1436 results found
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Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
13 votes -
NZ Tax return - Refresh refund bank account from IRD data
Provide the ability to import/refresh the clients refund bank account number held with IRD into the Tax Return. Currently seems like we are having to manually enter it on the tax return. MYOB has this functionality and it's great, saves time and typos.
13 votes -
Xero Tax (AU) | Set Yes as the default option on capital gains worksheet
Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.
13 votes -
Xero Tax - Archive Draft tax returns
Currently, Xero only lets us archive the returns that are already filed (or are in the filed status).
There are scenarios, when the clients come in to do the tax return- we need more information and client does not respond. We do have an option of suspending the returns- however, these returns will still be left in draft making the draft tax returns list unnecessarily longer.
Xero is not currently allowing us to archive the returns that are in the draft status. Either we have to mark the return as 'filed' before it can be archived or these have to…
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 -
Workpapers - Enable use for non-Xero clients
For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.
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 -
Xero HQ | Report Templates - Increase number of Director & Partner fields
Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
Can you increase the fields for more than 4 directors and even more than 4 partners.13 votesThanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
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UK Tax - Tax Return/Filed accounts status reporting
Please can we have a simple Tax Return Status report that we can run by tax year (or other appropriate filters) that shows all the relevant fields that I can see on personal tax return screen.
This way we would be able to run a report for a particular tax year and see who we still have to do by way of a control check. This would also be useful on the company tax and accounts side
I would also like to see a date finalised on there so we can review and plan for the next tax season
I…
13 votes -
Practice Manager - Bulk Job Name Update
Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.
13 votesHi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
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Hubdoc - Default to REVIEW for Docs
Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.
13 votes -
Singapore Tax - GST F5 for foreign currency ledger
Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.
13 votesThanks for sharing and supporting in this idea, everyone. Right now, developing GST F5 for foreign currency in Singapore isn't in our roadmap.
Currently, Singapore organisations can access the GST Audit report that shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.
You can also use the Foreign Currency Gains and Losses report to show the gains and losses needed for IRAS reporting.
We'll continue to get a sense of the interest in this idea, and if there are any changes will share news with you here.
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Xero HQ: archived clients with subscriptions.
Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.
We are paying Xero for no reason at all.
Also the ability to bulk change those archived clients eg cancel subscriptions
Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.
Thanks
12 votes -
NZ tax- Create tax returns for a future period
NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.
12 votes -
Xero tax: Display the financial year when lodging a CURNN
Currently when producing and filing (lodging) a CURNN is does not display the Financial Year it relates to. It would be very helpful to have the FY displayed so it is easily identifiable. The same as all the other Tax Returns.
12 votes -
The new Xero implementations - becoming very frustrated!
I am finding the inconsistent implementation of the new Xero style mixed in with the old incredibly frustrating. The new style screens are slow to load & enter data, the tabbing and typing a few letters then hitting return either doesn't work (add payment) or is inconsistent between screens, entering a new customer on the fly is frustrating because you can't enter all the information at once & still have to open the full contact edit screen to complete it, also the new contact pop up doesn't autopopulate addresses as you type, the send remittance button disappears if you get…
12 votesHi everyone, sorry we've not responded here sooner. As we upgrade technology we are mindful of the impact this can have for our customers. We understand changing features and learning new flows and the ways of performing some actions can be a big transition for customers.
In particular, as mentioned in your feedback here with new invoicing. To support as much as possible during this time, we're providing lots of information through means of blogs, education and guides on Xero Central.
We're also continuing to iterate and develop new features into new invoicing that we know our customers want.
An example of this are recent improvements we made to the 'Contact' field adding the ability to look up your contact address, edit or add the Attention field, and adding more address lines.
I have made sure your feedback here is shared with the team, however we do want to be…
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BAS: STP data prefilled
Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.
12 votes -
Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
12 votes -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.12 votes -
Hubdoc - Capture supplier reference when posting Xero invoice
have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date
12 votes
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