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1321 results found

  1. Client Insights is fantastic for showing client by client stats.
    How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.

    1 vote

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  3. When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Kari, I notice you've selected Xero HQ on the category of your idea here. I just wanted to check if you're idea here is related to creating invoices in a Xero organisation or from Practice Manager? Thanks

  4. FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:

    Individual
    Company
    Trust
    Partnership
    Self Managed Superannuation Fund

    Noting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  5. On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.

    1 vote

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  7. Hi Xero Support,

    We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.

    This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.

    Thanks!

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  8. When creating a new client the duplicate TFN warning should also apply to Archived clients.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  9. Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  10. Companies House sync - Client Onboarding

    Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal

    1 vote

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  11. When invoicing in XPM and choosing the task postings options Yes/No/Future, can you add a column for the cost (not just time and rate) so we can judge what to invoice and how much for.

    1 vote

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  12. When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.

    1 vote

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  13. It would be great to have an additional Column on the archived jobs list so that you can see if previous jobs made a profit or a loss. The WIP Write on /off balance could show on the archived screen.

    1 vote

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  14. Would it be possible to close sections of the job that you don't use and these stay as default. (Information Tax - job details, custom fields etc.) This would make it easier to see the sections you do use. It would also be useful if you would put them in the order you prefer.

    For example to me the most important section is tasks and these are quite low down the list. I would like this to be a default setting.

    1 vote

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  15. In Invoice preview for a non- taxable line item there is a tax rate on the line item. At the bottom where tax is calculated the total tax is correct (it does not include tax on the non-taxable item). It is confusing for a client looking at the invoice, they may think they are being taxed on the non-taxable item. Can invoice preview show 0% tax on the non-taxable item and the correct tax % on the taxable item.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  16. With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).

    https://www.digitalidsystem.gov.au/

    It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.

    Is Xero working on this?

    1 vote

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  17. Automatically Create Tax Returns based on the entity type to the recurring yearly jobs.

    Hoping if there is a way to get XPM to add the tax returns for an entity and related party when the recurring job is created for each tax type associated to the entity i.e. if its a company then it attaches that financial year's tax return to the job along with the tax type for the associated parties to the same job. This, of course, to be setup once and may need to be tweaked.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  19. see CX0014868568

    can we modify the password settings?
    we prefer dd/mm/yyyy

    or allow us to modify the password in whatever way we see fit.

    the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea in the forums here, Christopher. There aren't any plans around this right now, but we'll gain a sense of the interest for being able to edit the password for OoA's from your idea here, and share if there's any news.

  20. It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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