1230 results found
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bulk
Bulk update account for multiple line entries to allow for easier reanalysis of multiple line items within the software.
Include a feature to make it easier to change the account for multiple line entries at once through the supplier side to make it easier when bookkeeping to reanalyse multiple line items, rather than editing them one by one if they get reanalysed within the accounts.
I.e. for a client I originally posted all AXA payments as insurance, in the accounts they were reanalysed as other staff costs, at the moment I need to edit every single line item included in…1 vote -
Sales Tax report with a document date
There should be an option of Payment date and Document date while generating “Sales Tax Report”
1 voteHi Aftab, just to make sure I understand your idea here. When you mention 'document date' would this be the issue date of the invoice or bill, associated to the tax item?
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Hubdoc Settings Audit/History trail
We recently had an incident where a client's Hubdoc documents were pointing to another client's Xero file, but it had only changed in the last month. It would be great if Hubdoc had an audit trail for changes to system settings, so we can work out how it happened and put measures in place to prevent further instances.
1 vote -
AU Tax - R&D Schedule to automatically fill Part B7 and Part B9
The R & D Schedule does not automatically pull through the following items in the tax return:
R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.
Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B
3 votes -
Archive Tax returns
It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year
2 votes -
XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
4 votes -
Xero Tax (AU) | Tax Estimate - Deceased Estate
Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.
9 votes -
Xero Tax (UK) | Personal - Show Box numbers
Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?
1 vote -
Discuss only access
I essentially would like a feature where we can invite clients with discuss only access or for the ability to discuss to be added to read only access.
Where we have clients and we act as there bookkeepers there are instances where clients occasionally code transactions in the books which ultimately need to be reversed.. For these clients ideally they should provide us the info to enter as we are spending more time correcting incorrect transactions.
We have moved to using Xero discuss over statement lines as are primary means of communicating with clients which seams to be great but…
1 vote -
Hubdoc - Time Tracking for users
History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.
3 votes -
Hubdoc - Option to set Account Codes that can be selected
Can we dumb it down for our clients when it comes to selecting the account code. When creating an invoice or a purchase bill we should not be able to code it to Accounts Receivable or Accounts Payable. When posting directly to Xero it gives you an error but when someone is posting to BILL or QuickBooks it continues to let it go through. Then when BILL syncs with Xero it causes a syncing error. This is also an issue with the bank accounts being select as the account code. Why can we just remove bank accounts, AR and AP…
2 votes -
Xero SA800 Partnership Return
Can you please let your xero partners have an update on when SA800 partnership returns will be enabled within xero for submission to HMRC?
We would really appreciate an update on this.
1 vote -
xero ask sub questions
Can you please make it so depending on the answer to a question, it can add in another question? I am setting up templates for client onboarding and I want to ask a question of whether they are already registered for tax. If they say yes, I want another question to pop up asking for their UTR.
1 vote -
XPM - Tax return and invoice combined report
XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.
1 vote -
Avalara for Canadian Xero Accounts
US Xero Clients have Avalara built into Xero as the Auto Sales Tax feature. With legislation changing significantly around Sales Tax in the US, Canadian Companies who sell into the US would really benefit from having the same feature available to them.
1 vote -
XPM | Permissions - Ability to set as default access to Advisor for all staff
Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.
1 vote -
UK Payroll - Set an end date for payroll deductions
I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.
11 votes -
Xero Tax - PAYG Instalments Estimate For Individuals pre-ticked
PAYG Instalments Estimates pre-ticked
The Print PAYG Instalments payable on the individual tax return Estimate page defaults as "No". This needs to be manually turned on, and even if the client has generated instalments it will not appear on the tax return unless manually selected. Preparers and reviewers may miss this. If it was set on as default then it would not be missed.
12 votes -
1 vote
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Practice Manager - Bulk update jobs via import
Allow importing csv files to update existing jobs in bulk
14 votes
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