1475 results found
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XPM - Bill from WIP client list
How can I make the client and detail columns wider. It is very restrictive as I cant fully see the client code and description. I know this is a Xero development issue but it would help a lot. It is really convenient to bill from this screen. Also I arrange the clients alphabetically, and when going into a client and see what to bill, when i go back to the WIP list it defaults back to sorting by value.
1 vote -
Login to Xero - Having trouble
I don’t want to leave feedback
1 voteHi Lee, I'd like to look into this for you. Could you share an image or give some detail of where you're going when trying to access Xero that's giving you a survey?
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Xero HQ: group search
I reckon Xero HQ - client group is an excellent avenue for sending bulk information, or request information, however, apparently when generate a new Bulk Query for the group, it's becoming difficult to allocate the particular group. the XPM group information sync with Xero HQ, in our instance, there are over 350 groups, and the search function for the group, appears is not working.
1 vote -
Practice Manager | Recurring job - See more detail
Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.
1 vote -
AU Tax - Fringe Benefit Contributions in Reports
When running reports, the ability to filter and display employee fringe benefit contributions. Currently only available on partnership returns - should also allow company & trust forms.
1 vote -
AU Tax | Populate spouse link - partnership tax return
Please improve the spouse link as there has been several times where the spouse income details are not populated in the tab CX0015092095
1 vote -
Practice Manager | Custom report - Open client tax return
1/ we want a green xero report showing
- relationship (director of, partner of, etc)
- green xero tax refund/payable
- noa refund/payable
- noa received or not
(CX0015092225)2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)
3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)
4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax…
1 voteHi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site.
Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community.
For your idea on adding more fields to the report - we have another here that you may like to also join and vote on.
I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager.
I welcome you to create individual posts for your other 2 ideas here also.
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Dropdown list of clients when moving timesheet entries
90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.
However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.
Is it possible to make all the jobs in the "From" client's group appear first…
1 vote -
Ability to remove/block Manual button on EFT details of tax return
Ability to remove/block MANUAL button on EFT details at cover page of tax return.
This way accountants can not manually change bank details, bank details are therefore only taken from CLIENT details or the AGENT bank account.1 vote -
substantiation
AU TAX - Client Substantiation for all Tax Returns.
Only Activity Statements and Individual Tax Returns have Client Substantiations. Can we have client substantiation documents on all tax returns included in Trust Tax Returns, Partnership Tax Return, Company Tax Return.1 vote -
Workpapers - Allow foreign tax credits
In the Tax workpaper, allow for extra tax credits - e.g. foreign tax credits (we have a number of non-individual clients who receive these)
1 vote -
filter for timesheet screen
Under Business Menu/Timesheets - it lists all staff weekly summary. It would be great if we could have a filter in this screen to be able to choose teams etc
1 vote -
Sort and Filter within W-9 Management
There needs to be a way to sort and filter the list by W-9 status
1 vote -
cashflow
If there is not already, it would be useful to have a proper cashflow summary report showing actual cash movements instead of having to balance against the movement in prepayments etc that come up in the current report.
Same with my payroll, it would be nice to see net wages go out on one line and the PAYE paid on another.
Thank you1 vote -
Personal Tax (UK) | Ability to change default on tax returns for collecting tax via PAYE to 'no'
It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.
1 vote -
XPM - Timesheet narration in financial tab
In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.
1 vote -
XPM Table Reports allow for ytd operational data to be downloaded on a monthly basis
We wish to undertake analysis by looking for the data contained in the "TIME PRODUCTIVITY - % Billable v Non-Billable Time - Staff Summary" report on a monthly basis in a tabular format.
Unfortunately even though this report is called a "Table Report", XPM does not allow for the year to date date range to be entered but then have the data populate in the report on a monthly basis. Such a feature would greatly enhance a practice's capability of keeping an eye on the operational data for service firms like accounting and legal practices1 vote -
Report for direct debits
I would suggest that Xero should provide direct debits from all your accounts in one report.
1 voteHi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business?
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XPM - Publish XPM invoices to multiple practice Xero organisations
Ability to specify from a list of practice Xero organisations where to publish XPM invoices, as the practice bills from multiple legal entities.
1 vote -
Practice Manager - Add Tax Returns tab to client group view
It would be really handy to have a Tax Returns tab when viewing a client group. This would allow you to easily see at a glance the status of a groups tax returns, rather than clicking into each client individually.
1 vote
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