1385 results found
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Xero Tax(AU) - Audit Trail for changes to a tax return
We suggest to add the option to view TAX return versions when modifications are made to the return.
We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.6 votes -
Xero Tax | Search - By Client ID Code
XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.
We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.
25 votes -
Hubdoc - Support Access to Multiple Xero Orgs
Enhance the App to allow persistence of multiple Organizations. Currently if you log into Xero with different credentials for different organizations, you can not do the same in the Hubdoc mobile app.
Instead, the lucky few who have admin access to one of their Hubdoc organizations can invite their username from the other organization. This workaround only works if you are an officer of both, as inviting external users is probably a no no for most organizations. This was almost a showstopper to using Xero for myself for a 2nd org, and I am sure there are lots of people…
1 vote -
Xero Tax (AU) - Ability to hide client / contact fields
Ability to hide more sensitive data from staff.
I have an employee who works overseas. Currently I think we can only hide the TFN details but it would be good to also be able to hide date of birth, address and now Director ID details.
They do not need to see all of the sensitive data when preparing tax returns so it would be good to have some options of what data we can hide from employees.
Thanks
4 votes -
Xero HQ | Tax (UK) - View filing dates
Could you add the ability to track client filing dates for CT, VAT, Companies house etc all in one place?
2 votesThanks for contributing to the community here guys. We will soon be releasing a new solution in Xero HQ which provides one central place to manage your VAT, personal tax, company accounts and corporation tax deadlines. I've shifted this idea to 'working on it' for the time being and we'll let you know when it's available.
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Practice Manager - Set which fields are mandatory on client profile
It would be great to be able to customise if the fields are mandatory or not for new client setups. This would allow us to ensure that the fields we need setup are being setup by the admin team.
10 votes -
AU Tax - Ability to cc another contact
When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)
15 votes -
Profit and Loss - Tracking categories in rows and annualised per periods (in columns)
P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.
9 votes -
Xero HQ | Clients - Export list by group
There is no option to export a group of clients appearing on the screen. We have different managers managing different groups of xero clients and they need to see this rather than export the whole client list and having to sort on excel
6 votes -
Xero Tax (UK) | Produce accounts for registered societies
XeroTax currently cannot produce accounts where the company has a IP registered number. It would appear that the only change needed to do these accounts is to recognise the different registered number format.
4 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
8 votes -
Xero HQ | VAT - View quarter end date on HQ homepage
It would be really useful if we could see the quarter end date for VAT returns on the HQ home page - similar to how we can see the Financial year end.
4 votes -
XPM invoices - show a total for the calculated (WIP) column
In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.
2 votes -
Practice Manager | Clients - Multiple 'Primary' contacts
Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.
2 votes -
Hubdoc - Increase Decimal Places when entering multiple line items.
When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.
16 votes -
Projects: Post journal entries directly to Projects
Ability to post to individual projects from journals.
5 votes -
Xero HQ - Activity Tab in Xero HQ
Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed
1 vote -
Practice Manager | Client - Add Non Active to Return Type
Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.
14 votes -
Provide a function to mark clients as favourites
Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?
19 votes -
XPM User Permission - Ability to only remove timesheet view permission
I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.
It would be really handy if we could assign a user group to a staff member instead of having to…
7 votes
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