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1343 results found

  1. Document Packs - Download all documents in the document pack at once

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
    It would be great if birthday messages are sent automatically out of XPM.

    6 votes

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  3. Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…

    6 votes

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  4. Ability to produce a computation for the current tax year, commonly used for forecasting liabilities and dividend planning. Seems to be available as standard from other software providers.

    6 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi team, we're grateful for your engagement and letting us know the changes that matter to you.

    While we don't have immediate plans for enabling the ability to produce a computation for the current tax year, we're keen to continue gathering support and understand the interest from the community in this idea. We'll let you know if there are any updates around this, here.

  5. In the new job manager Adhoc jobs no longer appear in the all jobs list.

    As part of our Adhoc time review we would turn an Adhoc job into a regular job by changing the name, adding a budget, updating date etc. We have just done this for 50 jobs but they don't appear in the all jobs list.

    There needs to be a way to turn an adhoc job into a regular job. Creating a new job and moving time is an unnecessary step when an adhoc job appearance doesn't look any different to a regular job.

    This is…

    6 votes

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  6. Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.

    We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.

    This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.

    6 votes

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  7. 6 votes

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     ·  1 comment  ·  Admin →
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  8. It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.

    6 votes

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  9. All other access roles can be done from HQ, except for this one.

    Frustrating when this access has not been given to the staff member (overlooked) and staff member needs to create ABA file and cant.

    6 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
    Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
    I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…

    6 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  11. Link Xero Ask to XPM Job Numbers. We want to use Xero Ask, but we need it link the questions to specific jobs as well as specific clients.

    6 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. Is it possible to have a "heads up" on what changes are being planned.
    For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
    This then leaves us asking for the change to be undone.
    If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.

    6 votes

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  13. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. Hi
    We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.

    6 votes

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  15. Is it possible to have the starred clients as feature in reports? If we export a client list, we can't see which clients are the 'starred' (main contact for the group in our case). It would be super handy when trying to get a list of our main contacts and easily remove the clients that aren't starred.

    6 votes

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  16. Day time contact number in individual tax return.

    Individual tax return cover page has two options
    Mobile number and day time contact number
    day time contact number is by default picked up from practice management setting which is practitioner number.
    there is no a way to change this day time number to client contact number automatically.

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

    It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

    Thanks

    6 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  18. I have two situations where the billing in the financial part of the system was being charged by staff rate instead of by task rate. I am not sure why this occurred - possibly human error. So I created new jobs and tried to move the paid progress invoices to the new jobs but it isn't possible. Is there any way that we can move invoices in XPM from one job to another?

    6 votes

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  19. With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. WITH THE UPCOMING CHANGE IN CORPORATION TAX RATE (6/4/23) IT WOULD BE A NICE FEATURE IF THE PROFIT ALLOCATION IN ACCOUNTING YEARS STRADLING THE TAX YEAR END COULD BE TOGGLED BETWEEN "ALLOCATION ON DAYS" AND "ACTUAL ACCOUNTS" SO THAT THE MOST BENEFICIAL TREATMENT COULD BE USED FOR CLIENTS NEXT YEAR (IE USING THE METHOD THAT PUTS THE LARGEST SHARE OF THE PROFIT INTO THE PERIOD UPTO 5/4/23) - NEEDS TO BE AVAILABLE FOR 04/2023 YEAR ENDS AND AFTER

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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