98 results found
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Sync Xero HQ and myXero practice dashboards with the names and details of the organisation
Sync Xero HQ and myXero practice dashboards with the names and details of the organisation
1 voteHey Vishal, thanks for sharing your idea!
Our product team are undergoing a big piece of work to create a single client record which sounds like it solves your ask here. It's is a single database that exists behind your practice tools and houses your client data across Xero Practice Manager (XPM), Tax and Xero HQ. You can use XPM to maintain your client information, while unlocking the value of Xero HQ when managing client organisations and staff access. This article has more information about it.
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Xero HQ - Chart of Account import to include system accounts
When you import a personalised chart of accounts you get stuck with the default numbers for the system accounts as it does not allow them to be included in the template. The result being the system accounts are dramatically out of order compared to our desired place for them in our personalised chart.
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bill
Automate Bill Entry
When emailing bills to Xero could we have every line imported instead of just one lump sum? I use different accounts for different billed items. Having this feature would save me a lot of time typing!1 voteHi Ildiko, there are multiple ways to automate the entry of bills in your Xero org.
I'd recommend exploring the advanced functionality like this through the use of connecting your organisation to Hubdoc.
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Customer Invoice Report does not have any equivalent in New Reports.
Customer Invoice Report is being retired but there is no equivalent new Report to provide a list of Invoices issued. This report is essential for monitoring invoices issued and payments received where the Xero subscription is for a non GST cash book.
1 voteHey Jill, the Receivable Invoice Detail and Summary reports have been set up with new common formats and filters that should replicate most of the functionality in the old reports.
For example, to view all your paid Invoices within a specific date range, you can run the Receivable Invoice Detail report with a filter for "Last payment date".
If that's not quite what you're after, have a chat with our support team 😊
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opening balance history
When an employees opening balance for Annual leave is changed; there is no way to trace the history of who changed it.
1 voteHey Sara thanks for submitting this idea!
This is actually already possible in our Australian payroll product.
You can find a history of changes to the employee's leave tab, including updates to their opening balances in the 'Payroll History' section at the bottom of the page.
Our Xero Central article has more information on that, and the other fields tracked by Payroll History.
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Hubdoc - US Bank support
It would be very nice to be able to import our bank statements from US Bank. Also, I would like to be able to manually do our bank reconciliations and just upload the PDF statement so I would be able to view the actual statement
1 voteHi Michelle, while not through Hubdoc, in Xero for US and CA customers we have released the an option to import a PDF bank statement. 😁
This should help automate the workflow and save you time - we have some simple steps to show the process here.
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Rules For Draft Invoices
I look after several cafes who have repeat food/beverages invoices emailed to Xero (by owner who approves them). Can you set up Draft Invoice Bank rules. For Example MILK SUPPLIER AAA = COS Beverages GST Free BREAD BAKERY AAA = COS FOOD GST Free
1 voteUntracked inventory could be used for this purpose, Xanthe - You'll be able to save description, price, account and tax rate for each item.
So for example you could set up an item for MILK SUPPLIER AAA with a preferred sales account and selecting the GST rate.
When this item is selected in an invoice these fields would be prefilled and your employee would just nee to adjust for Qty and any other detail as required.
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AU Tax | Trust & Partnerships Report - Ability to report on main business activity industry code and description
Tax Return Report - Professional Services Firms List
Can you to generate a report for trusts and partnerships to show me the Main business activity industry code and description. You only have the option to do it for indivduals and companies.
1 voteThanks for your idea here, Caroline. Our team have made recent updates and you'll now find Industry code and Industry description are now both reportable fields for the Trust and Partnership tax returns, with Xero Tax 🙂- See more on this in our Xero Central article.
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Capping leave accruals
We would like to be able to cap leave or the hours that leave will accrue on. IE Xero would stop accruing when annual leave accrual hours reach 152 hours for the year and 76 hours for personal leave.
1 voteHey Nola!
Thanks for suggesting this idea 😊
As you've found, if an employee's leave accrual type is set to 'based on ordinary earnings', then Xero will not prevent employees that work additional hours from accruing additional leave.
Instead, if you need to cap an employee's leave accruals, you can set the accrual type to 'Fixed amount each period'.
This accrual type will evenly split the employee's yearly leave entitlement across each pay run, and will not accrue more than the figure entered in as 'Hours of leave accrued annually.
You can read more about the available leave types on our support article 'Set up an employee's leave entitlements'
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Xero Tax(UK) - Increase the 100 characters limit for text in 'Reason for Reducing Payments on Account'
Currently the 'Reason for reducing payments on account' on the 'Payments on Account Screen' of personal tax is limted to 100 characters. It's not enough!
1 voteThanks again, John - Happy to confirm that this is now in place and you'll find you shouldn't be restricted to 100 characters any longer. We've lifted it up to the 0000's 😁
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US Hispanic Activ...
I was surprised to see, during a quarterly product update, that you refer to the US Latinx community as Hispanic. Please consider changing that. Here's an article that might help you understand why this is important: https://www.teenvogue.com/story/problematic-history-of-hispanic-word
1 voteHi Julia, thanks for sharing this feedback.
I’ve reached out to our education team to share your feedback and resource, and get a better understanding of how we choose the language in our quarterly product updates.
To provide context - we’ve used the term ‘Hispanic’ here as that’s the term used by our Los Xeros group, which is made up of Hispanic and Latinx employees and Xero ambassadors. Based on this we'll continue to use the phrase Hispanic in addition to Latinx, where appropriate.
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Director ID filed in Contact
It would be helpful to have a Director ID field for contacts within an entity in XPM. There are instances where we act for the entity and not the individual Director. We are therefore not able to store the Director ID in the same way for an individual client.
1 voteHi Christine, there's an additional field in the 'Tax and Company' section of the client details page where you can record the Director ID, as well as fields for the client verification details - More in our help here
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Personal Tax (UK) | Add Box 53 CGT UK ITR
It's not currently possible to tick box 53 of the UK ITR CGT pages to state that the return contains a valuation - can this be added. Otherwise the software is not useable when you have a CGT disposal with a valuation or estimate
1 voteHey Wendy, 👋 thanks for raising this idea. I'm popping in to switch it across to delivered! We recently rolled out the ability to tick box 53 for NRCGT, so you will be able to do this going forward 🎉
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Quotes: At present the only way i can print a quote is by sending it to myself on email. Could you please give an option to print to pdf
Quotes: At present the only way i can print a quote is by sending it to myself on an email. Could you please give an option to print a quotation to pdf
1 voteHi Elma, thank you for your idea here.
We currently have the ability to Print PDF for Quotes — please see the attached image below.
Please feel free to round-back to us if the idea here is for something different.
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Hubdoc - ability to recognise duplicate documents
Hubdoc doesn't recognise duplicate document uploads, this is an important feature that is common in all other document handling software I have used in the past. Please add this feature to enable us to utilise the auto publish feature with peace of mind that we won't end up with many duplicate supplier invoices in our accounts.
1 voteWe can now happily say this has since been released and you can start enjoying the benefits.
You’ll notice that duplicate detection picks up on any documents that have been uploaded more than once. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and let you know that a dupe has been detected. You can then either move the dupe to the trash, or mark it as not a duplicate if it’s been uploaded again for good reason.
Check out our blog post for more on this release and don’t forget that if you need an extra hand with your Hubdoc queries, our support crew are always available.
We hope that this feature will save you time and reduce errors in your bookkeeping so you can spend less time double-checking documents and more time on tasks you’d rather…
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Xero Tax - Suspend Activity Statements
The new Suspend Tax Returns feature for Xero Tax is great! However could this feature please be applied to activity statements as well?
1 voteHello everyone, we want to let you know that this feature is already active in XPM.
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Delivery Note
Xero is great for our Business, the only thing missing is a DELIVERY NOTE!!!
Can you please look into it, allowing us to create Delivery Notes once the job has been invoiced.Thank you,
Kind regards1 voteThanks for taking the time to share this with us.
We recently released the ability to create packing slips when printing with new invoicing. Check out our support article for more info!.
Though this might not meet the exact criteria of every business, but it meets the core needs of customers that need a simple solution. If you're finding this doesn't work for you, check out our app store to see if there's any third parties that could help you out instead.
As this feature already exists, I'll go ahead and mark this as delivered. -
Document Packs - Delete and Resend functions
The Document Packs needs a delete and resend function.
The delete function is necessary when client cannot open a document sitting in their Xero portal. The client can't delete it. We can't delete it. If we could jump into Document Packs and delete and/or resend, just like we do in Xero Tax, it would save a lot of time and frustration for both accountant and client.
The resend function is also necessary when a client doesn't receive the email asking them to sign a document. The work around whereby we have to phone the client and walk them through logging…
1 voteHey everyone, we've been taking all your feedback on board, and focusing on ways to give you some of that time back to do better things.
With the team's latest enhancement you can now send personalised reminders to clients that still need to sign any document that was sent through document packs in Xero HQ, which should help you resolve these sticky situation you've mentioned above 😊 - See detail on how to use this in Xero Central.
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