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1341 results found

  1. 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

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  2. 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

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  3. 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

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  4. 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

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. 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

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  6. 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

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  7. 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

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. 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 votes

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    Hi 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.

  10. 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

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  11. 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 votes

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    We 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

  12. I feel like a dedicated feedback board would be useful. As I don't feel there is currently an appropriate place to give feedback and notify support of things that are not working properly.
    For example, I have the new GST returns to trial and there was an actual feedback box in Xero. Where i gave the feedback that i liked the new features but not the look. Now the feedback box is gone and I have just noticed that it tells you that there are unreconciled lines to code. But, they are for the next GST period. Plus the old…

    3 votes

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    11 comments  ·  Xero HQ  ·  Admin →
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  13. 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

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. Financial Cents has created the best practice manager I have found and would like to integrate with Xero but is not receiving much cooperation. I and several other Xero users would appreciate the integration.

    3 votes

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    1 comment  ·  Admin →
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  15. 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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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  16. line for previous assessment if return is amended so correct estimate will appear
    private use for depreciation in ledgers
    ability to export / import clients xero full ledger into our ledgers instead of manual journal

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing. 

    We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.

  18. We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.

    3 votes

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  19. 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.

    3 votes

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  20. Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.

    3 votes

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