1332 results found
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UK Tax - Xero Files Preview to be available on Cash Based VAT Returns.
Currently there is the ability to click on the file preview within an accrual based VAT return and this will pull up the attachment on that transaction. This doesn't work on the cash based return unless the attachment has been attached to the payment itself rather than the bill/sales invoice entry.
It would be helpful if the cash based return could pull the attachments from the same bill/invoice area as accrual based returns.
3 votes -
Payroll - Tracking/Department Coding for reports
Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.
30 votes -
Practice Manager | Client Report - Include Client Verification notes as a reportable field.
Practice Manager - Client Report - Include Client Verification notes as a reportable field.
Wanting to create a report that enables us to view the notes added to the Client Verification section. Currently it looks like you can only build reports with the Date Verified, Verified by and Verified fields. Would be good to be able to also view the notes. Particularly for non-individual clients who also need to have the relevant individuals also verified which does not always happen at the same time.
Current workaround is to create a new custom field to record the same information as recorded…1 vote -
Reporting - Detailed Tracking Summary with Notes
Please bring back pre-July 2023 changes tracking summary (detailed) with Notes 3 Codes, I rely heavily on it.
1 vote -
Hubdoc - Filter documents by the user that uploaded them
There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.
We would like a filter that allows you to filter by user.
13 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
12 votes -
Workpapers - Ability to edit to meet compliance needs
Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…
34 votes -
Xero Tax (UK) | Ability to switch between FRS 102 to FRS 105
Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.
The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.
We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).
TaxCalc (which we came…
27 votes -
Ability to use Biometrics when Logging into Hubdoc app
Ability to use Biometrics when Logging into Hubdoc app. It's great to add receipts and invoices on the go using the Hubdoc app, but manually typing in the credentials to log in slows down the process. It would be great if you could use the phone's facial recognition or fingerprint to quickly log in.
1 vote -
XPM Custom Reports - Bulk select new fields to add
It would be handy to be able to select (and deselect) in bulk when adding fields to a custom report. Currently, you can only select one item at a time from a dropdown list. It becomes very confusing when adding multiple fields, particularly when you have to keep scrolling down to find the field that you need. Also, it is difficult to determine which fields have been added etc.
it would be useful to have checkbox function to select and deselect the required fields.2 votes -
Xero HQ - Ability to bulk remove users
Have the ability to bulk remove users. We have just taken over 6 Xero accounts and the previous advisor has 100+ staff members that need to be removed from each account, it's going to take me forever to do this individually.
15 votes -
UK Payroll: Read only payroll role
Be able to set up a "read only" user for payroll so that clients can review/approve payroll run documents before we as agent post the run.
3 votes -
AU Tax | Email - View placeholders before sending
When preparing a cover email for documents being sent for signature, it would be great to be able to view the placeholders before sending the document, to check it reads correctly for the scenario.
1 vote -
Practice manager | Xero Sign - Report on date sent
Ability to be able to report on the date sent for Xerosign returns. The date sent is recorded but you can't report on it. This would make follow ups a lot easier to be able to see when each out to sign return was sent for e-signing.
3 votes -
XPM - Create a Quote for a group of clients
At present it is not possible to provide a quote to a group. Eg Joe Bloggs has a company, trust, partnership and smsf and his wife and kids. We want to provide a quote for the group however XPM only allows the quote to be done for the one client.
1 vote -
We use fixed fee pricing for most of our services but we want to track time and see if the job is profitable.
This would be so beneficial as it would allow us to use inventory fixed fee pricing like in Xero but still analyse staff time cost against the fixed fee price
1 vote -
We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs
We do not use milestones - is it possible to stop this showing in jobs so there is less info on the jobs
1 vote -
XPM - Add the ability to insert {year} or {ClientName} so that it prefills into the job when we create a new job
It would save so much time if we could prefill year into the job name when we create a new job, and client name into the description so that when the description prefills into the invoice it specifies the entity.
1 vote -
Xero Tax (NZ) | Allocation of Provisional Tax Payments
When a tax payment date falls on a weekend and a payment is then made on the Monday it incorrectly applies the payment to the next provisional instalment date in the Provisional Tax tab in the clients Tax Statements area. Can this be fixed?
4 votes -
Practice Manager - Bulk option to Write Off Balance for 'Xero Export Failed' zero-balance invoices
Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"
1 vote
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