194 results found
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Xero HQ - View connected apps by client
Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.
44 votesAppreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
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Xero HQ - Ability to have multiple tax agents for STP lodgements
We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.
This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.
It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…
9 votes -
Xero HQ - Add a Chart of Accounts for use with SMSF's (self-managed super fund)
Have a chart of accounts to be able to use for SMSF's
17 votes -
Transaction list showing unapplied payment amount
We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.2 votesHi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?
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Xero HQ - Bulk set and edit client lock dates
It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.
2 votes -
Xero sign - Simplify client login for signing documents
Improve the way clients can create accounts and log into an existing xero account.
If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.
Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.
2 votes -
Reports - Add "does not contain" filter
Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you
25 votes -
Xero HQ - Ability to bulk Accept Subscription Transfers
Ability to bulk Accept Subscription Transfers- when accepting transfers or converting clients in bulk from QBO or QBD the ability to bulk accept the organization under the firm would save significant amount of time.
1 vote -
Xero HQ - Shortcut for balance date
Could you please add a shortcut for the balance date in the journal section, so the accountant doesn't have to keep typing '31/3/202x' multiple times at year-end?
1 voteHi Laura, would this be within manual journals entry of a Xero organisation? If so, we do have some date entry shortcuts that could be of use here.
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Xero HQ - Move the "Go to Xero" button to the left of the client's name
Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.
5 votes -
Xero HQ - Report template - option to include a custom column similar to custom row
Add a custom column similar to a custom row into reports.
This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.
This currently can't be done in reports.
24 votes -
Document Pack - Ability to hide
Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts
3 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.
12 votes -
Document Packs - Send me a copy of the email
Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.
39 votes -
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.
7 votes -
Demo Company - Version for South Africa
SA: Feature request for a Demo Company for South Africa
5 votes -
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)18 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
109 votes -
Document Packs - Signature format with Name, Signature and Date elements
Improve the look of the client signatures on document packs. Particularly with the financial statements, it includes a date and a name but this already is present on the document.
If we could have different elements for name, signature and date that would make it look clearer.
3 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
3 votes
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