1319 results found
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Workpapers - Edit prepayments
Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.
4 votes -
Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
4 votes -
XPM - Missing Time
Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.
4 votes -
Practice Manager | Permissions - Staff ability to view billing client
We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.
We would like the Access Financial data tab broken up to enable staff to see the billing client.
4 votes -
AU Tax - Cover Letter Template to include Spousal Tax Information
The Cover Letter shows the Taxable income and refundable/payable amount, can it also then include spousal tax return information so we can send one cover letter for two tax returns.
4 votes -
TPAR - Ability to add more than 12 rules
TPAR - Ability to add more than 12 rules. Some clients like to separate out each type of subcontractor they have on the books and end up with a lot more than 12.
4 votes -
Personal Tax (UK) | SA102M Ministers of Religion pages
I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.
4 votes -
XPM - Connect Microsoft Outlook for client sync
I have just learned that XPM does not connect to Outlook and thus Client data is not synced. I thought this would be the most important information to sync with outlook, Afterall clients are who accountants communicate with most.
4 votes -
Practice Manager | Recurring job - See more detail
Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.
4 votes -
Intrastat Declaration reporting
Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.
It would make reporting this information so much easier.
4 votes -
Xero Tax (UK) | Auto journal corp tax and lock the accounts after filing
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
Hubdoc - Failed tab notification dot
It would be really helpful if there was a way of adding a notification dot on the "failed" tab in Hubdocs to alert the user to any documents that have not been published. We have often had documents that have failed but forget to look on the failed tab. A reminder dot would be so helpful and probably quite easy to install into the programme. Is this possible please?
4 votes -
User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
4 votes -
Lock date - Auto lock once accepted by Companies house in Xero Tax
Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.
4 votes -
AU Tax - Loan accounts to appear in Liabilities when imported
see
CX0014715231.When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge
4 votes -
AU Tax - Retrieve Post Billpay & PRN from ATO
See CX0014786193 and
CX00141959901/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?
2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?
3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?
4 votes -
Xero HQ - Sync custom fields and client notes
Sync all data to Xero HQ.
We have been moved over to single client record and need notes and custom fields to be synced as well please.
This would prevent the need to manually update client records and prevent risk of out of date data.
Thank you.
4 votesThanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.
We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this here.
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XPM - Add customisable productivity reports
Productivity Reports
I am using report builder to create a productivity report for my staff. What i would like to show on the report is:
Capcity reducing time + billable time + non-billable time = total time for week
I would then like a productivity percentage calculated as billable time / (billable + non-billable).
I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.
This will then tell me…
4 votes -
Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
4 votes -
XPM - Prioritise Job List
In the job list screen, it would be great if you could either customise the "priority" so that jobs appear in the order that you need to complete them or if you could simply move them to the order that you would like to complete them in.
4 votes
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