1466 results found
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Multicurrency for Cashbook No GST
I have recently subscribed to Sharesight for my Super Fund share portfolio as it integrates with Xero. Sharesight doesn't handle multicurrency bank accounts well but it does sync bank statements from Xero so by using multicurrency bank accounts in Xero and them syncing them to Sharesight the value is added to the portfolio valuation and the historical cost is handled correctly in Xero. Sharesight offers Xero Cashbook plans to their subscribers but I am sure there would be more subscribing if they could have multicurrency as I have seen a lot of subscribers complaining about not been able to use…
1 vote -
Adding a changeable label to Tasks in recurring jobs in XPM
It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.
1 vote -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
1 vote -
Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
1 vote -
Contacts in xpm
Contacts in XPM are used when integrating into other systems and each system reads thedetails slightly differently. As the 'Position' field and the 'Set as primary' field are unique to the client that the contact is being used for it would be great if the 'Salutation' and 'Address' could also be unique to the client.
This would stop the necessity of having the same contact multiple times in XPM just to enable slightly different versions of the salutation of address for different integrations, therefore having a cleaner useable system of contact in XPM.
Sample : John may be a partner…
1 vote -
Xero Tax - For the U.S.
In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states
1 vote -
Hubdoc - Client approval to automatically pull loan statements, mortgage statements and bank balances
There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
- Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
- Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
- Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…
1 vote -
Rental Property Summary Comparison Export
There should be a way in the rental property summary that can be printed for all properties owned by an individual that combines them rather than a separate page for each, so that it is easier to compare the properties to one another or even just the option to download the rental schedules as a CSV.
1 vote -
Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
1 vote -
New Xero Depreciation Function - Dissatisfied
Hi there
Just wanted to comment on the new Xero Depreciation look worst than before. I was hoping to see that there will be bulk select for disposal or delete available. It didn't improve the product but go back instead.
Thanks
Irene1 vote -
description on expense report
Please can you generate a Expense Claim Detail Report that can also show the description details of each claim making it much easier for the client when approving expenses?
1 vote -
Export to .csv file the items remaining on the "Reconcile" screen of the Banks
When clients have not provided the required receipts to complete bookkeeping, I always have to generate a list of expenses they need to support.
Rather than going to the "Bank Statements" highlighting, copying, pasting unicode text to excel and filtering out "reconciled" items, I would like to just click an "export list" button from the "Reconcile" screen and have it generate the list of transactions remaining.1 vote -
XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
1 vote -
Contact Notes
This would help a lot!
What :Can the notes section be made available to view from Contacts tab .
Why : You have to click on files to see it
How: If it is there I can see if I have to watch out for anything specific ..i.e rate change or new bank details
Kind Regards Andy1 voteHi Andy, do you know about the separate notes feature in the Contact details rather than History & Notes? You can add notes about your contact that will be displayed on Contact details tab of a Contact record. Appreciate still maybe not as efficient as you'd like ti to be but maybe a little more prominent and save a click 🙂
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Filtering in the Archive Space within Xero HQ
Being able to filter with in the archive space of Xero HQ. This would enable sorting of clients to clean up clients with Xero files etc.
1 vote -
AU Tax- Ability to assign draft Activity Statements
Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.
1 vote -
Editing Transactions
Wnen editing a transaction - to change tracking, for example - Xero, by default, changes the transaction date to the date of the amendment. This causes problems when the transaction crosses a FY boundary. It would be less problematic if the original transaction date was retained, unless the user specifically changes it.
1 vote -
AIA should be in the list of accounting bodies in the UK
AIA is a prestige accounting body in the UK and I couldnt find the accounting bodies list during preparing final account - it should be added
Thanks
1 vote -
Option for- not to claim capital allowances
There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section
1 vote
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