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1276 results found

  1. Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. We need the ability to copy report layouts from one report type to another. For example I have customised my P&L report by grouping accounts under headings. It would be good to be able to copy the same layout to budgets etc without having to spend time customising the budget report to match.

    23 votes

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    1 comment  ·  Admin →
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  3. Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.

    Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  4. Please revert Payroll Detailed Report back to old format - new format is so nasty to try to reconcile/check against entries due to SOOOO many page breaks in the new format.

    Formatting is ugly and I have no idea why you keep messing with the report formats....new format changes create more pages to print too.... less ease with being able to read/identify issues....same with the Budget Reports. Just ugly and messy to look at.

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  5. I migrated from QB Desktop to Xero last year, and whilst Xero produces the accounts etc perfectly well I find processing book-keeping data takes me around 20% longer than it used to. Here are a few ideas which would speed this up:
    1. Have a button to scroll to next or last invoice, bill, journal etc rather than having to look at a transaction, then go back to the list to see the next transaction.
    2. Allow a default bank account to be set up for e.g. payments, receipts etc
    3. Able to use + - buttons to increase /…

    3 votes

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  6. It would be helpful if the equity workpaper carried forward the attached supporting documents from the previous year like the permanent section and hire purchase sections. Alternatively, you could under the option allow the firms to select what supporting documents they want carried forward to the next year.

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  7. Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.

    50 votes

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  8. The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.

    We would find this feature very helpful when bulk updating client access for our team members when they start or depart.

    We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.

    3 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  10. We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups

    15 votes

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  13. Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.

    4 votes

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  14. We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.

    Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  15. Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.

    3 votes

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  16. Ability to have future tax forms generated for multiple entity types and not just individuals. This will enable practitioners to prepare tax returns for entities that have substituted accounting periods much before the due dates without having to request extensions from the tax office also will give us the ability to work out the timing differences on tax profit more accurately rather than relying on spreadsheets etc.

    221 votes

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    62 comments  ·  Xero Tax  ·  Admin →
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    Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.

    We'll keep you updated on any progress of this in the idea here. Thanks

  17. Cash coding to work for bank transfers

    3 votes

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  18. Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.

    Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
    Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files

    33 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  19. Allow users to easily consolidate their entities to form a consolidated P&L and BS

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  20. Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.

    30 votes

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     ·  8 comments  ·  Xero HQ  ·  Admin →
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