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231 results found

  1. 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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  2. Be able to edit sent document packs.

    Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

    100 votes

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    30 comments  ·  Xero HQ  ·  Admin →
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    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

  3. Client access to Report Templates
    In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.

    69 votes

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    31 comments  ·  Xero HQ  ·  Admin →
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  4. Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.

    51 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  5. Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.

    For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.

    50 votes

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     ·  7 comments  ·  Xero HQ  ·  Admin →
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  6. It would be great if ALL users (ie practice staff) in Xero HQ could see all Xero files. It should be obvious on the list which are accessible and which are not (ie if you didn't have access, the Xero org name could be greyed out)

    In terms of access, if a particular staff member did not have access to a Xero file, they should be able to request access from a HQ Administrator (with mange user access of course) which can be granted easily. Would be handy to have a 'Why' comment field so the approver knows the context…

    47 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  7. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    44 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  8. 42 votes

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     ·  10 comments  ·  Xero HQ  ·  Admin →
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  9. Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.

    39 votes

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    10 comments  ·  Xero HQ  ·  Admin →
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    Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.

    As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.

    Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.

    While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks

  10. Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.

    38 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  11. Xero have announced that they are removing the ability to automatically send batch files across to Kiwibank & ASB on 16th November, in order to "focus our efforts to support areas of Xero that provide the most value for customers."

    Speaking on behalf of my clients who actively use this feature, it's of huge value to them. It automates a process that otherwise involves manually downloading a file, logging into internet banking and uploading that file. It's even better for users who don't have internet banking access, but need to set up payment batches on behalf of those that do…

    36 votes

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    10 comments  ·  Xero HQ  ·  Admin →
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  12. In the last financial year, we made multiple and significant layout changes to the accounting schedules in our financial notes.
    Therefore, we intend to 'Copy and Edit' most of our financial reports. However, we have found that when you 'edit layout' it removes the date field codes in our numbered notes regardless of if you edit the number notes or not - therefore losing it's auto updating feature.
    As a result, we are now having to manually update the year in all of our financials, or start from scratch.
    Please make it so edit layout does not remove date fields…

    35 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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    Thanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

    We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.

    If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.

    If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊 

  13. Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.

    34 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  14. Option to choose where the logo is shown

    Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

    33 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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  15. 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

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     ·  8 comments  ·  Xero HQ  ·  Admin →
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  16. As we have in XPM for unsigned documents, can we please have automated reminders for unsigned document packs?

    27 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

  17. So annoying that my published reports remove decimals points every time. PLEASE MAKE THIS CHANGE. Published reports should be saved as is!!! Do not modify my published report XERO! We produce hundreds of these reports every month and have to keep adding the decimal back. This is driving our firm insane!!!

    27 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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  18. When adding signature placeholders in financial statements etc, put the placeholder where cursor is and not at the top of the page.

    26 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  19. It would be great if there was an option to change staff permissions in bulk. So if there was a practice employee for example who now needed Payroll Admin access for 20 clients, it could be done in a few clicks as opposed to changing it for each of those 20 clients.

    25 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  20. I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.

    25 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

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