1199 results found
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1099 Report
The report does not total amounts of “excluded transactions” from the report of less than $600 transactions
1 vote -
Hubdoc Accountant Invoices Do Not Contain All Accounts
The invoices provided in our Hubdoc account do not contain all accounts for all clients on our console as some are included with a Xero subscription and/or comped. Would it be possible to have them included on the invoice at a $0 cost?
1 vote -
foreign currency budget
It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.
1 vote -
Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
1 vote -
Hubdoc - Notification when documents are uploaded
When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.
29 votes -
SSO integration
SSO/idp integration
Can you please urgently advise if you will offer SSO/idp integration for XERO portal this year? Currently you are not meeting corporate security standards!
Thank you1 vote -
NZ Tax - Ability to run a report that shows losses/ICs in a client's tax statement
Would be good to be able to run a report with the Losses fields & IC's fields to be able to cross reference with the IRD agency reports since we have to manually add these
1 vote -
Hubdoc - Auto add new suppliers when publishing documents to Xero
For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.
17 votes -
Reports - Option to build Xero blue reports into Xero HQ
Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.
Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these
4 votes -
1 vote
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Enable payments in bulk
Enable payments to a GL account.
It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.1 vote -
Print TFN Regardless Of Return Status
Be able to print a tax return showing the TFN if the status of the return is completed or further along up to and including filed.
1 vote -
Xero HQ - Default client group on login
HQ Client Groups - Default group to display on login rather than having to select each time. My groups include simple things like Every Day clients, and Annual clients. I want my everyday clients to be all I see when I login and I can go searching for the others if needs be. Without this default group function I've got a list twice as long as needs be for 95% of the year.
The old client list allowed for a default group, why can't the new one? These improvements are supposed to be about reducing the number of clicks required…
1 vote -
AU Tax - Import deductions for individuals from an excel file
AU Tax - It would save time being able to import deductions for individuals from an excel file.
5 votes -
Workpapers: Notify when Review is Complete
Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.
25 votes -
AU Xero Tax - automatically populate tax agent fee from invoice raised in Xero as deduction in tax return
I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return
1 vote -
Business Snapshot
Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?
1 vote -
hide document pack
Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts
1 vote -
XPM - Disburse Xero subscriptions to clients
There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.
3 votes -
Practice Manager | Timesheet - Manage job status
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.62 votes
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