1346 results found
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Report Templates - Add Payroll reports and tracking summary
add more reports into report template, for example payroll report and tracking summary. Thank you.
36 votes -
HubDoc - Align subscription to Xero subscriber
If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?
Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…
36 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
36 votes -
Report Templates - Option to only show logo on cover/front page
Option to choose where the logo is shown
Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders
36 votes -
Financial reports - Do not remove date fields in notes when using "Edit layout"
In the last financial year, we made multiple and significant layout changes to the accounting schedules in our financial notes.
Therefore, we intend to 'Copy and Edit' most of our financial reports. However, we have found that when you 'edit layout' it removes the date field codes in our numbered notes regardless of if you edit the number notes or not - therefore losing it's auto updating feature.
As a result, we are now having to manually update the year in all of our financials, or start from scratch.
Please make it so edit layout does not remove date fields…35 votesThanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.
We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.
If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.
If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊
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Xero Tax (AU) - Livestock Trading on Market Value
The current livestock schedule in trust tax return (and probably others) is insufficient.
We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.
This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.
The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…
35 votes -
Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
34 votes -
Xero tax (AU) - Roll forward Tax Returns
Tax returns be rolled forward annually to assist with workflow tracking and planning.
34 votes -
Xero Workpapers - Being able to group entities into one client folder for related entities
To be able to group all related entities together into one sub-folder.
Purpose: Ease of use and navigation when working with Workpapers
34 votes -
Xero Tax - PAYG Instalments Estimate For Individuals pre-ticked
PAYG Instalments Estimates pre-ticked
The Print PAYG Instalments payable on the individual tax return Estimate page defaults as "No". This needs to be manually turned on, and even if the client has generated instalments it will not appear on the tax return unless manually selected. Preparers and reviewers may miss this. If it was set on as default then it would not be missed.
33 votes -
NZ Tax Letters - Notification when Tax Letter email fails to send
Currently if a tax letter email fails to send, for whatever reason, there is no email notification it failed to send. The system really needs to be enhanced so the person who sent the tax letter from XPM gets an email notification that the tax letter failed to send to that email address. Currently it is just blind faith that all letters are sent which is clearly not good.
33 votesOur team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
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Practice Manager - 'Sticky Note' on client home page
To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.
32 votes -
XPM - Client report including connected Xero organisation
I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).
32 votesHi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.
Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.
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Xero Tax (NZ) | Allocation of Provisional Tax Payments
When a tax payment date falls on a weekend and a payment is then made on the Monday it incorrectly applies the payment to the next provisional instalment date in the Provisional Tax tab in the clients Tax Statements area. Can this be fixed?
32 votes -
Reports - Add customer and supplier journals
CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…
32 votes -
Reports: Support for charity reporting
Is there an easy way to create/run reports tailored specifically for charities or is it just me that I am finding it difficult to find ? I've got the charity set up as a non-for-profit organisation which doesn't seem to make much difference at all.
It's disappointed to see Xero doesn't have any reports templates for charities.
Executive report cannot be overtype as needed - It's not possible to change "Profit (Loss)" line within profitability to Surplus/Deficit.
Regarding Current Year Earnings, it isn't currently possible to rename this to current year funds, or to code manual journals from this to…32 votes -
Document Pack - Ability to cancel without client receiving notification
Document packs that are cancelled, send a notification to clients. it would be good to be able to cancel the document pack and have the option of whether or not to notify the client.
32 votes -
New Invoicing – invoice copied from locked period mess
Kelly, it is a long message. Please be patient. It demonstrates what mess is created in new invoicing. It demonstrates that new invoicing is not ready to fly solo after 20.11.2024. We must have a functional backup of classic invoicing if new invoicing is so erroneous.
I had to credit invoice INV-1548 for $1,483.35 in the locked period and replace it with two new invoices addressed to two customers (let’s call them customer1 and customer2). I had to show in the new invoices what was the credit part for each customer.
My steps are below:
1. I copied…31 votesHi Olga, really appreciate all the detail in your steps and the screenshots you provided.
I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.
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NZ Tax - Ability to import settlor information to IR6
When Settlor relationship exists for a client, this needs to flow through automatically to the IR6 in the same way that Beneficiary relationships do.
31 votes -
NZ Tax - Ability to identify payment plan with IR
Would be great to have the ability in XPM tax to identify if the client has a payment arrangement with IR. If there is somewhere in tax we can enter this information and this gets flagged when approving the tax payment letter, not to send the letter if the tax year is under arrangement.
31 votes
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