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1393 results found

  1. Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. Prior year workpapers - would you be able to change colour for financial years for workpapers. I refer to prior year workpapers to complete a job. It would be helpful to have different colours for current and prior year Xero workpapers to avoid confusion when both open at once.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  4. Need the facility for Indexation allowance on capital gains to be automatically calculated by Xero Tax

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    0 comments  ·  Xero Tax  ·  Admin →
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  5. At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  6. Automatically email invoices from Xero to client, upon Practice Ignition proposal approval

    1 vote

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  7. We would like to be able to generate a report that includes all clients that have loans.

    1 vote

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  8. Additional WIP filter functions.

    Extract a WIP report base on value i.e. > $1,000, 90 days etc.

    1 vote

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  9. I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  10. A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. When preparing a cover email for documents being sent for signature, it would be great to be able to view the placeholders before sending the document, to check it reads correctly for the scenario.

    1 vote

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  13. At present it is not possible to provide a quote to a group. Eg Joe Bloggs has a company, trust, partnership and smsf and his wife and kids. We want to provide a quote for the group however XPM only allows the quote to be done for the one client.

    1 vote

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  14. This would be so beneficial as it would allow us to use inventory fixed fee pricing like in Xero but still analyse staff time cost against the fixed fee price

    1 vote

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  15. We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs

    1 vote

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  16. It would save so much time if we could prefill year into the job name when we create a new job, and client name into the description so that when the description prefills into the invoice it specifies the entity.

    1 vote

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  17. Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"

    1 vote

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  18. Calculated Opening Balance on partner accounts (bold line), plus OB for conversion year showing on a separate line. It would be practical to merge this two, but the calculated OB line can't be merged into a group. Instead opening balances prior conversion year must be entered in an unbalanced journal - looked up manual - ok, but just unusual and I have spent too much time on contacting Xero Support and finding this solution.
    Merging the two OB lines would be a much quicker way.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  19. Automatically assign practice staff to new clients.

    1 vote

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  20. Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members

    1 vote

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