1364 results found
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Practice Manager - Ability to add additional time entries to a draft bill
Create the ability to update time entries for draft bills.
We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!1 vote -
XPM | Clients - Sync updates for joint bank account details
Joint bank accounts need to be listed in the financial institution details of both parties in XPM. It would be great to have them linked so only one client needs to be updated and the changes flow to the other client, and into the tax returns for both
1 vote -
Hubdoc - Separate chart of accounts
For clients not integrating with Xero - A standalone chart of accounts would be helpful
1 vote -
Practice Manager - Searchable drop down menus
When entering time or selecting a job on a bill for example, it would be more efficient to be able to search the drop down menu of clients, rather than having to enter the first letter then scroll (especially the 'M's where there are so many Mr, Mrs, Ms and Miss clients!)
1 vote -
Workpapers - Refined User Roles
The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial…
1 voteHi Rebecca, thank you for this valuable feedback on user access in Workpapers.
We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.
Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how more granular user roles could improve their practice's efficiency.🙂
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Workpapers - User Management centralisation in XPM/HQ
Workpapers Practice Staff Management is not integrated with XPM/HQ. User access should be manageable the XPM so that all Xero owned products Practice Staff access can be managed in one area. This would allow practices to control their staff in one place, rather than having to add and remove staff separately in the Workpapers App.
1 voteHi Rebecca, thanks for this great idea about centralising user management for Workpapers.
We understand that having to manage staff access separately in Workpapers instead of in one central place like XPM or Xero HQ creates extra administrative work. Your suggestion to integrate Workpapers user management so you can control all practice staff access from a single location makes perfect sense.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice's efficiency and user management workflow.
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Xero integrate with Housecall Pro online software
Clients using online software "Housecall Pro" are forced to stay with QBO due to its native integration with the software. Xero can adapt using Zapier, but who really wants to do that!
1 voteHi Marci, though we appreciate you sharing on Product Ideas I want to be open that we don't generally develop integrations with other applications ourselves. We have a great Developer Ecosystem Centre where interested parties can come to learn how to build an integration with Xero, and I'd recommend sharing with Housecall Pro to see if they would look to develop.
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UK Tax - Ability to Select or Create Custom Disclosure Titles in Accounts (eg, going concern)
Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:
Guarantees and Other Financial Commitments
Going Concern
It would be highly beneficial to have the ability to either:
Select from a list of standard disclosure titles, or
Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.
Benefits:
Improves compliance with reporting requirements.Enhances the presentation and clarity of financial statements.
Saves time for preparers by avoiding repetitive workaround text…
1 vote -
Practice Manager | Clients - Ability to edit individual Date of birth
Currently you cannot edit the DOB in a client record in XPM for individual clients you can only edit if you export the database and re import it. For GDPR reasons it is important that we can delete DOB when a client leaves the practice. Please make this field so it can be deleted if required
1 vote -
Xero HQ | Insights - YTD comparatives
on the Insights tab, be able to also compare YTD vs prior YTD
1 vote -
UK Tax | Jobs - Automatically link tax return created from a job
When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ
1 vote -
Practice Manager | Jobs - Warning when completing/closing job with active tax return
Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing
1 vote -
Stripe payments linked to invoice for reconciliation
Customer payment with stripe not linked to invoice number. Unable to identify customer payment related to invoice for reconciliation.
1 voteHi Iain, this sounds like more of a direct issues that would be best looked into with our specialists at Xero Support. I'd recommend raising a case with our team via Xero Central - They'll be able to get more detail and access to your org to help understand you reconcile your Stripe payments with the appropriate invoice/s.
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VENDOR NAMES HELD ON INPUT
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 voteHi 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
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AU Tax - Ability to lodge FBT return for clubs & society structures
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 FundNoting 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 voteThanks for your idea, Andrew. Not something we have planned right now but we'll gain the interest from your idea here and share if there are any updates planned for this.
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AU Tax - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule
On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?
1 voteHi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
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XPM - Time cost per entry when reviewing task postings
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 voteHi Emily, thanks for sharing this fantastic suggestion for improving the invoicing workflow in XPM. We can see how having more direct visibility of costs would make billing decisions much easier.
We've reviewed your idea to add a calculated 'Cost' column on the screen when reviewing task postings to be invoiced. We understand this would help you better judge what to invoice and how much for at a glance.
Your suggestion is now ready to gain support and feedback from others in the community. Along with votes, other users can now share how having this cost visibility would impact their own billing and WIP management processes.
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XPM - More user friendly client & date selection
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 voteHi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.
We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.
Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.
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Practice Manager | Jobs - Ability to change information sections
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 voteThanks for the idea, Sally. We'll keep an eye on the interest for this here and let you know if there are any changes planned around this.
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Practice Manager | Clients - Digital ID integration
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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