1321 results found
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Document Packs - Archive once Completed
It would be great if Document Packs could be archived once completed.
16 votes -
XPM: Include 'Client Type' field in the csv template for bulk upload
The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.
16 votes -
Xero Tax (UK) | Company Accounts and Tax Return - option to have a blank date
Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
16 votes -
XPM: Report on new, archived and terminated clients
Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.
16 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.
16 votes -
Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)
It would be useful to have two dates for recurring jobs - one on which the recurring job is generated and a second date for when the work is to be started. We like to have all of our annual jobs generate on 1 April so we can easily see what work is outstanding for the year, received or not, but we obviously can't start everything in April. The planning aspects of XPM would be more useful if we could set the jobs to generate on 1 April then input a start date of when we are likely to start…
16 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.16 votes -
AU Tax - Ability to cc another contact
When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)
16 votes -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
16 votes -
AU Tax - Add Item D12 Personal Superannuation Contributions as a custom field when building tax reports
We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.
16 votes -
Xero Tax - Export data in CSV format
Ability to export Xero Tax in CSV format.
Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.
16 votes -
Xero Workpapers - Integrate with Xero Files
Ability to copy transactions directly across from a Xero org to Workpapers
Purpose: Save time and manual steps involved in having to download and re-upload individually
16 votes -
Xero HQ fixed assets - Lookup to ATO Effective Life
In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.
15 votes -
Hubdoc - App Face ID
Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.
Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!
15 votes -
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
15 votes -
1099s - Exclude Ramp credit card transactions from 1099 reports.
Ramp credit card transactions should be excluded from 1099 reports but they are currently included.
15 votes -
XPM - Staff user role templates
The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.
15 votes -
Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
15 votes -
UK Payroll: Additional pension pay items to be included in Pension Filings.
Enable User Created Pay items to feed data into Pension filings and payroll expense journals. Currently, any additional pension pay items that aren't created by Xero automatically won't pull through to the pension file. The same happens for re-imbursements
15 votes -
Document Packs: Mark as complete when missing signatures
It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.
We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.
This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.
15 votes
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