8 results found
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NZ Tax - Allow for rounding in dividend, RWT and Imputation credit audit check
AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.3 votesWe appreciate your feedback on the warnings for dividend imputation credits in the IR3 with us on the idea, here. Our team do have plans to improve the warning to only be triggered by 2 decimal places.
For now we'll shift this idea to under review and I'll be back to keep you updated on when this work begins. Thanks
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Manual Journal Report with Details
A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.
4 votesHi Brenda, there is the ability to filter by many of the column in the current Journal report. Or is it a different detail you'd like to be able to filter by in this?
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XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…3 votesHi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.
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Report for direct debits
I would suggest that Xero should provide direct debits from all your accounts in one report.
1 voteHi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business?
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Practice Manager | Client - Date of Birth
Just a simple one!
Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)153 votesHi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.
Surely this could be made into an immediate sync, or at the very least an overnight sync?
Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…
121 votesAppreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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new title mx
XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?
6 votesThanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
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Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report
TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field
1 voteHi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
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