19 results found
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…38 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Invoice Templates by Client Type
It would be really helpful if invoice templates could adjust automatically based on client type, instead of having to create and assign multiple templates manually.
For example:
1. Individuals and Partnerships would include the 'Attention' field, but not include the 'Contact Name' field
2. Company invoices would include the 'Attention' field, but not the 'Contact Name' field
3. Trusts, SMSFs, and Charities would include both the 'Attention' field and the 'Contact Name' fieldThis would save time, reduce errors, and ensure invoices are always addressing the legal entity correctly for each client type.
Thanks for considering this improvement!
14 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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SMS Option for Sending BAS for Signing
We'd love to be able to have the option to send an SMS to a client for BAS signing
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Client Verification via BGLiD links through to XPM
It would be great if when a client completes their BGLiD verification, that that data can go back to XPM and complete the Client Verification section. Would save a lot of time & reduce the potential for entries being missed.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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See the partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address.
We would just like to be able to see the Partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address instead of having to go into each client to get this information. Especially useful for new admin staff who need to allocate various correspondence between multiple Partners.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of hte page
Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of the page each time when editing client details.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Practice Manager - Add a VAT Reconciliation report in the Reports section
Hi there, could Xero please add a VAT reconciliation report to the reports section where we can reconcile each VAT period's VAT payable/receivable to the VAT control account. This would make the VAT reviews and VAT reconciliations at year end so much easier and faster.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Job Manager - Client group column
Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM details
XPM details - a lot of clients where I have the same access I couldnt update their xpm details.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Put hyperlnks back in jobs
Previously when a job was created in XPM from ignition, a hyperlink was created to the proposal inside the XPM job. We always click this to access the proposal and issue the invoice when finalsing. This link is now converted to plain text which requires either copying and pasting or opening ignition and manually browsing to the proposal.
Would be great to have this functionality restored.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Contacts listing "They Owe" and "You Owe" more readable if aligned with accounting norms.
The Contacts listing in Xero shows amount owing on left and amount receivable on right, it would be more 'readable' to accountants if it were the other way around:
They Owe - left side / debit / current asset
You Owe - right side / credit / current liability1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Client Pop up window
I propose introducing a pre-profile pop-up in Xero XPM to provide immediate access to critical client information, including linked contacts, billing references, and direct hyperlinks to individual contacts. This feature would also allow for the configuration of custom reminders, ensuring that key client details and actionable prompts are prominently displayed to enhance staff efficiency and client service.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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salutation
Keep the Salutation where it was before.
and be able to upload client photo in their Profile.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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card surcharge description
Have recently had a client complain that the card processing description says 'credit card processing fee' however the client paid with debit card and therefore doesn't think they should have been charged processing fee. This terminology needs to be updated to 'card processing fee' for more transparency.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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A way to write off WIP without it affecting the staff that have put time to the job
We have a few jobs in the system for a client that was very complex and we have since disengaged. We want to write off all of the time but we do not want any team member to have their write ons/offs affected by these jobs, as the nature of them was incredibly complex and this was due to the way the client prepared and sent the information to us, and not the fault of any of our team members.
Xero support has advised that there is no way to write off WIP without it affecting the staff that have…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Staff allocation and milestones at the task level of jobs in XPM
We have certain clients who are set up under a monthly retainer with all included tasks (scope) under the one job. We need a way to allocate and set milestones or due dates for certain staff at the task level of these jobs.
The current milestones which can be implemented after a job template is in use has limited functionality as you can only set due dates from the start of the "job" not for each task as due. If the "job" is not established all on the same date then the milestone dates will not be accurate across the…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Practice Manager - Ability to add additional time entries to a draft bill
Create the ability to update time entries for draft bills.
We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM | Clients - Sync updates for joint bank account details
Joint bank accounts need to be listed in the financial institution details of both parties in XPM. It would be great to have them linked so only one client needs to be updated and the changes flow to the other client, and into the tax returns for both
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Practice - Ability to anonymize Staff login
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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