1115 results found
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Practice Manager - Audit trail for client history
Client History
It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
- created the client
- edited client details
- archived client
In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.125 votes -
Xero Tax (UK) | Detailed Profit and Loss
Currently, there is no option to amend the detailed profit and loss in the final full accounts. We would like to have an option to amend how the expenses are laid out. For example, depreciation expense coming under its own heading rather than an administrative expense.
32 votes -
NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code
NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.
19 votes -
XPM - Create a registered office field on contact details for companies
Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.
73 votes -
XPM - Lock timesheets when a draft final invoice has been prepared.
XPM - Lock timesheets when a draft final invoice has been prepared.
We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.27 votes -
Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists
The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.
84 votes -
Xero HQ - Allow users to see all clients and request access as needed
It would be great if ALL users (ie practice staff) in Xero HQ could see all Xero files. It should be obvious on the list which are accessible and which are not (ie if you didn't have access, the Xero org name could be greyed out)
In terms of access, if a particular staff member did not have access to a Xero file, they should be able to request access from a HQ Administrator (with mange user access of course) which can be granted easily. Would be handy to have a 'Why' comment field so the approver knows the context…
33 votes -
XPM - Bulk Import of Recurring Jobs
The ability to bulk upload/import Recurring Jobs via .csv file, in the same way you can Bulk Import Jobs that are not recurring.
This allows for each row to have the copy/paste capacity for overlapping criteria and can be quickly created through a spreadsheet (which could stem from an Export of your client list to 'schedule' your job creation throughout the year).
One import for an entire client base would be considerably more streamlined and efficient.
42 votes -
XPM - Reassign client in bulk
Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.
47 votes -
My Xero - Visual indicator of reconciled client files
We have an issue with our Xero clients where we ask them to reconcile their accounts and let us know once completed so we can process their BAS.
The problem is that they never let us know so we have to go in to each client and see if they have reconciled up to the end of the prior period. This is very time consuming.
Is there a way that on the My Xero screen, there can be a column with some kind of indicator when a month or period has been completed?
This could be a quick visual guide…
19 votes -
XPM - Job Budgets easily seen under the Jobs tab
It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.
20 votes -
Practice Manager - Relationship Type
Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.
74 votes -
Hubdoc - Add Last Items line orders & Reorder lines
Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).
57 votes -
UK Tax | Company - Liquidation & Cessation Accounts and CT Returns
Please add the functionality to set a cessation of trade date for a company in liquidation or in the insolvency process to allow for accounts and corporation tax returns to be produced from the last year end to the date of cessation of trade/insolvency.
This will enable Accountants to produce these closing accounts and CT returns from HMRC and so offer a one stop shop and earn more revenue.
17 votes -
Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
8 votes -
AU Tax - Xero Tax Trust Estimate For ALL Trust Types
We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
We need the estimate to be able to calculate -
- Deceased Estates More Than 3 Years
- Discretionary Trusts where there are Foreign Beneficiaries
- Discretionary Trusts where there Minor Beneficiaries
- Discretionary Trusts where there is no beneficiary presently entitled46 votes -
Practice Manager - Display Name for clients
It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.
20 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.
183 votes -
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.
18 votes -
Bank feeds - Retain the payment link for Kiwibank & ASB
Xero have announced that they are removing the ability to automatically send batch files across to Kiwibank & ASB on 16th November, in order to "focus our efforts to support areas of Xero that provide the most value for customers."
Speaking on behalf of my clients who actively use this feature, it's of huge value to them. It automates a process that otherwise involves manually downloading a file, logging into internet banking and uploading that file. It's even better for users who don't have internet banking access, but need to set up payment batches on behalf of those that do…
34 votes
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