240 results found
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Ask Queries - Automated reminder notification
Ask Queries - Automated reminders
The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)16 votes -
Report Templates - Livestock trading statement
allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos
99 votes -
Xero HQ: group search
I reckon Xero HQ - client group is an excellent avenue for sending bulk information, or request information, however, apparently when generate a new Bulk Query for the group, it's becoming difficult to allocate the particular group. the XPM group information sync with Xero HQ, in our instance, there are over 350 groups, and the search function for the group, appears is not working.
1 vote -
Report Templates - Make Report Fields available to use in group headings
It is not currently possible to use Report Fields in a group heading in reports.
We spend time setting up shareholder and director names in Report Fields but they can only be used in text blocks, not group headings in reports. If we could use Report Fields in group headings we could make report templates, such as the schedule of shareholder current accounts, more dynamic and automatic. See the screenshot attached for an example.
5 votes -
Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
8 votes -
Reports - Option to build Xero blue reports into Xero HQ
Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.
Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these
6 votes -
Demo Company - Version for South Africa
SA: Feature request for a Demo Company for South Africa
3 votes -
Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages
Reports - Advisor Report functionality recommendations:
1. Ability to add any report (including customized/saved/published reports) to Advisor report packages. I only see a limited selection of reports from the Add Report dropdown. I feel like I should be able to add any report I want.
2. Ability to add separator pages easily (like "supplementary information" page) that don't have the company name/date in the header. This would also be useful for adding a letter / accountant's report on letterhead.
3. Ability to customize the cover page for wording, layout, logo, etc.
4. Ability to create new Advisor Report templates from…18 votes -
UK Payroll - Set an end date for payroll deductions
I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.
13 votes -
Document Packs - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see
Document Pack - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see
11 votes -
Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
20 votes -
Xero sign - Ability to manually send sign reminders post lodgment
some clients struggle to access their xero account to sign, but want us to lodge it first.
We still need to resend the emailink to sign
2 votes -
Multicurrency - Process multi-currency transactions without using suspense account
Initially, creating bills other than the base currency, and paying it with a different currency is not available in Xero, even when the other currencies are properly added in the settings.
For example:
base currency- GBP
bills - AED
Payment - EUR using EUR bank account.To resolve this, you have to use a suspense account. But this is a tedious process.
I hope Xero can do something to enable payment in a different currency for this case.
9 votes -
Report Templates - Ability to add reporting name when creating new account
Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.
1 vote -
Client access to Report Templates
Client access to Report Templates
In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.66 votes -
Xero HQ- User role: discuss only access
I essentially would like a feature where we can invite clients with discuss only access or for the ability to discuss to be added to read only access.
Where we have clients and we act as there bookkeepers there are instances where clients occasionally code transactions in the books which ultimately need to be reversed.. For these clients ideally they should provide us the info to enter as we are spending more time correcting incorrect transactions.
We have moved to using Xero discuss over statement lines as are primary means of communicating with clients which seams to be great but…
1 vote -
XPM | Permissions - Ability to set as default access to Advisor for all staff
Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.
1 vote -
User access - Administrators HQ access to client files
We are getting an increasing amount of (sometimes angry) pushback from clients where when we add Administrators to our HQ account, they are automatically given full permissions over any linked client Xero files, as well as all our ledger files. We are a large firm with over 15 Administrators.
Please give us the ability to CHOOSE, if we want to add all administrators to all files.
OR
Create an administrator role that doesnt need to add them as a USER to each client file.Imagine you have a Xero file for your own personal business, and suddenly notice 13 people…
5 votes -
Xero HQ - Make Analytics and Analytics Plus available in HQ
Why is Xero Analytics and Analytics Plus not available for Xero partners within Xero HQ? Is this currently in consideration because it would be extremely useful to promote to existing clients who are currently using other BI tools that have no API connectivity with Xero and making the financial analysis process much more complex than it should be?
4 votes -
Xero HQ - Feature to identify Restricted or Confidential clients
Need to be able to better identify restricted / confidential clients and have controls in place to not give all staff access to these Xero blue files - currently we need to use manual methods (e.g. add "Restricted" in the client name, and add them to a "Restricted" client group), but this is highly prone to human error, and requires extra steps.
Further, the new Single Client Record function will prevent us from adding "restricted" to the client record name.
This function will need to incorporate the ability to filter out these confidential client ledgers when giving new staff access.
…
2 votes
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