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1321 results found

  1. We have a numerous comments and feedback from clients and staff, that it would be great to have an option to include a reviewer of the documents even though their signature is not required. It would be nice to be able to share this information to group entities where the information is required by other individuals/entities within the group.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot

    1 vote

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  3. And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. On the Xero HQ screen a column to show if there are any bills due for payment

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.

    You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.

    1 vote

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    Thanks for providing that extra clarity, Kay - apologies for the confusion!


    As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.


    I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback. 

  6. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. On the XPM dashboard there are two tax returns filed graphs - Returns by month and Returns by form. (New Zealand)
    It would be great if you can have these showing by "Manager" (as per details in client set up) rather than the whole practice or "account manager" which is currently the only available selection and "account manager" is the Partner/Director as per client set up.

    1 vote

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  8. a way to switch from the old csv upload in bank statements to the new one as the new one is so much better

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  9. Timesheet entering in XPM
    Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.

    1 vote

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  10. Xero Practice Manager -

    There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.

    1 vote

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  11. It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. Bulk update industry classifications in Xero HQ. Import the data through a csv file.

    1 vote

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  14. Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  15. set up automated messages when invoices are submitted in Hubdoc.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  16. As we identify Partner for job...useful to allow of custom notification to Partner please.
    Thanks

    1 vote

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  17. When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?

    1 vote

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  18. Given the changes in the WFH deductions area, we have been looking at simple ways our accountants can log on their timesheets when they are WFH so that a simple report can be generated at year end to assist with their personal tax returns.

    We have added the custom field to the time entry where they can specify whether they are working off premises, at the office or from home.

    We have no way of making this a mandatory field and it only comes up when accessing the timesheet entry point of Dashboard -> Enter Time -> Daily

    We'd love…

    1 vote

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  19. It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.

    1 vote

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  20. I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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