1438 results found
-
1 vote
-
Xero HQ - Automate Dates in Company Minutes
I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.
1 vote -
Document Packs - Drag & Drop files
Ability to drag and drop PDFs into document packs.
1 vote -
XPM - Multi currency invoicing and reports
Improve multi currency capability of XPM.
Currently, XPM only caters for invoicing out in the base currency and so invoices are done out of Xero. When it compes to KPI reports out of XPM, the info is all wrong. Invoice amounts pull through in invoice currency and not base currency, where as time is calculated in the base currency, these are incorrectly picked up as over and unders. Since there is no way to see what currency the invoice is in, reports from XPM are quite useless and differ significantly to profit reported in Xero for entities that invoice in…
1 vote -
Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
1 vote -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
1 vote -
Xero Tax - For the U.S.
In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states
1 vote -
AU Tax- Ability to assign draft Activity Statements
Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.
1 vote -
UK Tax - Option to not claim capital allowances
There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section
1 vote -
XPM - Manage XPM Client notes using API
We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.
Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.
1 vote -
XPM | Report builder - Option to print clients on separate pages
It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.
1 vote -
Xero Practice Manager | iPad - Search job name
When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.
1 vote -
Customized Financials
It will be great for the customized financials reports can remain in the same format every month, instead of having to delete the customization each time.
1 voteHi Taunee, can you share a bit more information about the way you're customizing your reports atm. You can save a custom format that you've set up and if you'd like this to be the default for the org this can also be set. We have some help on this in Xero Central.
-
Report templates | Draft - Changes to report code mapping in practice to flow to client org
If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.
You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.
Xero Product Ideas is where our customers can share and support ideas for change.
Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!
1 vote -
NZ GST - GST 101A return
I have come across an issue where a client who is GST registered wanted their refund transferred to Provisional Tax. The only 2 options in Xero are GST 101 (GST only) and GST 103 (GST and Provisional Tax). I chose the GST 103 option and the Estimate option under that.
The return was rejected by the IRD as a GST 103 return is for the Ration option only. I was told the return/option I needed to file is a GST 101A.
This is not available in Xero
I have never had the IRD reject this before so I am not…1 voteHi Sharlene, taking a deeper dive I see you were also in touch with our Xero Support team on this and through a bit more investigation after your idea was raised here, they appear to have helped you resolve this issue.
I'll shortly remove your idea from the forum here, but if you have any further questions on this please do come back into our specialists through the case you raised - you should be able to do this through your My cases 🙂
-
Hubdoc - Convert Rayne State Bank statement
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
XPM - Run a report to show all client notes added
Run a report that will show all notes added by a client.
E.g
- Client A reviews their xero, and realises the cost centre is incorrect and adds a note (not the description)
- Manager is reviewing the bookkeeping and wants the bookkeeper to reallocate items and attaches notes to the reports.These notes cant currently be ran on a single report.
1 vote -
Xero tax (UK) | VAT - First year flat rate 1% discount
Have Xero automatically set the flat rate percentage to claim the 1% discount for the first year of registration. This would save time and human error is having to make a manual adjustment.
1 vote -
XPM Report Builder - List of all data fields by report type
Previously, there was a list online which showed all the data fields and which reports contained which fields, which made it really easy to build customised reports that held all the fields I needed, or allowed me to confirm that I needed to combine two separate reports. That list has disappeared.
Can you please release an updated list of data fields for the report builder for XPM so that it's easy to identify which fields belong in which report?1 vote
- Don't see your idea?