1465 results found
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Practice Manager - Timesheet report for leave
Would be great if we could run a report detailing which staff have taken leave (annual, personal) during the period to confirm it agrees to leave entered in Xero Me.
2 votesHi Sally, it looks like you're based in AU in which case the Leave requests report might be of help to you here. It'll show you the start and end dates, as well as units and dollar amount. It can be run for all, or specific employees for the period.
I see you've started this idea under Practice Manager so let me know if there's something I might be missing in your idea, here.
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AU Tax show non refundable tax offsets on estimate
Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.
2 votes -
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.
2 votes -
Workpapers - Attach Document to Query
Ability to attach a document to a specific query on the accountant end.
Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.2 votes -
NZ Tax - Ability to search tax transfers by From and To client
Currently the search only looks for Recipient name.
Would be good to have an explanatory note to that effect in the Transfers tab.Further, and even better would be ability to search the From names as well.
2 votes -
hiding partners information from staff
copy the functionality of access Handisoft to be able to hide details of partners and their own entities from staff in XPM. They can see TFN for example. In Handisoft they can'r even see an address much less who in in the partners private group.
2 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…2 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.
2 votes -
Practice Manager - Highlight Client name in My timesheet information
My Timesheet Information View
Highlight/Bold the Client name for each entry.
Make a hyperlink for.
When reviewing timesheets is easier to think in terms of the client than the job name.2 votes -
Practice Manager | Notification when tax return sent to raise invoice
Can you create a way that when we send out a Tax Return to be signed in Practice manager, Xero sends a notification to the admin team at the same time so they can create an invoice.
2 votes -
Hubdoc - Ability to move invoices between entities
We have a group of entities, all on Hubdoc.
To save having to communicate with all suppliers which individual email they should use, we would prefer our group invoicing email to bring invoices into a central area on Hubdoc, so the invoices can then be dragged into the relevant entities2 votes -
XPM - Create recurring costs / disbursements in a job
It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.
2 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.
2 votes -
AU payroll | Superannuation Payment Reporting - Column for Paid on time and Paid late
Subject: Enhancement Request: Superannuation Payment Reporting
Dear Xero Team,
I am writing to suggest an enhancement that would greatly benefit our operations during tax return preparations. Currently, distinguishing between superannuation contributions paid on time and those paid late is a time-consuming and sometimes confusing process, especially for newcomers. I propose the development of a comprehensive report within Xero that automatically categorizes superannuation payments into 'Paid On Time' and 'Paid Late' based on statutory deadlines. This report should allow users to select specific quarters or custom date ranges, include detailed breakdowns with payment and due dates, and offer export options in…
2 votes -
Transaction list showing unapplied payment amount
We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.2 votesHi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?
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Generate a supplier payment list
Payment List
Is there a possibility to add tick boxes to the supplier age analysis? The tick boxes would allow you to produce a payment list of only the ticked suppliers.
The payment list can then be printed in pdf and sent to the payment department.2 votesHi Bianca, would this be the Aged Payables Summary or Detail reports that you're looking at? Within this report you'll be able to add a Filter for Contact where you can select only the contacts you'd like to see amounts for.
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Xero Tax (UK) | CT600 electric cars
why can't Xero resolve this. I assume it will be worked on to provide full functionality afterall it is common for companies to buy electric cars.
We have an update from our product team:
'On the Capital Allowances screen they can claim FYAs (add the addition line and in the FYA drop down choose standard) but the amount will be included in box 705.
"We don’t currently populate box 726, zero emission cars. If this applies, an HMRC note can be added on the CT UI. The HMRC note box is found at the top to the right of the…
2 votes -
XPM - Job import preview
Regarding XPM > BUSINESS > SETTINGS > IMPORT
can you make the function similar to blue xero bank feed import? Namely,
- in blue xero, it gives you a preview of what the import file will look like on the bank account before clicking import?- one time i mixed up the job name with the client name field. and instead of warning or coming up with the error, it just created new clients upon import. I had to delete so many incorrect clients created from that job import
2 votes -
Xero HQ - Show and export list of organisation subscribers
Would be useful for tracking purposes to have ability of exporting clients list together with table informing who is subscriber. At the moment even filter like that cannot be applied to display clients in Xero HQ.
2 votes -
XPM - ABN field for Custom Templates
Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM
2 votes
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