1465 results found
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Xero Tax (UK) | Option to prepare a CT600 only
It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.
2 votes -
XPM - Timesheet Credit Option for Team Members
Would be great for team members to be able to enter timesheet credits for flexitime hours over their standard daily hours, without having to enable the Financial privileges option in Staff settings (as this then provides visibility to all timesheets, ability to lock/unlock timesheets, ability to enter time for other team members, along with various practice financial report features etc).
2 votes -
Xero HQ - Bulk update client industries
Bulk update industry classifications in Xero HQ. Import the data through a csv file.
2 votes -
Hubdoc - Support for HSBC statement extraction
Would like HSBC data to link to Xero or at minimum be supported for statement extraction.
2 votes -
Practice Man ager | Timer - Turn into separate modal to use independently
It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.
2 votes -
Comparative on all reports
On the first page where you can select to have comparative or only current year showing, option to tick and apply to all reports – would be handy for first year clients where they don’t have comparatives, instead of updating on every report
2 votesSorry Zoe, just trying to understand the page you're referring to here - When you say 'on the first page', is this within a specific report that you're running at present?
Are there particular reports you'd find most useful to add comparatives too? Thanks
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Client - Email storage (not related to Job)
It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.2 votes -
Hubdoc - Allow additional settings for folders
I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..
We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.
It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.
Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.2 votes -
Chart of Accounts - Include tax rate in US chart of accounts
The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.
It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.
2 votes -
Hubdoc - Integrate with Google drive to upload invoices
It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate
2 votes -
Xero HQ - View STP status of all clients without having to open each file
Being able to see in XERO HQ the STP 2 status of all clients without having to open each file. Would save time and make it easier to manage.
2 votes -
NZ Tax - Add placeholder for amount due for tax payment letter emails
Could you please add a placeholder for the amount due so it can be added to the email subject and is easy to see the amount once the email has been saved.
2 votes -
Hubdoc - Match and assign tracking from info captured in receipt
Search Receipts for tracking code. Tracking code is usually an address/ location/ or some key word about a product line. The list is known for each customer. Why can't the AI check for words matching the tracking code list and suggest the correct one.
Competitors can do this and have gone as far as blogging about the ML methods to do this.
https://engineering.appfolio.com/appfolio-engineering/2022/11/11/understanding-invoices-with-document-ai2 votes -
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.
2 votes -
Document Packs | Remove blue coloured details from adobe signature
Adobe signatures option available to be able to remove the blue line, name and the date from the signature. It is unnecessary on most of the documents and looks odd.
2 votes -
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.2 votesHi 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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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.
2 votes -
Practice Manager - Ability to split invoices posted from Xero in order to separate jobs
The ability to post be posted from Xero to XPM based on the invoice line rather than per invoice.
We have a monthly fee that goes out to clients from Xero that has two invoice lines, one being the consulting fee and the second being a software subscription fee. We would love the consulting fee line to post to the "Ad Hoc" job and then have the subscription line go to a new job called "software recovery".2 votes -
Xero Tax: Change default account code for Corporation Tax charge
When posting the CT charge for the year, Xero Tax defaults to the 500 code in Xero. Not all our clients use this. Is there a way of reverting to the blank accounts codes so we can change this per client? Thanks
2 votes -
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.…
2 votes
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