207 results found
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Reporting - List invoices and Bills separately
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 -
Clients - Ability to view if a clients deleted from Practice Manager
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 -
Report Templates - Notes to the financial statements - Going Concern
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 -
Xero HQ - Client Groups Reporting
I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.
19 votesHi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
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Xero HQ: Send Engagement / Disengagement letters from Xero
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?
4 votes -
Document pack - Select email to receive notification for signed pack
A way to have the notifications for signed packs be sent to a specific email address.
For example:
x creates and sends the pack but y is notified when it is signed.12 votes -
Published Reports - Save with custom filters
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!!!
22 votes -
Xero HQ | Tax (UK) - View filing dates
Could you add the ability to track client filing dates for CT, VAT, Companies house etc all in one place?
2 votesThanks for contributing to the community here guys. We will soon be releasing a new solution in Xero HQ which provides one central place to manage your VAT, personal tax, company accounts and corporation tax deadlines. I've shifted this idea to 'working on it' for the time being and we'll let you know when it's available.
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Xero HQ - Include Partner Edition Subscriptions in export of client list
Exported Client List - Include Partner Edition Subscriptions (e.g. Ledger) in export of client list to csv file. This helps us to review our current ledger subscriptions and ensure we are not unnecessarily subscribed.
1 vote -
Xero HQ - Custom Staff Groups
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.
8 votes -
Projects: Post journal entries directly to Projects
Ability to post to individual projects from journals.
5 votes -
Xero HQ - Activity Tab in Xero HQ
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 -
Provide a function to mark clients as favourites
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 -
Xero HQ - Add user to all practice tools (HQ, Workpapers, Tax) in one click
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 -
Xero HQ | Clients - Export list by group
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
5 votes -
User roles | Permission - Give cashbook client access to chart of Accounts
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 -
Document Packs - Select signatories from Xero HQ
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…9 votes -
Xero Sign - Order the signature
Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.
9 votesThanks for the idea, Sandra. This is something our team are looking into 🙂 We'll shift to 'Under Review' for now and I'll be back with more when there's news.
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Contacts - Colour coded status icons for invoices and bills
When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
Same applies for Invoices created/sent/paid1 vote -
Xero HQ - Business Client Dashboard
Xero HQ - Business Client Dashboard
I would like a section in Xero HQ to see key metrics across my business clients in the form of a dashboard screen.
The data displayed should be almost like an 'early warning system' for practice linked business clients that are falling behind on:
- Administration (Bank rec transactions, unlodged payruns/bas forms)
- Business performance is suffering (Significant decrease in quarterly sales, High 90 day+ debtors)
- Accounts hit certain thresholds set at a client level (Bank account overdrawn, GST/PAYG/Super Liabilities over a certain threshold)
This could also be used to spot client performing really well too.
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19 votesAppreciate the idea and detail you've shared on the needs here, everyone.
As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog
The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.
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