1348 results found
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XPM - Option to add prospect relationships
Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.
1 vote -
Practice Manager - Edit saved filters
Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.
1 vote -
Hubdoc - Subfolders
It would be incredibly useful if there was the ability to create folders in HUBDOC to file published documents. This would make it easier to find any documents for the future as at present they are just in one longs list. For someone who heavily uses HUBDOC this list is never ending and almost impossibly to find documents that were uploaded historically.
1 vote -
HubDoc / Dropbox Intergration - Business Accounts
Dropbox integration needs to include business Dropbox accounts. HubDoc is used by Businesses so it would make sense for the integration to be with Dropbox business. Currently only works with Personal Accounts.
1 vote -
NZ Tax - Add filter to 'Notices that are different'
Add filter to 'Notices that are different' in XPM dashboard so we can filter by office (Auckland, Wellington, Christchurch)
1 vote -
Contacts - Colour coded status icons for invoices and bills
When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
Same applies for Invoices created/sent/paid1 vote -
Xero Tax (AU) - Incorporating into trial of Xero
Does Xero have any plans to incorporate 'Xero Tax' in the trial version? I can see that there are a number of videos on Xero Tax on Xero Central. If it was incorporated in the trial version- it would provide students with hands-on experience as opposed to just watching videos or reading texts.
As Xero is now being used by many accounting firms, Tax professionals who are currently working in other platforms such as Sage Handisoft or MYOB don't know how Xero tax works. When they are trying to change companies- it would provide them an advantage if they are…
1 vote -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
Xero Adviser Financials - Farming | have multiple P & L's for different farms/orchards in group
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 -
Xero Search - Ability to search clients from Xero Tax(AU)
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 -
Xero HQ - Bills Due for Payment
On the Xero HQ screen a column to show if there are any bills due for payment
1 vote -
NZ Payroll - Report on list of Payroll employees earnings at the EOFY
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 voteThanks 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.
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Hubdoc - Ability to extract data from Huron Community Bank
We use Huron Community Bank and would like Xero and Hubdoc to extract data .
1 vote -
XPM - Show more than 10 tasks in drop down for non chargeable time
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 -
Practice Manager | Client Revenue Report - with comparatives
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 -
Hubdoc - Illinois Bank & Trust support
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 -
Hubdoc - Ability to upload and convert other file types to csv (e.g Lowe's and Home Depot)
Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?
1 vote -
Hubdoc - Create auto messages when invoices are submitted
set up automated messages when invoices are submitted in Hubdoc.
1 voteHi Sonia, could you give an example of a notification or auto message that you'd find helpful when submitting invoices, and what users you may expect to receive the message?
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Notifications - When partner assigned to a Job
As we identify Partner for job...useful to allow of custom notification to Partner please.
Thanks1 vote
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