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  1. 45 votes

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     ·  11 comments  ·  Xero HQ  ·  Admin →
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  2. XPM - Lock timesheets when a draft final invoice has been prepared.
    We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.

    45 votes

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  3. Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.

    1. It would be quick and easy to identify gaps you are missing
    2. Being able to drag them to extend or reduce entries
    3. Being able to copy and paste an entry. Make for faster input.
    45 votes

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  4. Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes

    45 votes

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    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

  5. I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.

    45 votes

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  6. Could there be an extra column where you can tick multiple jobs so that the job status can be updated. Not only one job at a time.

    44 votes

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    Hi everyone, thanks for your appetite and sharing interest in the idea here. Our teams have been working on development of the Job Manager table and we'll soon release the ability to make bulk actions, including being able to update the job state of multiple jobs at once. We'll move this idea across to working on it, and I'll let you know when it's here! 

  7. There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!

    It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…

    44 votes

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     ·  6 comments  ·  Hubdoc  ·  Admin →
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  8. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    44 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  9. It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....

    44 votes

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  10. Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
    Also should be able to print a draft/published TPAR from a client's…

    44 votes

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  11. When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.

    44 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

    43 votes

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     ·  23 comments  ·  Workpapers  ·  Admin →
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  13. It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.

    eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.

    43 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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  14. Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.

    42 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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  15. Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position

    42 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  16. Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
    Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?

    42 votes

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     ·  9 comments  ·  Hubdoc  ·  Admin →
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  17. Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.

    42 votes

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    9 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, as Charlotte has mentioned below, this is not a feature we are currently planning to introduce due to other commitments. However, we will continue to monitor this ticket.

    In the meantime, as a workaround, the adjustment can be manually entered in both the self employment and partnership schedule.

  18. Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.

    42 votes

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  19. If a client fails to pay the first installment of provisional tax why is it then added to the next installment and then P1 shows as nothing due. This is incorrect, the amount due at P1 is still the same (per the IRD), the debt at P1 has not moved to P2. What happens for client's who have RIT over $60k?

    41 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  20. For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.

    It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).

    41 votes

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