220 results found
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Xero HQ | Document Packs Email Templates - Ability to edit
Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.
56 votes -
Xero HQ | Ask - Add more greetings placeholders, including given name
It would be good to have more flexible saluations in Ask covering emails, particularly when asking for information for personal tax.Being able to use the given name for someone, for example, (as per most emails that peope send) would be a good start.
8 votes -
Xero HQ - Viewing all clients on screen
Would like the ability to be able to view all clients on screen in Xero HQ for the purposes of merging duplicates as being able to click the 'Show more clients' means it's difficult to navigate where there is a trading name and legal name in different parts of the list.
1 voteHi community,
Our product team recently made significant improvements to the client list! 🥳
You can now choose how many clients to show per page, making it easier to see many more clients. You can now also sort your client list using many more columns. Previously the only column you could sort by is client name but now you can hover over all the columns (organisation name, email address, phone number, business number, subscription type, industry classification, connected banks, financial year, Bank feed deprecation) on the client list and sort.
Finally, you can also merge or add clients to groups from the list page.
The product team don't have any plans to enable the ability to view all clients on one screen which is why we're shifting this to 'not planned' but we believe that these combined changes will provide a better navigation experience.
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Xero HQ - Link organisations into a group
Being able to link companies in a Company Group would really help to track intergroup transactions and loans
2 votes -
Staff Report - Client & organisation access
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…
27 votesHi 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.
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Xero HQ | Report Templates - Increase number of Director & Partner fields
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 votesThanks 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.
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Xero HQ - Ability to bulk remove users
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.
25 votes -
Reports - Restrict access to custom reports created in the incorrect tab
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 -
XPM - Option to upload Xero Ask attachments to Xero Files
An option to have uploaded files in Ask to be added to Files. Currently have to be downloaded and then uploaded again to Files. It would be more efficient to have the option to add directly to Files
3 votes -
Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all
In the bank account tab it would be good to have a tick box where you can select the accounts you want in your report. I have some client with 6 or more different bank accounts. If I only have two with un-coded transactions, being able to tick those two and then run the report would be practical and easier for my clients to follow.
32 votes -
Xero HQ Ask - Option to attach Xero reports without downloading it first
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 -
Xero HQ: View client lock dates in HQ
It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.
This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.
14 votes -
Practice Report - Add Bank Statements
Report Packs had the facility to add Bank Statements to it, but the new Reporting Templates does not support this. It would be really handy to have this as a template, as we roll it out across many of our clients
3 votes -
Xero HQ | Client list - Update address from Xero 'blue' organisation
Automatically pull through client addresses from their Xero to Xero HQ Client List to avoid having to enter them manually each time and to ensure that any change of address is updated.
7 votes -
Xero HQ: See list of organisations pending STP 2 transition
I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?
5 votes -
7 votes
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Xero HQ - Bulk remove users
We have lots of Xero systems that belong to one client, one of their admin employees left and we had to remove their e-mail address from each Xero system manually. It would be much easier if we had users' directory and be able to filter by e-mail address and remove people much easier from the associated companies.
4 votes -
Reports - Reinstate Combined Departmental report in new P&L
The old version of profit & loss will retire in 31 July. However, the departmental combination report is really helpful. As per attachment, it compares the performance of each department on one page. It is much easier to use and review the performance. Currently, no other report has the same function.
The new version of p&l also has the function to filter the p&l for each department. However, there is no combination report as the old version.
It would be really helpful to have a combined departmental report as the old version of p&l.
4 votes -
Projects: Post journal entries directly to Projects
Ability to post to individual projects from journals.
12 votes -
Xero Ask - Link to XPM Job References
Link Xero Ask to XPM Job Numbers. We want to use Xero Ask, but we need it link the questions to specific jobs as well as specific clients.
6 votes
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