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1320 results found

  1. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    27 votes

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    7 comments  ·  Hubdoc  ·  Admin →
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  2. Ability to file individual auto assessments following Request for More Information from IRD.

    27 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  3. Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?

    27 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  4. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    27 votes

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  5. In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.

    This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.

    26 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  6. Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you

    26 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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  7. Allow importing csv files to update existing jobs in bulk

    26 votes

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  8. When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.

    Can you please update Workpapers so that there is an option to show decimal places?

    26 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  9. Currently when a staff member leaves we can remove their access on the clients we subscribe to Xero but can't remove access where the client subscribes directly and has invited them in.

    For security purposes, it would be good if the practice admin could easily run a report on the leaver showing all the clients they have access to. You can do this on screen however we want the client managers to get in touch with their relevant clients as they have the relationship.

    I recently had a staff leaver with c100 clients I couldn't remove access to myself and…

    26 votes

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    8 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.

    When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.

    The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.

    We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.

  10. Have the ability to search the client list by TFN or ABN

    26 votes

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  11. The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.

    26 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  12. 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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  13. 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.

    26 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.

  14. Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.

    25 votes

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  15. It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.

    25 votes

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  16. In payroll I would like xero to calculate holiday rates based on 52 week averaging including overtime and bonuses per current regulations.

    25 votes

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    Hi everyone, we appreciate everyone who signed up and participated in the teams discovery here. Right now, focus has needed to shift to other high priority work.

    We value all the input and feedback we've received from the teams discovery, and based on this they found that there is more work needed in solving this for our customers.

    We have good foundations to build from when we are able to bring attention back to this. For now we will move back to submitted and let you know when there is progression to share.

  17. It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.

    25 votes

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  18. No option to select 'File MTD VAT Return' in bulk for clients when setting up a new staff member in Xero HQ. After assigning the clients in bulk for a new staff member you have to then go into each client individually to give this permission.

    25 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  19. Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.

    It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups

    25 votes

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  20. Page breaks in the Notes should be automated

    25 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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