1475 results found
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Practice Manager | Client Reporting - 'Date Added' field
A 'Date Added' field would be great, to show when a client was entered into an XPM account.
It would also be good to add this as a client report criteria, so you can filter dates.
14 votes -
Workpapers - Ability to edit Internal queries
Ability to edit review point, internal query and client query responses.
Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.
14 votes -
AU Payroll - Default Ordinary hours to be reportable at W1
Change default pay item for ordinary hours to be reportable at W1.
Currently, the ordinary hours pay item is not ticked for 'reportable as W1 on Activity Statement'
Clients doing their own payroll or brand new Xero account setup may overlook this and all figures populated for BAS/IAS will be incorrect.14 votes -
Hubdoc - Filter documents by the user that uploaded them
There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.
We would like a filter that allows you to filter by user.
14 votes -
Xero HQ | Client list - Option to view client codes
We use client codes for all our clients. There is an option to input this into the client record, but it would be good to be able to see that on the screen and sort by it, rather than just alphabetical list of clients.
14 votes -
Hubdoc - Turned off foreign currency
Please can foreign currency be OPTIONAL and turned off?
Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
We ONLY report in AUD.14 votes -
Practice Manager | Client - Add Non Active to Return Type
Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.
14 votes -
Document pack - Select email to receive notification for signed pack
A way to have the notifications for signed packs be sent to a specific email address.
For example:
x creates and sends the pack but y is notified when it is signed.14 votes -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
14 votes -
AU Tax - Set up prefill for Contact name in Tax Returns
Prefill contact name of partner or manager to the Tax return cover page.
Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.
As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.
Also even…
14 votes -
AU Tax | Fringe Benefit tax - Comparisons
Comparison year for FBT return.
14 votes -
Hubdoc - Tick box to download documents by transaction date.
Ability to search or order and select documents based on the transactions date
Purpose: Efficiency in downloading documents in bulk.
14 votes -
NZ Tax - Adding Correspondence to Tax Return
It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.
13 votes -
Reports - Add original currency in the Aged Payables and Summary Payables reports
Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!
13 votes -
Hubdoc - Bulk edit and archive documents
A number of our clients simply use hubdoc as a filing system as publishing to Xero is not as simple as they would like.
So we maintain their Hubdoc accounts, we update the document type and archive. It would savea huge amount of time if we could bulk edit and bulk archive rather than having to do this one document at a time.13 votes -
Xero Tax (AU) | Tax Estimate - Deceased Estate
Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.
13 votes -
Xero Tax (UK) - Ability to bulk update format of director name
In Xero Tax, you should be able to change the name format for all directors even if they've been appointed after the Accounts Year End. Currently if you've changed the name format for directors previously from 'SURNAME, Name' to 'Name Surname' when a new director is appointed post year end, they are brought into the company information page with 'SURNAME Name' format and there is no ability to change the format to 'Name Surname' to match the others so you then need to change the other directors to 'SURNAME Name' format to match. The ability to change format is a…
13 votes -
Practice Manager | Reporting on Job States
I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.
Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):
State changed date
State changed from
State changed to
State changed by userThis is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!
13 votes -
Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
Practice Manager - Managed Fund Distribution Worksheet & Income Averaging
When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.
13 votes
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