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  1. When you have multiple companies using Xero and utilise the function to approve bills in Xero for audit tracking purposes you need a way to view the number of bills "Awaiting approval" in all of the companies in one place.

    It is very time consuming to open each company individually in order to confirm that there are bills that need approval.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?

    8 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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    Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information. 

    Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)

  3. I have a client family group with 4 people which lives at the same address and now they moved house, so I need to update their address in the system. Instead of updating the address for each individual, I am sure there is a way to prompt the system to detects this old address in XPM, it will then prompt me to change for all of them. I have seen this function when I was using the Solution 6 system about 15 years ago, so I am sure it is do-able.

    1 vote

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    Hey Johnny, thanks for sharing your idea!


    Just checking, the steps below are not applicable here?


    From our Change the address for all clients in a group article:


    1. Select Clients, then select the Groups tab.
    2. Click the name of the group, then click on one of the clients in the group.
    3. Click Options, then select Edit.
    4. Under Contact Details, edit the address details, then click Save.
    5. Click Update Related Clients' addresses
    6. (Optional) Click All Related Clients to filter related clients by relationships or group members. The filter only shows if the client has at least one relationship set up and is also a member of at least one group.
    7. Select the checkbox for each address you want to change, then click Update.


    Let me know if I've got my wires crossed!

  4. I'm a part-time bookkeeper and would find a Calendar or Task List such as Outlook provides very useful for setting up 'Reminders' to carry out certain time critical tasks.

    1 vote

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  5. If a staff member leaves, you would usually delete them as a user. That causes issues, however, if they have set up recurring invoices. These will be left as draft and will not be sent. It would be useful if you could keepa staff member but remove the access so that they can't log in themselves anymore, almost making them inactive?
    It is not as simple as resetting their password because of the 2 step authentication.

    3 votes

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  6. For the NZ tax returns can you add the Appointers to the Import function a bit like the beneficiaries, this is required to be reported to the IRD each year going forward.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. On the New reports - the ability to set a date criteria on each report without it affecting all the other dates. I know you can set up in custom reports but is a pain.... If i wanted to whiz a new report off for a client sat in a meeting, i don't wnat to have to start and edit the layouts. The dates worked brilliantly in the old style management report. I thought it would work the same in the new ones but really long winded. Please can you make it so we can amend the date criteria at…

    5 votes

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  8. It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.

    9 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.

    11 votes

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  10. For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)

    We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.

    7 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
    We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.

    1 vote

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  12. we can now do a prefilling of a return very easily, however, we still need to go into the ATO website to download the full prefilling report (approximate 2 -3 minutes) to find any ATO warnings such a Crypto currency transactions or Capital Gain Disposals for shares....or even worse the client has a warning about excessive prior year deductions claimed. If this was to come across when Xero did the download ATO prefilling and come up on the Xero warning when you validate the returns ...this would save time and potential missing of these warnings

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. My Xero - Managing staff access to clients

    I suppose we have a large-ish accountancy - in My Xero I get a full list of all clients I get access to; that's 25 pages of clients at 50 clients per page. I see all clients irrespective of whether the subscriber is internal (within our accountancy) or external (the client).

    We need to add a new admin staff member and give them “Manage users” + “Payroll admin” to all entities. In My Xero, I drill down into the Staff list, click on the new user and it says I have access…

    3 votes

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  14. Update New Zealand trust financial reporting templates to comply with the Tax Administration (Financial Statement - Domestic Trusts) Order 2022 as set out in Inland Revenue's Operational Statement OS 22/02, including removing reference to repealed Trustees Act 1956 and replacing with Trusts Act 2019.
    Thank you.

    5 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for raising, Andrea. 


    Our Partner Consultants and Account Managers work closely with our Reporting team on compliance requirements. 


    While it is good to get a sense of the interest on the thread here - If not already we'd also recommend raising this with your Partner Consultant or Account Manager so they're aware of your needs in this, too. 🙂

  15. The ability to post be posted from Xero to XPM based on the invoice line rather than per invoice.
    We have a monthly fee that goes out to clients from Xero that has two invoice lines, one being the consulting fee and the second being a software subscription fee. We would love the consulting fee line to post to the "Ad Hoc" job and then have the subscription line go to a new job called "software recovery".

    2 votes

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  16. Add restriction on changing bank account details for client (in XPM and tax return).
    Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
    There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.

    3 votes

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  17. Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.

    4 votes

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  18. I would like to know if it is possible to rename email templates that are used when sending returns or Activity Statements Out for Signature. eg: from 'Custom 1' to a more useful name

    4 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  19. Xero Log on - Alias email address for use with multi practice access.
    Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
    I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…

    3 votes

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  20. Can the timesheet in XPM be synchronized to Xero Me?

    5 votes

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