xero files
Now that you've forcible inserted every single client as a line item in Xero HQ via Single Client Record, we NEED the ability to filter search results to only show client lines with Xero files attached.
Example: searching for 'Lee' used to result in 3 client Xero files - now it results in 598.
This is literally unusable.
EDIT: There is a filter for TYPE of subscription; I do not and could not care less whether a client has a Ledger, GST Cashbook, Starter, Premium, whatever other tier you care to make up.
I just NEED a tickbox to toggle…
2 votes -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.6 votes -
AU Payroll Employee Summary Report - Heading Layout
Please fix the layout of the headings in the new reports - Reimbursements shows over two lines when you print the report to pdf, which looks absolutely ridiculous!
3 votes -
Job Manager - Add ability to filter by Year
Would like to be able to add a new custom column in Job Manager so we can filter by Year or Job Name.
1 voteThanks for your detail and sharing here, Sheree. We have an existing idea for the ability to search Job Name.
It's great to know the interest in the specific details you'd like added so I'll slightly update the title of your idea here for filter by Year. Welcome to add your vote to that other idea too.
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XPM - Sample Reports Search
When using the report builder in XPM and going into the samples tab - there is a lot of reports and it can be quite overwhelming. Tags for types of reports / ways to search / filter the list would be a great addition for being able to work out the sample report that would be most beneficial to build out for my needs.
1 vote -
Xero HQ - Client List to indicate who owns subscription
We're looking to add an indicator as to subscription ownership for the Xero HQ client list. This is just to say if the organisation is billed directly to the partner or if the partner is invited in and the client is responsible for the subscription.
This will be crucial for the Spark and Helix rollout to help customers work through with their clients and get subscriptions updated. We also believe this could help with transitioning some organisations from being partner billed to direct billed which will increase revenue for Xero.
2 votes -
NZ Tax - Audit check to check IRD number
When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.
1 vote -
Xero Tax - Export/import full general ledger from clients software
line for previous assessment if return is amended so correct estimate will appear
private use for depreciation in ledgers
ability to export / import clients xero full ledger into our ledgers instead of manual journal2 votes -
Workpapers - Page numbering that works with auditors reports
When preparing annual financial statements and performance reports for auditors, it is important that the contents page and accountant's disclaimer report come before the statements that the auditor needs to refer to in their audit opinion, so that they report on pages 5 to 17, not 5 to 7 and 9 to 17. It causes unnecessary costs to both accountants and auditors each year to change round and get this done manually.
1 vote -
AU Tax - Option to delete tax agent logo
Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it
2 votesThanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing.
We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.
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