194 results found
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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 -
Xero HQ - Export list of users for each client
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
7 votes -
Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by…23 votes -
Xero Sign - Link Signers to existing contacts
Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document
1 vote -
Xero HQ - Staff Audit Log
In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.
This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.
26 votes -
Xero HQ - Add Client reference number column
Add 'Client reference number' to column customization
would be really handy to customize columns and see the Client reference number
11 votes -
Xero Ask - Set up repeating queries
It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.
6 votes -
Xero HQ - Automate Dates in Company Minutes
I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.
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.
3 votes -
Xero HQ | AU Payroll - STP Finalisation Status report
Please add a column in Xero HQ, not unlike "unreconciled items" that notes the STP status of connected Xero organisations. Options to flag in this column are "STP 2 not setup", "[Year] Finalisation outstanding".
3 votes -
Document Packs - Drag & Drop files
Ability to drag and drop PDFs into document packs.
1 vote -
Report templates | Draft - Changes to report code mapping in practice to flow to client org
If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.
You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.
Xero Product Ideas is where our customers can share and support ideas for change.
Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!
1 vote -
Xero HQ - Sync custom fields with XPM
We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.
2 votes -
Practice - Xero Certification QPU Information
It would be handy if we could access a report to see which staff are completing the Quarterly Product Updates and Knowledge Checks
2 votes -
AU Payroll - Extract list of payroll clients
Bring back the ability to extract a list of payroll clients so that we can know the clients who might need assistance with EOFY payroll functions.
3 votes -
Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
1 vote -
Xero HQ - Upload partner signature into compilation report
When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.
It would then carry forward when the draft financials of the following year are prepared.
At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…
12 votes -
Report Templates - Add Payroll reports and tracking summary
add more reports into report template, for example payroll report and tracking summary. Thank you.
41 votes -
Subscription - Select from org users when transferring
When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
This would ensure correct details, as the user name and email address is already in Xero.3 votes
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