208 results found
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Xero Sign - Access to view everything in a pack
Xero Sign
Often I send husband and wife docs to sign.
If we put the wife to sign their return, the husband cannot see it in the pack.
This might have been some privacy idea but think in terms of a real physical meeting, you have both pwople checking both, or if you post, both check both. It makes sense they both unde4stand each other.
So ability to see everything in the pack would be good.
Current workaround is I put the return in the pack a 2nd time with no spots to sign, so the other person can see…
8 votes -
Xero Sign: Remember previous contact details
Xero Sign Address book or similar
Would be great if Xero sign had some form of memory or address book for people who had previously signed, rather than having to input the details each time.
Whether is was linked to practice manager or just within Xero sign, it would save time having to look up client email addresses, and possible typos in names/emails!
2 votes -
Xero HQ: Search for archived clients
I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.
It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!
3 votes -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
1 vote -
History & Notes - Track changes to Client Xero Subscription
It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.
4 votes -
Xero HQ | Clients - Export contact group
Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.
8 votes -
Permissions | Ability to request access to a client
Instead of asking a practice manager administrative to give you access, you can search clients already with your practice, and request access through Xero.
This would save time of the person requesting, and also save time for the administrative person having to key in details as they will hopefully just be able to accept or decline the request.
2 votes -
Xero HQ - Alerts for unfiled GST returns
There used to be a tab where we could check which of our clients hadn't filed their GST returns on time, this has been removed, can you please bring it back as we now have no way of checking if we or our clients have missed filing a return.
8 votes -
Xero HQ - Add incorporation date
When a business incorporates we cannot add the date of incorporation and therefore cannot print reports for the first year correctly without further work. For first year accounts can you look to make it so that we can have an extended first year
5 votes -
Xero HQ | Ask Queries - Control name of sender
The option to set the practice name as the sender for a query and not the Xero user. E.g. "Xero Accounting Group via Xero" and not "John Smith via Xero".
2 votes -
Xero HQ - Copy & paste organisation name and hyperlink to org in one
I'm being advised My Xero will be being replaced with Xero HQ. As an admin, one of my key roles is to grant user access. I like to confirm the access by sending/responding to the request with an email. In My Xero, I copy the name of the entity, and it's associated hyperlink, into my response email. When I do this in Xero HQ, there is no hyperlink associated with the entity name which means I need to navigate to the entity, grab the URL and hyperlink it manually.
1 vote -
Practice Manager | Personal Tax Returns - Share previously submitted when transferring to a new partner account.
The ability to transfer over previously submitted personal tax returns when transferring to a new partner account.
1 vote -
Xero HQ | Clients - Option to assign Chart of Accounts when creating a new Client
When setting up a new client in Xero, it would be great if we could select from a drop-down list the chart of accounts that we need instead of Xero automatically assigning one as we have found that it is assigning the wrong COA to the entities that we are creating. As an example - we have set up a Trust but have been given the COA for a Sole Trader. If we could have selected the Trust COA from a drop-down list, I believe it would give us a more accurate COA without the need to do so much…
1 vote -
Xero HQ: When changing organisations, show more than five organisations in the drop down list
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
1 vote -
Xero HQ: Change Xero Advisor Certification expiry date
Currently all Xero advisor certifications expire in December which is a really busy time for accountants in the UK and it's nearly impossible to get everyone to recertify at this time.
I think it would be welcomed by all accountants if this could be moved to our quieter season in February/March and I think as a result a lot more people would recertify.
2 votes -
Xero HQ | Import "Practice Clients"
I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.
5 votes -
Report Templates - Custom Chart of Accounts
Have the ability to create report templates using a different set of COA's rather than the Xero standard version.
1 vote -
Xero HQ | Clients - Ability to add start date for when a client began using Xero
It would be useful to see a date when a client started using xero without having to try different dates in the audit trail.
1 vote -
HQ: Document packs - Ability to lock down who can prepare doc packs
Document Packs - User permissions
The ability to lock down who can prepare doc packs vs who can send them. ie. We want admin to prepare but Director to send. Suggest view / prepare / send.
3 votes -
Xero Sign - Record IP address and email address used to login
Xero sign/Adobe sign
Esigning and the portal is excellent and very useful.
I get worried unlike when you use Adobe DC directly, Xero Sign does not give trails of who signed back to you.
Whilst probably not too likely things were not signedd correctly, I think we need more robust authentication with the IP address and the email address that was used to login being recorded into a report.
The drill down to confirm the transaction is not very helpful and I cannot work out in the secured pdf where to easily see thse things.
Most other providers have better…
5 votes
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