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1194 results found

  1. Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. When changing organisations, it would be great to see more than five.

    Suggest you show them all so we can scroll until we find the one one want, not just rely on using the search to type in the name of the organisation, if it doesn't appear in the current list of five

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

    9 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  4. Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.

    Currently has per job / task the function to track this but it only allows 1 selection for each.

    The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.

    1 vote

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  5. Please incorporate myxero into practice manager. at the moment there are MyXero, XeroHQ, XPM and XeroBlue all have different but similar settings, which makes thing very confusing.

    1 vote

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  6. Currently all Xero advisor certifications expire in December which is a really busy time for accountants in the UK and it's nearly impossible to get everyone to recertify at this time.

    I think it would be welcomed by all accountants if this could be moved to our quieter season in February/March and I think as a result a lot more people would recertify.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.

    5 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  8. We have a number of sets of accounts that have been prepared under FRS102 1A but do still require an audit in the UK as the group as a whole exceeds more than 2 of the thresholds. There is currently no way to simply toggle on an auditors report, with additional free type text fields to file these via Xero Tax, which would be nice to be able to do and save us requiring another piece of software altogether for these clients.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  9. Improve XPM reporting for Xero Tax to enable extract of who has approved and signed (as tax agent) returns. Preferably including fields from client information - Client, Client Group, Account maanger (aka Partner), Job manager.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Keyboard shortcuts in Xero Practice Manager

    Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
    Dashboard / Clients / Jobs / Tax / Business / Reports tabs.

    3 votes

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  11. We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.

    4 votes

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  12. Now that the Trust requirements have changed, is it possible to update the Client Relationships report. Accountants now have to provide the DOB and IRD numbers for the Trustees, Settlors and Beneficiaries. Currently, if I add the [client] tax number field and the [client] Date of Birth field, I get these fields for the original trust only, I need to get the [client relationship] tax number and DOB please.

    2 votes

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  13. Can we make it possible to amend the 'Shareholders' funds' heading on the statutory balance sheet for companies Limited by Guarantee.

    (or remove the assertion in the Xero Tax guidance that it works for companies Limited by Guarantee)

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. It would be great if we could have access to reports that included all our clients with Payroll into one. E.g. I would like to be able to create a single report that captured all the employees from all account subscriptions we manage so I can see what their hourly rates are so I know who needs an increase when the minimum changes. Currently I need to create that report individually whereas the likes of Paysauce have that top level reporting to include all our subscriptions in one.

    5 votes

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     ·  1 comment  ·  Admin →
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  15. It would be able to add test to due date drop down. Such as "due on settlement".

    1 vote

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  16. TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field

    1 vote

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    Hi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.

    Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!

  17. XPM Reports - Tax Return
    Create/ generate a single Tax Return Report on industry codes which includes: SMSF, Individuals, Sole Traders, Partnerships, Trusts etc.

    Currently we can only create separate reports for:
    - Individuals and Sole Traders
    - Companies

    2 votes

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  18. Removal of 'completed' jobs from the job list when preparing an invoice in XPM.

    Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.

    7 votes

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  19. Have the ability to create report templates using a different set of COA's rather than the Xero standard version.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  20. Time Summary to have the ability to add weekends

    1 vote

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