1060 results found
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Xero HQ | Clients - Ability to add start date for when a client began using Xero
It would be useful to see a date when a client started using xero without having to try different dates in the audit trail.
1 vote -
NZ Tax - Add Deemed Settlor and Power of Attorney relationships
With the change in the NZ tax legislation it would be great if we could have a "deemed settlor" as a relationship which can be different to the settlor as recorded in the trust deed
Also would there be any way to include a relationship for the power of attorney - a number of clients have these and it is handy to be able to actually set them as a relationship instead of just as a contact
1 vote -
XPM: Include note title in new note notification
Using notifications are a great way to communicate on a job and keeping the history of the same. One frustration I have is when a new note is created I get a notification to tell me a new note has been added but I do not know what the subject of the new notification is from my on screen notification. This can be a problem as some notifications take only a few moments of my time whilst others require me to set aside a substantial amount of time, but I cant tell which it is from the on screen notification.…
1 vote -
NZ Tax - Set default payment letter templates for clients
We, as a tax agent, would find it extremely useful if we could set a default payment letter template for each client - maybe have a selection option on the client page. Then when we send out bulk payment letters we know they are going to receive the correct details each time.
1 vote -
Workpapers | Equity - Current year P&L reserve
It would be great if the equity workpaper allowed for current year P&L reserve. This allows you to double check once the dividends are posted that the Equity section is not negative.
1 vote -
Clients - Add "Other Name" as a viewable column
Regarding the newly added "Other Name" for individuals and sole traders the following:
Please add this field as a column on the screen that lists all the clients.
The reason why we are urgently asking for this is that we only use Initials + Last Names in the display name (as this works better on reports and invoices) and we have multiple individuals with the same last name (even with the same initials). If the "other name" is shown on this screen, it would make it so much easier to select the correct client to work with.
Please see the…1 vote -
Practice Manager | My reports - Open report in report designer
When running a report from My Reports it opens first on the Report Designer page allowing you to check/change the parameters, rather than having to revert to the Report Builder and Custom Reports to do so.
1 vote -
Xero Practice Manager: Generate daily productivity breakdown
Timesheet. Be great if you could see a visual (graph) of your daily timesheet rather than just the time 24 hr posted list. Then you could get a visual of how long and for what hours you spent on each job, eg 8am to 9am job A, 9am to 11am job B, how long you didnt work eg lunch and it would be heaps easier to see if you had made any errors in submission of time. Even though there is the time summary graph which shows hours worked, it doesn't help troubleshoot if you think your time not correct…
1 vote -
AU Tax - Navigate to tab last on after viewing/editing a return
In "Tax" tab, at the moment if youlook up a return in "draft" then go back you are automatically taken back to "All Returns" - if you were able to stay in the same heading that would save time rather having All Returns as default
1 vote -
NZ Tax: Support for inserting Anchor Tags to tax return
NZ Tax
Currently, in XPM it's only possible to customise a cover page of a tax return. However, it's not possible to customise the actual return including the last page.
We'd like to be able to customise the last page to enable an anchor phrase to be entered to assist preparing templates for DocuSign automated signing platform.1 vote -
Practice Manager - Editable navigation on a per user basis
The ability to customise the data and the order in which data is shown on the Dashboard in XPM from either a user or practice level
1 voteThanks for the detail in your response, Stacey and I'd highly recommend sharing the link to the idea here with others in your business that'd find this useful to help us get a better sense of the overall interest.
Being open while appreciate the ease this would create for individual users, building customisation at this level would be quite complex. Not something we have plans for at present but we'll get a sense of the interest here. 🙂
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Advisor Reports - Allow users to enter dynamic date ranges
Hi can you please add in a function to the adviser reports that allows the users to enter in dynamic ranges, such as current date but can also be extended to other fields. As I do not want to be pulling in a new template each time this error occurs, I would like to just amend the pages by inserting the new date reference.
1 vote -
Practice Management | Financial reports for non Xero clients
Ledger system for Company Financials
I have just changed from Reckon Elite Practice Management to Xero Practice Management.
EPM allowed me to enter data from GL summaries from clients various accounting software, prepare year end journals and generate Financial Reports etc.I've found the Financial Report templates in HQ but can only use for clients with Xero subscriptions.
I would like to know what others are using for the above purposes if their client is not using Xero as their accounting software.
1 vote -
Xero HQ: Remove date range from footer in Shareholders resolution template
In a shareholders' resolution template e.g., to appoint new directors you currently cannot get rid of the line that says "For the month ended 30 September 2022" or "For the year ended 31 March 2022". I actually want to eliminate that entire line as the date is at the bottom with the signatures or at least have the ability to only have one day at the top of the report.
1 vote -
Practice Manager | Reports: Update fields to be the same value
When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.
This is causing unnecessary extra work for us to fix it manually every time we run the report.
The report should show the same value as how it's entered.
1 vote -
Conversion Toolbox - Populate Reference for imported invoices
When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.
There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.
1 vote -
Hubdoc - Extract commission and VAT payable from sales invoice
The ability to deal with purchase commission on a sales invoice
If you sell goods at an auction they will send you a sales invoice for the transaction with the bottom line being the net value (Sale of goods less any commission and vat payable to them). It would be helpful if Hubdoc could deal with this all in one transaction.1 vote -
Invoice templates: Descriptions for advanced invoice fields
Currently the only way to view form fields for Xero Blue invoicing and email templates is in the editor, without an in-depth explanation as to what field actually does. More detail into which field does what would be appreciated, as some are a bit confusing just based off the name.
1 voteHey Evangeline, you can find a full explanation of each advanced template field on our Xero Central article 😊
Looks like that explanation isn't available inside Xero itself though, so thanks for popping this idea through!
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Singapore Tax - Ability to see gross value before tax subtotals for each tax category
gross value before tax subtotals for each tax category
1 vote -
Workpapers - Add 'Go to Query' link for internal and review queries
Under the Queries tab, Internal Queries and Review queries should contain a link to where the query was posted, so reviewer/prepared, can be taken to the specific item - Eg. Preparer makes note for income item under A5 - Analytical Review, Link should be enabled so Reviewer can be directed to query sitting under A5 - Analytical Review.
0 votes
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