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240 results found

  1. So annoying that my published reports remove decimals points every time. PLEASE MAKE THIS CHANGE. Published reports should be saved as is!!! Do not modify my published report XERO! We produce hundreds of these reports every month and have to keep adding the decimal back. This is driving our firm insane!!!

    26 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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  2. We would like to upload our own Engagement/Disengagement Letters/Privacy Notice, etc into HQ, is this something that would be useful for other Accountants/Bookkeepers? Are there plans to be able to do this in the future?

    5 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  3. When I go into Customers and drill down, I like to be able to see the layout that invoices and bills are shown separately and I can select which one I want to view. This will no longer be the case with the new report formats. Is there any conversation that this could be requested? Thank you

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. Please can you provide a way of detecting when a contact has been deleted in XPM. It's provided on the client list api as IsDeleted for clients, but not for contacts. An IsDeleted prop on the contacts would be very useful. Unless someone knows another way of getting this info?

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. Would be good when using the Xero report templates that when net assets balances are negative that a Going Concern note is included in the accounting policies to the notes to the financial statements.
    This seems to be an automated process on most accounting packages that we have used but very much a manual process through Xero.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  6. In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

    It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

    Thanks

    5 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  7. It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.

    It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.

    Staff could belong to different groups as well, Glasgow and Audit or London and Tax.

    9 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  8. There is no option to export a group of clients appearing on the screen. We have different managers managing different groups of xero clients and they need to see this rather than export the whole client list and having to sort on excel

    6 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  9. It would be really useful if we could see the quarter end date for VAT returns on the HQ home page - similar to how we can see the Financial year end.

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. When changing organisations, it would be great to see more than five.

    Suggest you show them all so we can scroll until we find the one one want, not just rely on using the search to type in the name of the organisation, if it doesn't appear in the current list of five

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  11. Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?

    19 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  13. Current: Signatory name and email address for Document Packs are manually typed in (once per pack).

    Issue: Manual input is repetitive, error prone, and requires switching tabs.

    Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.

    Potential future features enabled by this:
    When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
    History of Document Packs attributed to each Xero HQ record.
    Document pack creation…

    10 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  14. It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.

    This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  15. Instead of having to add users in three places (HQ, Workpapers & Tax), have the ability to add them once and this then flow through to the additional tools in use at the practice

    3 votes

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  16. Currently once the document pack is sent you can't see the message that you have sent the client. It would be good to be able to see what you have told them- especially if you are providing them with additional information but you don't want to have to do a separate email.

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  17. Bulk update industry classifications in Xero HQ. Import the data through a csv file.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. When giving a client access to their Xero file for the client to be able to add codes to the chart you need to give the client advisor access - Maybe the access to the chart of accounts should be added to the cashbook client as a tick box option (like manage users is in the adviser access)

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  19. When you have multiple companies using Xero and utilise the function to approve bills in Xero for audit tracking purposes you need a way to view the number of bills "Awaiting approval" in all of the companies in one place.

    It is very time consuming to open each company individually in order to confirm that there are bills that need approval.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  20. Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.

    9 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.

    Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.

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