1059 results found
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XPM - Add multiple email addresses for client
We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…290 votes -
AU Tax - Ability to create future tax forms for other entity types.
Ability to have future tax forms generated for multiple entity types and not just individuals. This will enable practitioners to prepare tax returns for entities that have substituted accounting periods much before the due dates without having to request extensions from the tax office also will give us the ability to work out the timing differences on tax profit more accurately rather than relying on spreadsheets etc.
215 votes -
AU Tax: CGT - Option to copy and transfer
Capital gains tax worksheet - where an capital assets is owned by more than one person say husband and wife 50:50. If the worksheet has been prepared for one taxpayer, have an option to have this copied/ transferred to the other taxpayer similar to rent schedule.
For property generally there could be just one item but for shares there may be huge number of CGT events.
204 votes -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
191 votes -
Hubdoc - Extract all line item details including inventory items
Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.
178 votes -
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
162 votes -
Report Codes - Custom or more User defined
We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.
158 votes -
Xero HQ - Transfer/copy reports between practices & organisations
Ability to transfer customised reports between practices or other businesses. Currently this is not possible so if a client changes accounting practices then reports do not follow. This is expensive for the client for reports to be redone and totally unnecessary given that all the formatting necessary already exists on another system.
157 votes -
Hubdoc - Conjunction with Xero Projects
Ability to publish documents from Hubdoc into Xero Projects directly.
Purpose: To make users’ easily publish the document and assign it to Xero Project.
150 votes -
Workpapers - Ability to use Custom Excel Templates
It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.
145 votes -
XPM - Add Pause button
When using the start button in the timesheets in XPM to track time on a job, the option for a pause button to pause your time, then to unpause and keep recording your time.
137 votesThanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
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Report Packs - Ability to include GST Return, GST Reconciliation and General Ledger Reports
Hi there
We would like to request that the GST Return, GST Reconciliation and general ledger reports are able to be included in the report packs at the practice level.
We are requesting this function to streamline reporting for periodic GST work. We would ideally have two report packs set up at the practice level that all staff can access when preparing clients GST.
The first report pack would be an internal review GST report pack which would include all of the reports our reviewers look at. Most of these reports we are able to add to a report pack…
130 votesHi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;
- General Ledger Detail
- General Ledger Summary
- General Ledger Exceptions
- Tax Depreciation Schedule
We currently have no plans to make other reports available in report templates.
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Practice Manager - Highlight/banner for notes
I would love to see an improvement with Xero XPM NOTES.
We seem to leave 2 types of notes.
TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)
TYPE 2: is just an ordinary note that is sufficient with the current design.
It would also be great if you could share notes across multiple clients…
121 votes -
Hubdoc App - Ability to upload multi page documents
Upload multiple page documents as one through Hubdoc mobile app.
Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.
120 votes -
Xero Tax (UK) - Make available to businesses, not only to Partners
Ability to have Xero Tax for businesses, not only for Partners
109 votesHi everyone, though appreciative of the idea. This is a function available through the Xero Tax Product with a Xero advisor, and we don’t have plans for developing this capability from within a Xero organisation.
You can find an advisor to suit your full business needs through Advisor Connect.
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Workpapers - Integration of bank statement request portal
Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.
103 votes -
Notification | Xero Tax - Email when a return goes to Error tab
AU Tax - Error notifications. When a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be rectified immediately.
97 votes -
Hubdoc - Publish receipt to existing Xero bill
Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.
90 votes -
XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access
Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)
86 votes -
Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns
Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.
85 votes
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