1430 results found
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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 -
Project Summary report - Include who project is assigned to
Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.
4 votes -
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 -
Hubdoc - Automatic file tagging
The ability to assign a tag to a file and have subsequent files uploaded be tagged.
4 votes -
XPM - Insert a merge field/placeholder into Task description
It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.
4 votes -
Tax - A shortcut CGT entry
Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.
4 votes -
AU Tax - R&D Schedule to automatically fill Part B7 and Part B9
The R & D Schedule does not automatically pull through the following items in the tax return:
R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.
Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B
4 votes -
NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
4 votes -
NZ Tax - Generate all provisional tax payment letters prior to the due date passing
IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.
4 votes -
Xero Tax - List of payments made to IRD
We would like to be able to run a listing of physical payments made to IRD by clients over a date range that shows the client name, IRD number, payment date recorded by IRD, tax type and the tax period/year that it was applied to.
This would enable us to easily identify when clients pay tax to the wrong period.
4 votes -
Xero HQ - Make Analytics and Analytics Plus available in HQ
Why is Xero Analytics and Analytics Plus not available for Xero partners within Xero HQ? Is this currently in consideration because it would be extremely useful to promote to existing clients who are currently using other BI tools that have no API connectivity with Xero and making the financial analysis process much more complex than it should be?
4 votes -
XPM - Ability to raise final invoice
Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.
4 votes -
Workpapers (UK) | CT Workpaper - Marginal Tax relief
Please could we update the Corporation tax Working paper in the UK in Working papers for Marginal tax relief.
It's fairly useless without it as the final figure does not agree at all to the value of the CT. Unless it's fudged and then you can't see the computation.4 votes -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
4 votesHi team, we appreciate your involvement in Xero Product Ideas and letting us know the value of this idea for you. While it's not something we have direct work for atm, we'd like to get a good sense of the interest by continue to track through the community here. We'll update if there's any news. Thanks
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XPM - Notes & Fonts option on Recurring jobs
Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour
4 votes -
Reports - Show/hide the Report Builder (header) when printing to PDF
Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.
4 votes -
Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment…
4 votes -
Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation
The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.
4 votes
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