1060 results found
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1 vote
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Xero Tax (UK) | Statements for Community Benefit Society Company
To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.
1 vote -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
1 vote -
XPM - Set custom fields to show for specific client types
The ability to have certain custom fields show up for specific client types.
For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.
Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.
1 vote -
Xero Tax: Pull contact information from completed W9 form
It would be great if Xero could extract data from the form W-9 and update the associated fields in the contact.
1 vote -
Personal Tax (UK) | Display most recent IR mark on main tax page
Show the most recent IR Mark for Personal Tax returns on the main page rather than having to download the SA100 to view it.
1 vote -
AU Tax - Option to hide TFN on printed CURNN form
AU Tax - Printing Return Not Necessary tax returns
Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added to CURNN- Return Not Necessary would be great.
1 vote -
Practice Manager | Link custom fields in Jobs & Clients
In Xero Practice Manager - The Custom fields that can appear on the Client and Job are not common data. Eg. When you update a custom field on the Job the information does not flow through to the Client page where this is also displayed. This would be very helpful for a workflow to update in both places.
1 vote -
Practice Manager | Client - Auto archive prospect if lead is 'lost'
If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?
1 vote -
AU Tax - Affiliate scheme for non-BAS / tax agents
Ability to become an affiliate if not a BAS agent or tax agent.
I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.1 voteHi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
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Xero HQ - Copy & paste organisation name and hyperlink to org in one
I'm being advised My Xero will be being replaced with Xero HQ. As an admin, one of my key roles is to grant user access. I like to confirm the access by sending/responding to the request with an email. In My Xero, I copy the name of the entity, and it's associated hyperlink, into my response email. When I do this in Xero HQ, there is no hyperlink associated with the entity name which means I need to navigate to the entity, grab the URL and hyperlink it manually.
1 vote -
Practice Manager | Personal Tax Returns - Share previously submitted when transferring to a new partner account.
The ability to transfer over previously submitted personal tax returns when transferring to a new partner account.
1 vote -
Xero HQ | Clients - Option to assign Chart of Accounts when creating a new Client
When setting up a new client in Xero, it would be great if we could select from a drop-down list the chart of accounts that we need instead of Xero automatically assigning one as we have found that it is assigning the wrong COA to the entities that we are creating. As an example - we have set up a Trust but have been given the COA for a Sole Trader. If we could have selected the Trust COA from a drop-down list, I believe it would give us a more accurate COA without the need to do so much…
1 vote -
Xero HQ: When changing organisations, show more than five organisations in the drop down list
When changing organisations, it would be great to see more than five.
Suggest you show them all so we can scroll until we find the one one want, not just rely on using the search to type in the name of the organisation, if it doesn't appear in the current list of five
1 vote -
Practice Manager | Invoicing - Sync Location and Staff Tracking to Xero
Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.
Currently has per job / task the function to track this but it only allows 1 selection for each.
The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.
1 vote -
Practice Manager - Incorporate My Xero
Please incorporate myxero into practice manager. at the moment there are MyXero, XeroHQ, XPM and XeroBlue all have different but similar settings, which makes thing very confusing.
1 vote -
Xero Tax (UK) | Statutory balance sheet - Ability to edit headings
Can we make it possible to amend the 'Shareholders' funds' heading on the statutory balance sheet for companies Limited by Guarantee.
(or remove the assertion in the Xero Tax guidance that it works for companies Limited by Guarantee)
1 vote -
XPM | Job Manager - Ability to add to due date options
It would be able to add test to due date drop down. Such as "due on settlement".
1 vote -
Report Templates - Custom Chart of Accounts
Have the ability to create report templates using a different set of COA's rather than the Xero standard version.
1 vote -
XPM: Add weekends to time summary report
Time Summary to have the ability to add weekends
1 vote
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