1384 results found
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Xero Workpapers - Order of Workpaper packs should be most recent FY first
When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.
10 votes -
Practice Manager - Option to exclude 'completed' from job list
Removal of 'completed' jobs from the job list when preparing an invoice in XPM.
Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.
10 votes -
New staff Experience - Assign organisation user permissions within Practice tools
In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)
9 votes -
Xero tax: live updates from IRD
In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
A synch button to do this would be helpful and save time from stopping the job until the next day to print/save9 votes -
Multicurrency - Cheque/Check Log
We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.
9 votes -
XPM - Create recurring costs / disbursements in a job
It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.
9 votes -
XPM - Timesheets Quick Keyboard shortcuts
Per the attached screenshots, it would significantly increase efficiency to be able to use quick keyboard shortcuts when entering timesheets. Specifically the + and SAVE buttons, as almost everything else can be entered using the keyboard alone.
9 votes -
Hubdoc - Allow publishing of $0.00 bills
Not an idea really but a bug which needs fixing.
A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.9 votes -
Xero Tax (AU) | Tax return - Allow us to select which schedules get printed
Have a separate tick box to include/exclude the detailed disclosure (separate from other schedules).
We would like to be able to print schedules where required but not show all of the detail for the asset and liabilities disclosure. Allow us to select which schedules get printed with the tax return, rather than the all or nothing approach.
9 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.
9 votes -
XPM - Change the automatic due date when creating a job
Set a default Due Date when creating jobs that is not 'today'.
9 votes -
Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
9 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
9 votes -
South Africa Tax - VAT report
Is it possible to get the total of the VAT due/refund on the VAT report in Xero for a period. Currently one have to do a calculation to see the VAT due/refund. Or have to generate the VAT201 report to see the amount due.
Ideal one would like to see the VAT due outomatically calculated as well as die balance of the VAT control account on one report. See attachement for an example.9 votes -
Xero Tax (UK) | Add more tagging options to the balance sheet
In Xero tax , There should be separate and separate tagging/ mapping for Net wages, Director's Loan accounts, Pension liability , PAYE liability etc. instead of common tagging/Mapping as "other creditors".
Because Reader/Practitioner may face difficulties to identify figurs in accounts reports. If Xero team provides tagging options more specific to Balance sheet items it will improve quality of Accounts report generated by Xero Tax.9 votes -
Xero Tax - Password protect returns
Can we get some some tax returns to be protected by password within Xero Tax?
9 votes -
Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)
It's a small annoyance - but an annoyance all the same.
(mostly I am annoyed with myself for forgetting the two sections are different ;)In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.
But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…
9 votes -
Invoice Branding - Contact defaults to apply when invoice pushed from XPM to Xero
Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates
Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your…
9 votes -
Xero HQ | Clients - View clients that need to file GST
Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.
You cant even generate a report for this in myIR Intermediary.
9 votes -
Workpapers - Ability to copy a pack
As some workpapers do not change from period to period and would keep the account breakdown of accounts
9 votes
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