1453 results found
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XPM: Include 'Client Type' field in the csv template for bulk upload
The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.
13 votes -
Practice Manager | Actual time reports based on actual time (not rounded)
If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.
In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…
3 votes -
Reports - Add additional filters on WIP report
Additional WIP filter functions.
Extract a WIP report base on value i.e. > $1,000, 90 days etc.
1 vote -
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.
33 votes -
XPM - Time Scanner & Tracking
Similar to Xero Receipt Scanner, but just for timesheets
A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.
2 votes -
5 votes
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AU Tax - Business and depreciation schedule
We would like to have the following additional schedules:
Company Tax Return - business schedule
Individuals - Depreciation schedule allocated against partnership income
28 votes -
AU Tax - Tax offset from superannuation income stream
it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.
26 votes -
NZ Tax - Automatically select 'Split Provisional 50/50' for clients.
It would be helpful if XPM could automatically select 'Split Provisional 50/50' for clients since the system already has the information from the IRD to do this. This would stop clients future provisional tax showing incorrectly on a current tax return and in tax payment reminders and would instead ensure the figures advised to pay agreed to the IRD's figures without us having to manually intervene.
8 votes -
Activity Statement - pre-populate W1 and W2
Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.
17 votes -
Practice Manager | Jobs Manager - Ability to add or delete columns
Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.
3 votesHI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
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AU Payroll: Filter superannuation payments screen
Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.
9 votes -
Xero tax (UK) | Balance sheet tagging
I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?
1 vote -
Reporting / Billable Expenses - Cost of Sales between the invoice and its source bill
Reporting - it would be helpful if it was possible to draw supplier bills that have been assigned to a customer with the relevant customer invoice to compare raw figures of income against cost of sales. At the moment this is not possible. My CEO regularly asks for the info between COS and invoice amount. I am currently trawling through 50 invoices over a 2 month period for one supplier.
2 votes -
Xero HQ Ask - Client portal to see all queries on multiple entities
A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.
1 vote -
AU Tax - Beneficiary Title to include King's Counsel option
The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.
1 vote -
XPM | Job Manager - Update dates on Jobs in 'All Jobs' area
I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning
3 votes -
XPM | Job Manager - Search by Job Name
The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?
2 votes -
Practice Manager | Job Manager- Value column to show amount($) of the time budget remaining
Hi
We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.6 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.
16 votes
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