46 results found
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Create a Xero integration with Financial Cents
Financial Cents has created the best practice manager I have found and would like to integrate with Xero but is not receiving much cooperation. I and several other Xero users would appreciate the integration.
3 votesHi Glenn, we don't develop many integrations ourselves but interested apps can build these themselves. It sounds like this might be something Financial cents are looking into. It might be worth sharing this link to our Developer platform where there are experts and lots of help in developing an integration with Xero.
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Enable custom fields in FuseDocs integration
It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).
1 voteHi Sally, is this something you've approached FuseDocs about? Many of our connected app partners designed and developed their integrations with Xero themselves and they're best placed to help with any questions you have on extending their integrations with Xero. You can reach their support through one of the options listed on their reviews page.
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hubdoc
feel so bad currently.
for the image (Picture) + PDF very clear.
upload still cant capture the important data- due date will date back to year 2020. why will choose this year?
- company name problem
1 voteHi Wendy, from what you've described our Support team may be best placed to help you here, instead of a product idea. I checked your support cases and it doesn't look like you've raised a case about this yet.
Please could you contact support and include some more details and screenshots, they'll be happy to check it out. There's info on how to do this here: Get help from Xero support.
I'll close this idea off for now, and if support can't resolve the problem you can create a new idea, please be sure to include as much detail as possible to describe the idea.
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Personal Tax (UK) | Add limit to student payment deductions
Personal tax returns. At present the systems calculates student loan repayments in line with the taxpayers income. It does not consider the amount of the loan outstanding. This will clearly give an incorrect return for the year in which the loan is repiad.
Suggestion: Pending a SLC link to establish the oustanding balance, could the dev team implement a 'limit student loan payments to' box for users (like me) to apply a manual override.
1 voteHi Stuart
Thank you for creating this idea. Unfortunately providing the ability to override this amount will not create the ability to prevent overpayment. If the client is tagged as having student loan repayments due, HMRC will calculate the amount they believe is due based on the income in the return. If the manually edited figure did not meet HMRC expectations within £1, HMRC would reject the tax return. HMRC do not provide an ability anywhere in the filing package to indicate that the client is in their last years of payment.
We are sorry we can't help more here.
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Xero HQ - Viewing all clients on screen
Would like the ability to be able to view all clients on screen in Xero HQ for the purposes of merging duplicates as being able to click the 'Show more clients' means it's difficult to navigate where there is a trading name and legal name in different parts of the list.
1 voteHi community,
Our product team recently made significant improvements to the client list! 🥳
You can now choose how many clients to show per page, making it easier to see many more clients. You can now also sort your client list using many more columns. Previously the only column you could sort by is client name but now you can hover over all the columns (organisation name, email address, phone number, business number, subscription type, industry classification, connected banks, financial year, Bank feed deprecation) on the client list and sort.
Finally, you can also merge or add clients to groups from the list page.
The product team don't have any plans to enable the ability to view all clients on one screen which is why we're shifting this to 'not planned' but we believe that these combined changes will provide a better navigation experience.
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XPM - Edit staff name
Need the ability to edit staff names in practice manager as we were able to in the past. The new staff screens do not allow this. It is not reasonable to lose the history of that person if we just need to update or fix a name.
68 votesHey community, popping in with a quick update to this idea.
Earlier this year we made a change to staff names, so they’re no longer controlled by the Practice Admin.
Instead, the Staff name you’ll see in XPM is tied to the User Name, giving the staff member control over how they appear.
We’ve also made a change to the way deleted staff will appear in Practice Manager. They’ll now display a ‘Deactivated’ tag after their name.
From reading the comments, it’s common practice to add a prefix to a staff name (such as ‘ZZ’) to identify them as leavers - this update removes the need for this workaround!
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Personal Tax (UK) | Auto generate Personal Tax return for next year
Auto generate a new draft tax return for all clients that had a prior year tax return, otherwise we have to go through a list of clients and manually create the tax returns....
Also we can't export the XT personal tax return lists, there is no export or print option. All we can do is filter on screen, would be good to be able to export for tracking purposes...1 voteHi Bonnie, thanks for sharing your ideas and thoughts with us. I can see how this would save you time. However, after engaging with our product team I can confirm that we don’t currently have any plans to develop a feature that auto generates a new draft tax return when one exists for a prior year. Similarly for exporting or printing the XT personal tax return lists, there are no plans to work on this. I appreciate this isn’t the news that you wanted, but hope that this update brings you some clarity.
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WISE Payment Date
Please could we have the ability to add a payment date to WISE payments. Currently our client wants the remittance advice sending with the payment date and therefore we have to remove and redo the payments to create the WISE reference. If we could chose a payment date this would cut out the duplication.
1 voteHey Lorraine, appreciate you taking the time to share this idea.
As you might have already seen, we’ve removed the option to add Pay with Wise to your Xero subscription for new sign ups, and we’ve made the decision to completely remove the feature from 26th February 2024.
As such, we’re also closing out any ideas related to feature improvements for Xero Pay with Wise.
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Integrate Pro Series tax software as an Add-on
Xero in US. Most of my bookkeeping and accounting clients want me assist in doing their business and personal tax returns, I do so by gathering and ensuring all docs are accurate and included. I have been partnering with a licensed tax preparer for 10 years, successfully. For reasons, I am now looking to move to a new preparer. I have found one I have worked with for several years. I introduced her to Xero some time ago, as she uses QBO, and doesn't care for it. However, QBO integrates with Pro Series tax software, a big plus. Xero doesn't…
1 voteHi David, thanks for sharing this idea!
Xero has an open API so anyone can develop an integration for it, without providing us with supporting documentation.
As this is the case, we'd recommend reaching out directly to the software provider themselves, to suggest they build a Xero integration.
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MYOB Product in Comparison
MYOB vs Xero
Hi there
We recently had a MYOB training and we found the following features are very impressive and wonder when will Xero start looking into these features for us?
*Consolidate P&L - able to consolidate different businesses in one P&L (all you need to do is tick the client file)
*Once P&L is consolidated, GL is also consolidated. Easier for inter-entity loan account matching.
*Layering - MYOB's P&L layout is highly customisable. They call it 'layering'. They have TY vs LY quarter x4 quarters + YTD.
Employee self onboarding - using sms to reply and avoid having…
2 votesHi Irene, it's good to hear efficiencies that you find in other software that you'd like to see Xero develop, however I do want to be upfront that we don't intend Xero to be a like for like with our competitors.
I've made sure to share your points here with the relative product teams but with a collection of ideas in the one it's quite hard for other community members to get understanding of what they'd be adding their support for as well as hard to share the collective interest in a specific change back with our product teams based on your post.
We have some ideas that I've noted below related to items you've noted and you're welcome to add your support to and follow for any updates.
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XPM API - Get Job Schedule Priority on GET Current
XPM API 3.0 & 3.1 -> Can we please have Schedule Information > Priority to be fetched along with the Job Details?
Otherwise we cannot sort fetched Jobs by Priority..
We can use Custom Fields, but that means we have to fire an API to fetch the custom field for every single job we are fetching from XPM..
Any idea guys?
Many thanks!
1 voteHi Felix, we have a Developer Community and forum where you can request changes or improvements for Xero's API.
You're idea here would be best raised with our experts through that channel to consider and keep you informed. Thanks
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Partial main residence exemption
We understand that a capital gain in relation to a property sold that is qualified for partial main residence exemption cannot be split in Xero Tax.
The workaround is to adjust the Capital proceeds or the Cost base amount in the Total Costs table grid to achieve the correct taxable net capital gain that should be reported at 18 A.
We suggest that a pro-rating (using number of days) be incorporated in your next software update to make it clear to the client as to how the assessable capital gain was calculated.
2 votesHi community, thanks for raising this one.
Whilst we do not have any current plans to calculate the main residence relief, the exemption can be entered under the "Reliefs" section of the disposal.
Here you can enter the relivable amount as either "Private residence relief with letting relief" or "Private residence relief without letting relief applies".
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Copy Custom Income Statement Report Template to Compare Class Report
I have a custom Income Statement template, but it doesn't display when I try to use the class comparison report.
1 voteHi Bundiono, Common formats are reports that have been developed by our team based on understanding of common formatting options customers would like to run a base report of.
There is no way to apply a common format to a custom report you've saved in your org.
One way to set this up would be to run the Common format report, apply changes to match the custom options of your saved report then save a new custom report.
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1 vote
Hi team, rounding back after engaging with our product team on this. The maximum size upload of a document is set based on the technology we're using for Document Packs (Adobe). At this time there really isn't anything we could do to expand this and will close the idea here to set expectation. Thanks for your engagement.
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XPM | Job Manager - Tab for My Jobs
Can we please have a tab for My Jobs (like the old format). It is much quicker to click on a tab than navigate via filters.
4 votesAppreciate the feedback around changes for Job Manager, everyone. Being open we don't intend to allow switching back or access to the old view, however we'll continue to develop new Job manager to make this experience even better for our customers.
If you have access to All jobs you can get a view of 'My jobs' by filtering the All jobs list by Staff or Manager to select yourself. We know this may be something you commonly want to view and you can Save your filtered view to easily access next time you return - see more on this here
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Xero Practice Manager
Is it possible to revert the new layout on Jobs manager back to the old format - our practice works better with the old screen format - would be good if we had a option to revert back please.
1 voteHi Trish, we don't intend to allow users to revert back to the old layout, but understanding detail of what you got out of the old that'd help in the new view would be great and maybe of interest to others in community here, too.
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International Edition Payroll is very basic
International Edition Payroll is very basic. Salaries cannot be allocated to any branches or tracking categories. All debits just go to the Expense Head of salaries etc. Also there is no option to add an employee number that would show up in the payroll reports.
1 voteHey Mukhtar, thanks for your post!
We don't currently offer an international version of our Payroll product. Instead, it sounds like you may have accessed the 'Pay Run' feature in Xero
Xero's Pay Run feature is a simple payroll tool you can use to pay a few employees in your base currency, as well as running pay reports and managing basic employee information.
I can confirm there are currently no plans to expand the feature set of Pay Run to include tracking categories or employee numbers as you've described.
I'd recommend checking out our Xero App store, to see if there's a app from one of our app partners that provides payroll in your local currency 😊
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Report builder
please just open up the CRM so we can report on any field
1 voteHi Liz, we don't have plans to develop a fully open report builder. But it'd be good to better understand your needs and what you feel is missing from Xero's reporting at present?
Xero's Blank report can be used to create build a custom report from scratch at present and may help here?
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Aged payables/receivable details
With the old Aged Payable/Receivables report, when you clicked on a name for a supplier/customer it took you to a list of invoices both paid and unpaid.
This was super useful to track where client's enter things twice and one is paid, and reconciling to statements.
Now when I click on the contact/name in the new report it only shows what is outstanding.
Going to the contact card to look at transactions is not as helpful and cannot be exported to Excel for further recs with large amounts of transactions.
Pics attached to show difference in reports and how the…
1 voteHi Jarrod, as you've found the new Aged Summary flows through to the detail of outstanding items that are still payable/receivable. Being open we don't have plans for changing this.
Instead, you can view transactions of all these status by running the Receivable or Payable Invoice Summary and Detail reports.
Grouping or Filtering by Contact should get you to the same level of data as shown in your image.
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Nabtrade Bank Feeds
Have Bank Feeds available from Nabtrade in line with all other types of feeds. I use Nabtrade for share trading and have a balance that adds interest monthly as well as buying & selling shares.
These feeds are not currently available it but should be arranged with NAB in these digital times.1 voteHey Ian, appreciate you sharing this idea!
Looks like we currently support most of the NAB Bank Feeds, but as you mentioned there's no support for NABtrade.
Rather than posting here on Product Ideas, I'd recommend using our 'Bank Feed Request form'.
This one goes directly to our bank feeds team 😊
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