221 results found
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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…
8 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 -
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 -
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
23 votes -
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 - Sync custom fields and client notes
Sync all data to Xero HQ.
We have been moved over to single client record and need notes and custom fields to be synced as well please.
This would prevent the need to manually update client records and prevent risk of out of date data.
Thank you.
4 votesThanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.
We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this 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 -
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 -
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.
38 votes -
Demo Company - Version for South Africa
SA: Feature request for a Demo Company for South Africa
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.
11 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
108 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 -
Reports - Generate a report listing each individual client and their average debtor days.
Generate a report listing each individual client and their average debtor days.
18 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 -
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…19 votes
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