1321 results found
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XPM - Separate set of state for different jobs
Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers
Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.
3 votes -
XPM - Ability to change to-do list
Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.
3 votes -
AU Tax - Deductions in tax returns based on ATO Benchmarks
It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.
3 votes -
Xero Tax (UK) | Add 'Other' category for PPE
It would be great if there was an 'Other' category tagging option under PPE.
We have PPE in our ledgers that doesn't sit under any of the options currently available.
3 votes -
NZ Payroll - we want team leaders to see information and manage leave just for their own teams.
Our clients want their team leaders to see information and manage leave just for their own teams. i.e. Don't want to give every team lead payroll admin re confidential information of other team leads/staff.
2 votes -
Client Insights - Ability to filter on GST registered / period
Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.
2 votes -
Detailed statutory accounts
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
2 votes -
Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
2 votesHi Sally, just to check when you say you'd like to freeze the header row would this be the Report settings at the top of the screen?
Currently column headers in majority of reports are frozen so you can see these as you scroll through reports.
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UK Tax | Partnership tax - SA801
Please add SA801 Property Income Pages to the Partnership Tax as we have a few partnerships with rental income.
2 votes -
Account transactions group by year
In the Account Transactions report, the Grouping / Summarising box should allow you to group/summarise by Financial Year.
For example so you can look at multiple years in a row, but you still get subheadings/ breaks for each financial year. This would be really helpful when looking at recurring expenses like finance / insurance payments.
Thanks
2 votes -
Xero HQ | Ask - More format options
The functionality to format text with bold, italics, and underlining.
The ability to apply multiple highlight colours to text, as well as different font types and colours.
The retention of multiple paragraphs within the 'Ask' feature is necessary. The current limitation, which merges all paragraphs of a question into a single block of text upon sending queries to clients, may lead to confusion and diminished clarity in communication.
The files that advisors attach to questions currently disappear after clients answer. These files should be retained within the queries to ensure both advisors and clients have a comprehensive view of the…
2 votes -
Xero HQ - Copy all client tax details into their Xero organisation
Maybe I'm missing something (integration settings perhaps) but if I enter a personal tax client's details into Xero HQ, then only some of this pushes into Xero Blue and I have to re-enter certain details like client code, email address etc as well as new fields such as sales defaults. Similarly, not all of the data pushes into Xero PM and the UTR/NI number have to be entered again. Is it not possible to have a Xero HQ as the single point of entry which then updates all fields in Xero PM and Xero Blue?
2 votes -
Client list rental property
Generate XPM report to list clients with Rental Properties.
2 votes -
Report Templates - Add *any* Xero report to the template
It would be good if any report you can already run in Xero could be added to a report template - this would include GST reports (activity statement and GST reconciliation), payroll reports etc. That way instead of having to manually extract each of these reports for each client we can just do it in bulk through one report template.
2 votes -
Custom report formula - formula can look through a closed group
It would be very handy to be able to create a formula in a custom report that could reference a group/custom row that sits within a closed group as sometimes you need these rows in order to drive the formula but they dont add any helpful information to the final report.
2 votes -
AU Tax - Exclude Xero figures from worksheet when importing xero data
We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.
2 votes -
AU Tax - Rental schedules with comparatives on the same report
I have a client who holds 4 rental properties all of which had significant differences from the previous year creating a large increase in tax payable. They have asked for an explanation, and it would be more efficient and easier for them to understand, if the comparatives could be on the same report as the current years figures so they were only looking at 1 piece of paper for each property. You can see the 2 years information on the screen but it would be preferable for some meetings to be able to have a hard copy. Thanks
2 votes -
AU Tax - Add a Next button to the Managed Fund distribution
Add a next button to the managed fund distribution page in xero tax.
When a client has 10 or 15 managed fund distributions that have imported from the pre-fill you have to go back and click on the next one and it is hard to keep track that you have reviewed every single one. (And deleted the 0's this is a separate idea)
If there was a next button so you can just start at the top and work your way through all the distributions to review them it would make this much easier.
2 votes -
Ability to enter dates directly in formats other than dd mmm yyyy
Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors
2 votesHi Jonathan, is there a specific feature within Xero that your clients have commented about this in? In many places throughout Xero they should find entry of a date using dd/mm/yyyy or dd-mm-yyyy is accepted. We also have shortcuts mentioned in Xero Central that you could share with your clients to help them understand other keyboard actions that can help with their data entry.
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Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.2 votes
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