1465 results found
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AU Tax - Copy last years tax return format
The ability to copy and use the prior year's ITR template to enable early lodgments for substituted accounting period. e.g. trusts with 31 December balance dates which are due for lodgement on 30 April, but template isn't ready until 1 July.
2 votes -
XPM workpapers - After document is closed, you are navigated to the prior page with original conditions.
Make it so that when the document is closed, it returns to the same page with the same selection conditions that were before working in this document?
2 votes -
XPM - Include statement in personalisation settings
Include "Statements" in the XPM Business\Settings\Personalisation - Email Sending Settings section so that emailed customer/client statements are sent from the practice and not the individual staff member email address who may happen to have emailed out a customer/client statement.
2 votes -
XPM - Include category when copying job
When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.
2 votes -
AU Tax - IF fields in Cover Letters
Would like the option to input IF fields into our tax returns like we can in Activity Statements. I have found I have so much more scope in editing my cover letters by putting in IF fields (eg IF the amount is payable, put in the line about the payment details. IF the due date is already past, replace the date with 'As soon as possible' etc)
It would be great in general to see more functionality in the cover letters - especially more merge field options, IF fields, and other extra lines depending on certain criteria within the return…2 votes -
Xero Sign - Increase number and allow renaming of custom Xero sign templates
Be able to label custon Xero sign templates and add additional custom templates.
2 votes -
Document Packs - Filter by user who sent / created pack
Filter Document Pack by who sent/ created it
2 votes -
Xero Tax AU - Add Compare Functionality to schedules
For the prior year comparable option in Xero - The compare functionality is only on the main forms, but can you include on schedules?? The prior year comparables only seem to appear re the Form C Disclosures, not any accompanying schedules - would love this feature to be so the comparison can be printed out
2 votes -
XPM - Option to upload Xero Ask attachments to Xero Files
An option to have uploaded files in Ask to be added to Files. Currently have to be downloaded and then uploaded again to Files. It would be more efficient to have the option to add directly to Files
2 votes -
Job Manager - Show completed employee's tasks for jobs with multiple staff allocation
On JOB MANAGER - If more than one staff member is allocated to a job with multiple tasks a icon / green tick / should be added next to a persons name or the name should be highlighted if all their tasks in that specific job is completed. That will help with recon process for managers, without having to go into the job every time to see which staff member has to still complete their tasks.
AS ATTACHED IMAGE - OUR PRACTICE WILL NOW KNOW ANEL HAS COMPLETED ALL THE TASKS ASSIGNED TO HER IN THIS SPESIFIC JOB WITHOUT NEEDING…
2 votes -
XPM - Option to Publish a report dashboard for clients
I would love to build out a customizable reporting dashboard for each client, that I could grant specific access to. It could include specific monthly reports, live reports (like a rolling 12 month p&l for example) or widgets with live reports (for AP and AR) like on the current Xero dashboard. Perhaps include some KPI calculations. As an accountant, I could prepare the dashboard for each client's needs, and then email them a link to the dashboard each month when the accounting is updated.
With a simple dashboard like this I wouldn't be shopping for outside reporting tools like reach…2 votes -
Practice Manager - Convert a client to a contact, and vice-versa
We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.
2 votes -
Settings - Warning message for COA changes
Consider a warning message when changing the COA type saying that ' Report Code is assigned to this account and it will disappear from current view and you will have to code it again'
2 votes -
XPM - Time Scanner & Tracking
Similar to Xero Receipt Scanner, but just for timesheets
A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.
2 votes -
Xero Tax (SG) - Show Net GST Amount
Previously it will show the Net GST amount without finalised or filed. However, now it require to do it in order to display. Would suggest to always display the amount for our summary, instead click into detail page.
2 votes -
Reporting / Billable Expenses - Cost of Sales between the invoice and its source bill
Reporting - it would be helpful if it was possible to draw supplier bills that have been assigned to a customer with the relevant customer invoice to compare raw figures of income against cost of sales. At the moment this is not possible. My CEO regularly asks for the info between COS and invoice amount. I am currently trawling through 50 invoices over a 2 month period for one supplier.
2 votes -
Xero Tax (UK) | Ability to choose rounding accounts
It would be really useful to be able to apply rounding adjustment (similar to those on the SOCE) for items in the accounts, but done on the face of the accounts. For example a use of home allowance will be a journaled amount each year, usually the same year on year. On a large number of accounts that i have produced recently this is rounded up one year and then rounded down the next year. This makes the accounts look messy and no amount of journaling the figures on the trial balance (which wastes significant time) will get this to…
2 votes -
XPM - Edit 'to-do' list items
If you currently want to edit a line on the to do list you have to create a new line and enter the data, than delete the previous item.
It would be great if we could have an edit function on the to do list so we did have to add the extra step of recreation2 votes -
XPM Custom Reports - Bulk select new fields to add
It would be handy to be able to select (and deselect) in bulk when adding fields to a custom report. Currently, you can only select one item at a time from a dropdown list. It becomes very confusing when adding multiple fields, particularly when you have to keep scrolling down to find the field that you need. Also, it is difficult to determine which fields have been added etc.
it would be useful to have checkbox function to select and deselect the required fields.2 votes -
Xero Practice manager - contacts
Client Contacts - Option to Link to a Client Record + Data Synchronisation
2 votesHey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
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