1321 results found
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Practice - Ability to anonymize Staff login
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
3 votes -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
3 votes -
Hubdoc - Warning when drag & dropping folders
I find it very easy to accidentally drag and drop folders into another folder in the documents list and then it's gone before you even notice which folder it was or which folder it got dropped into. Please please please add a pop-up query when a folder is dropped into another folder - "do you really want to do this?"
3 votes -
ooa email
Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.
3 votesHi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
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Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
3 votes -
XPM - Matching client and export codes
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
3 votes -
XPM - Copy Standard Reports to Custom Reports & allow them to be edited/shared.
Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.
3 votes -
Practice Manager - Reassign invoice to a different client or job
Ability to bulk re-allocate invoices to different jobs and or clients.
It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…3 votes -
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
3 votes -
Xero HQ | AU Payroll - STP Finalisation Status report
Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".
3 votes -
Subscription - Select from org users when transferring
When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
This would ensure correct details, as the user name and email address is already in Xero.3 votes -
Practice Manager | Timesheets - Search job by keyword
On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.3 votes -
Workpapers - GST and PST bills should generate the date of the end of the period reported
Generated GST and PST bills should generate the date of the end of the period reported. January to March reporting should generate a report with the date of March 31, 2024 and not the date of that the bill is generated.
3 votes -
AU Payroll - Extract list of payroll clients
Bring back the ability to extract a list of payroll clients so that we can know the clients who might need assistance with EOFY payroll functions.
3 votes -
Hubdoc - Auto-Archive for specific supplier
I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.
3 votes -
XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…3 votesHi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.
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AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.3 votes -
NZ Tax - Allow for rounding in dividend, RWT and Imputation credit audit check
AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.3 votesWe appreciate your feedback on the warnings for dividend imputation credits in the IR3 with us on the idea, here. Our team do have plans to improve the warning to only be triggered by 2 decimal places.
For now we'll shift this idea to under review and I'll be back to keep you updated on when this work begins. Thanks
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AU Tax - Create custom suspend reason
AU Tax - create custom suspend reason - This would be great to use for reporting purposes when a tax return is placed on hold (or suspended).
3 votes -
Xero Personal Tax (UK) amount due column
We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.
Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.
3 votes
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