187 results found
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Xero HQ - Add multiple organization to one client record
Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.
5 votes -
Xero HQ | Merge client - Expand pop up
Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.
1 voteThanks for submitting your idea on Xero Product Idea's, Melissa. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Xero HQ | Clients - Relationship date default to today
It would be good if the Date you set on the relationships tab is actually the correct date, not the day before.
1 vote -
Xero HQ to include full client data (UK)
Extend the information in Xero HQ to include full client data.
Information that would be good to see on each client information schedule would be;a. VAT registration date, this is required for security with HRMC so needs to be in one place when contacting them.
b. VAT quarters (We do have clients that don’t use xero and this information is important)
c. PAYE registration details (Not all clients use Xero payroll and equally flicking between various clients bookkeeping systems when on the phone to HMRC is a bit irritating!)
d. UTR details for companies
e. Tax district for Both…1 vote -
Xero HQ - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
5 votes -
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
15 votes -
Custom report formula - formula can look through a closed group
It would be very handy to be able to create a formula in a custom report that could reference a group/custom row that sits within a closed group as sometimes you need these rows in order to drive the formula but they dont add any helpful information to the final report.
2 votes -
Xero HQ | Insights - YTD comparatives
on the Insights tab, be able to also compare YTD vs prior YTD
1 vote -
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
8 votes -
VENDOR NAMES HELD ON INPUT
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
1 voteHi Kari, I notice you've selected Xero HQ on the category of your idea here. I just wanted to check if you're idea here is related to creating invoices in a Xero organisation or from Practice Manager? Thanks
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Notification of acceptance of a Xero subscription transfer
We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?
1 voteHi Jean, I see you've posted this under Xero HQ - Out of interest is this where you'd like to be able to see this sort of notification?
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Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
3 votes -
AU PAYROLL - Employee Contact Details to have termination date and reason column
On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.
1 vote -
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.
11 votes -
Partner status - Client detail in points section
Partner Status - recently we handed over some Xero subscriptions to our clients to pay directly. Instead of gaining extra points for our Xero status, our points have gone down. I'd like to be able to see under each partner points section a dropdown menu of the client names and points per client. This will also help me keep on top of our Xero recharges in case a client moves from one tier to another.
3 votes -
Conversion toolbox - Monthly historical TB Upload Feature
Option to import historical TBs monthly instead of annually.
1 vote -
Xero HQ - AML Name List Screening within Xero
AML Name List screening:
As it is a known fact that accountants and bookkeepers must screen or conduct name list screening for individual owner that control >25% share of the company. I my former software Nomisma and Capium, accountant can conduct name list screening within the system without the need for additional subscription.
Once the name list screening is conducted, the result is saved under the individual.
I believe if this implemented in Xero it will make Xero one-stop-shop without the need for using other software.
Also, as i am aware, Nomisma and Capium partnered with third party, but I…2 votes -
Xero HQ | Clients - Industry Classification Report
We would love a client report showing the Industry as it is in the Xero Organisation Settings.
Currently the report gives the Main Industry classification but not the Sub Category.
For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.
1 vote -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.12 votes -
Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
4 votes
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