1350 results found
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XPM - Have multiple timers open and useable at once
It would be great is XPM could have the ability to have multiple timers open / useable at once, so I can stop, start and resume between tasks as you pick up / put down. This was a great feature of MYOB AE.
7 votes -
NZ Payroll - Client Insights
Client Insights - column showing if the latest GST return is outstanding for filing
3 votes -
Xero Tax(NZ) - Losses carried forward
Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.
108 votes -
Workpapers - Edit prepayments
Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.
4 votes -
1099s - Exclude Ramp credit card transactions from 1099 reports.
Ramp credit card transactions should be excluded from 1099 reports but they are currently included.
15 votes -
Allow for Log Out Times to be Set at the Console Level
When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.
1 vote -
Job Manager - Ability to adjust column width
jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???
2 votes -
XPM - Job Manager design
Keep the Xero Classic Look everyone preferred.
The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…
3 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes -
Xero Tax (UK) | Notes on sole trader accounts
Enable notes on sole trader accounts
5 votes -
Practice Manager - Filter for GST filing frequency
Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.
This is currently not an option to enter when adding a new client, would be great if you could though.
2 votes -
projects
We are a booking agent and collect revenue less costs from venues , I currently use sales invoice to record sales(settlement) and enter costs as a negative amount that are an expense in my project, Project treats the deductions as a reduction in income not an expense, can this be fixed?
2 votesHi Tara, it sounds like you're using invoices as a single source to record all this information? However, I'd recommend looking into Xero Projects where you'll be able to enter bills for your venue expenses and invoices for the income you'll receive from the project.
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UK Personal Tax | Include top slicing relief on schedules of data
Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.
1 vote -
XPM - Missing Time
Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.
4 votes -
Match VAT Payments to VAT report
Would it be possible to match a VAT payment or refund to a VAT return?
This way we could easily manage the status of VAT payments?1 vote -
Conversion toolbox - Monthly historical TB Upload Feature
Option to import historical TBs monthly instead of annually.
1 vote -
Workpapers - Format workpaper queries
The ability to format workpaper queries - currently when you type in a query you can enter paragraphs and do simple formatting or spacing out of the query to make it more readable, but as soon as you close the query, any spacing out of the query is lost and all the words run into each other making queries difficult to read.
7 votes -
Hubdoc - Force document into review
Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason
6 votes -
CURNN to be created for multiple associated clients in 1 job
see CX0015898344
I was told that when you create a job for client A, you can only create CURNN for client A.We are unable to make CURNN for client A's association - such as their spouse, their business (company, trust, partnership, etc) or any client in client A's group.
To do a CURNN for client A's spouse, i would have to create a job for the spouse then create the CURNN.
1 vote -
Xero HQ - AML Name List Screening within Xero
AML Name List screening:
As it is a known fact that accountants and bookkeepers must screen or conduct name list screening for individual owner that control >25% share of the company. I my former software Nomisma and Capium, accountant can conduct name list screening within the system without the need for additional subscription.
Once the name list screening is conducted, the result is saved under the individual.
I believe if this implemented in Xero it will make Xero one-stop-shop without the need for using other software.
Also, as i am aware, Nomisma and Capium partnered with third party, but I…2 votes
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