1249 results found
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Xero HQ | Clients - Option to assign Chart of Accounts when creating a new Client
When setting up a new client in Xero, it would be great if we could select from a drop-down list the chart of accounts that we need instead of Xero automatically assigning one as we have found that it is assigning the wrong COA to the entities that we are creating. As an example - we have set up a Trust but have been given the COA for a Sole Trader. If we could have selected the Trust COA from a drop-down list, I believe it would give us a more accurate COA without the need to do so much…
1 vote -
Xero HQ: When changing organisations, show more than five organisations in the drop down list
When changing organisations, it would be great to see more than five.
Suggest you show them all so we can scroll until we find the one one want, not just rely on using the search to type in the name of the organisation, if it doesn't appear in the current list of five
1 vote -
Practice Manager | Invoicing - Sync Location and Staff Tracking to Xero
Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.
Currently has per job / task the function to track this but it only allows 1 selection for each.
The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.
1 vote -
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.
1 vote -
Xero Tax (UK) | Statutory balance sheet - Ability to edit headings
Can we make it possible to amend the 'Shareholders' funds' heading on the statutory balance sheet for companies Limited by Guarantee.
(or remove the assertion in the Xero Tax guidance that it works for companies Limited by Guarantee)
1 vote -
XPM | Job Manager - Ability to add to due date options
It would be able to add test to due date drop down. Such as "due on settlement".
1 vote -
Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report
TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field
1 voteHi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
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Report Templates - Custom Chart of Accounts
Have the ability to create report templates using a different set of COA's rather than the Xero standard version.
1 vote -
XPM: Add weekends to time summary report
Time Summary to have the ability to add weekends
1 vote -
Xero HQ | Clients - Ability to add start date for when a client began using Xero
It would be useful to see a date when a client started using xero without having to try different dates in the audit trail.
1 vote -
NZ Tax - Add Deemed Settlor and Power of Attorney relationships
With the change in the NZ tax legislation it would be great if we could have a "deemed settlor" as a relationship which can be different to the settlor as recorded in the trust deed
Also would there be any way to include a relationship for the power of attorney - a number of clients have these and it is handy to be able to actually set them as a relationship instead of just as a contact
1 vote -
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.…
1 vote -
NZ Tax - Set default payment letter templates for clients
We, as a tax agent, would find it extremely useful if we could set a default payment letter template for each client - maybe have a selection option on the client page. Then when we send out bulk payment letters we know they are going to receive the correct details each time.
1 vote -
Workpapers | Equity - Current year P&L reserve
It would be great if the equity workpaper allowed for current year P&L reserve. This allows you to double check once the dividends are posted that the Equity section is not negative.
1 vote -
Clients - Add "Other Name" as a viewable column
Regarding the newly added "Other Name" for individuals and sole traders the following:
Please add this field as a column on the screen that lists all the clients.
The reason why we are urgently asking for this is that we only use Initials + Last Names in the display name (as this works better on reports and invoices) and we have multiple individuals with the same last name (even with the same initials). If the "other name" is shown on this screen, it would make it so much easier to select the correct client to work with.
Please see the…1 vote -
Practice Manager | My reports - Open report in report designer
When running a report from My Reports it opens first on the Report Designer page allowing you to check/change the parameters, rather than having to revert to the Report Builder and Custom Reports to do so.
1 vote -
Xero Practice Manager: Generate daily productivity breakdown
Timesheet. Be great if you could see a visual (graph) of your daily timesheet rather than just the time 24 hr posted list. Then you could get a visual of how long and for what hours you spent on each job, eg 8am to 9am job A, 9am to 11am job B, how long you didnt work eg lunch and it would be heaps easier to see if you had made any errors in submission of time. Even though there is the time summary graph which shows hours worked, it doesn't help troubleshoot if you think your time not correct…
1 vote -
AU Tax - Navigate to tab last on after viewing/editing a return
In "Tax" tab, at the moment if youlook up a return in "draft" then go back you are automatically taken back to "All Returns" - if you were able to stay in the same heading that would save time rather having All Returns as default
1 vote -
NZ Tax: Support for inserting Anchor Tags to tax return
NZ Tax
Currently, in XPM it's only possible to customise a cover page of a tax return. However, it's not possible to customise the actual return including the last page.
We'd like to be able to customise the last page to enable an anchor phrase to be entered to assist preparing templates for DocuSign automated signing platform.1 vote -
Practice Manager - Editable navigation on a per user basis
The ability to customise the data and the order in which data is shown on the Dashboard in XPM from either a user or practice level
1 voteThanks for the detail in your response, Stacey and I'd highly recommend sharing the link to the idea here with others in your business that'd find this useful to help us get a better sense of the overall interest.
Being open while appreciate the ease this would create for individual users, building customisation at this level would be quite complex. Not something we have plans for at present but we'll get a sense of the interest here. 🙂
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