1464 results found
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Practice Manager - Stop costs/disbursements being added to a Closed Job
It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.22 votes -
Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by…22 votes -
Practice Manager - Bulk update jobs via import
Allow importing csv files to update existing jobs in bulk
22 votes -
XPM: Add 'Automatically Retrieve from ATO' field to Report Builder
Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.
22 votes -
XPM - Search by TFN or ABN
Have the ability to search the client list by TFN or ABN
22 votes -
NZ Tax - Add barcode/link to barcode in client tax letters
Following on from advice from IRD. Is this something that is easy enough to create?
See email from IRD.....
We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.
Most have, in the hot little old hands, a lovely letter…
22 votesAppreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
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Practice Manager | Report - Client Search
the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
It takes us almost 5-6mins to run a simple report21 votes -
Ability to completely delete bank statement lines
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.
21 votesHi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
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Hubdoc - Attach multiple documents when publishing from Hubdoc
It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.
Thanks!
20 votes -
Xero Tax - Add a simple tax calculator
Tax calculator - Handi has a button you can press for a tax calculator, just enter the income and it shows the Tax, Medicare & offsets (low income & former low & middle income). Awesome feature that allows you to show a client quickly why their refunds are low. Also allows a quick cross check.
20 votes -
Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs
We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.
20 votes -
Xero Tax (UK) - Add CAI (Chartered Accountants Ireland) as an option for Accountants' Report type
As a UK accountancy practice based in in Northern Ireland, it would be great if our Regulatory Body, Chartered Accountants Ireland was available for us to choose as an out of the box Accountants Report. This would then allow us to use this for Company Accounts and then to use the 'default report' option for Sole Traders, who require a different type of Accountants Report.
20 votes -
XPM - Ability to favourite recurring time entries
It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.
20 votes -
Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
20 votes -
Report Templates | Report Codes - Search Function on page
How about a search function when on the Report Codes page (like what's available when you're in the Chart of Accounts)?
Thanks
20 votes -
UK Payroll: 52 week averaging for holiday pay
In payroll I would like xero to calculate holiday rates based on 52 week averaging including overtime and bonuses per current regulations.
20 votesHi 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.
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Workpapers - Option to show Decimal Places
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?
20 votes -
AU Tax - Exclude Client's Bank details and DOB when sending lodged return
Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.
Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.
This affects Xero Tax and Xero Practice Manager.
20 votes -
AU Tax - Print tax returns withholding bank details and DOB
Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great
20 votesHi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
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Xero HQ - Ability to bulk remove users
Have the ability to bulk remove users. We have just taken over 6 Xero accounts and the previous advisor has 100+ staff members that need to be removed from each account, it's going to take me forever to do this individually.
20 votes
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