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233 results found

  1. Please add the account code column?
    I also wish to have the exported documents sorted by account code or account name.

    5 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  2. It would be nice to have a report where you show the Transaction Date, Account, Check Number, Description, Coding.

    Currently the Check Number is not a data field that you can put into a report.

    4 votes

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  3. It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.

    2 votes

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  4. Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !

    12 votes

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    4 comments  ·  Xero HQ  ·  Admin →
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    Is there a specific report or reports you'd like to do this with, Suveera. 

    Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers. 

  5. At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
    Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
    I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…

    6 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  6. Report Fields
    Would be nice to be able to auto populate the net profit into new reports as older report packs did.

    The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?

    7 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  7. It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    44 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  9. A common situation we have with our clients' live Xero files is that the client wants the Legal/Trading name and Display Name as their business name, but we want it as the actual entity name. E.g. we would like to see A & B Smith Family Trust as the entity name in financial statements, but the client wants all their other internal reports/invoices as their trading name, say Adam's Mechanical Services.
    We often find ourselves changing the name to what we require, publishing financials and then changing it back to keep the client happy.
    It would be helpful to have…

    10 votes

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  10. No option to select 'File MTD VAT Return' in bulk for clients when setting up a new staff member in Xero HQ. After assigning the clients in bulk for a new staff member you have to then go into each client individually to give this permission.

    22 votes

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  11. Being able to link companies in a Company Group would really help to track intergroup transactions and loans

    2 votes

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  12. Add 1 schedule to report packs for both tax and accounting depreciation methods

    10 votes

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  13. Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.

    You cant even generate a report for this in myIR Intermediary.

    8 votes

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  14. Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
    So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
    Can you increase the fields for more than 4 directors and even more than 4 partners.

    12 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

  15. Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.

    51 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  16. If you create a report in the custom tab rather than the adviser tab in error, it would be good to be able to either lock it so it has as restricted access to that custom report almost as though it's password protected (ie only the creator can see for example) or have the facility for it to be moved to the adviser tab to allow it to have restricted access to advisers only.

    3 votes

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  17. For example:

    Question: Do you have ***? Yes/No

    If Yes – add a file attachment
    If No – then go to next question

    (As in MS Forms)

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  18. Would be great if on the 'Ask' Tab when you've loaded the search query and picked the finical period in question you could attached the TB or other reports within Xero with out having download first and attach it.
    It would also mean you could do serval clients in one sitting rather than one at a time, which an email would be quicker for.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  19. Currently when a staff member leaves we can remove their access on the clients we subscribe to Xero but can't remove access where the client subscribes directly and has invited them in.

    For security purposes, it would be good if the practice admin could easily run a report on the leaver showing all the clients they have access to. You can do this on screen however we want the client managers to get in touch with their relevant clients as they have the relationship.

    I recently had a staff leaver with c100 clients I couldn't remove access to myself and…

    23 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.

    When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.

    The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.

    We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.

  20. Have the ability to bulk remove users. We have just taken over 6 Xero accounts and the previous advisor has 100+ staff members that need to be removed from each account, it's going to take me forever to do this individually.

    23 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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