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1268 results found

  1. Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.

    9 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  2. When posting the CT charge for the year, Xero Tax defaults to the 500 code in Xero. Not all our clients use this. Is there a way of reverting to the blank accounts codes so we can change this per client? Thanks

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Integration with google drive to have signed returns saved to Google Drive and not just Dropbox

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
    I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. I'd like to add a credit card payment method like in Xero Blue to our invoices in XPM as that is where we create and send invoices from.

    4 votes

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  6. Xero Sign

    Often I send husband and wife docs to sign.

    If we put the wife to sign their return, the husband cannot see it in the pack.

    This might have been some privacy idea but think in terms of a real physical meeting, you have both pwople checking both, or if you post, both check both. It makes sense they both unde4stand each other.

    So ability to see everything in the pack would be good.

    Current workaround is I put the return in the pack a 2nd time with no spots to sign, so the other person can see…

    8 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  7. Why do we need to have all of the 'Z do not use' sections appear when setting up a new pack that then need to be unticked? It would be better to have them unticked in the first place

    4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  8. We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.

    9 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  9. Xero Sign Address book or similar

    Would be great if Xero sign had some form of memory or address book for people who had previously signed, rather than having to input the details each time.

    Whether is was linked to practice manager or just within Xero sign, it would save time having to look up client email addresses, and possible typos in names/emails!

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. Hi There,

    The ability to change invoice number sequencing in bulk for invoices that have already been approved

    3 votes

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  12. I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.

    It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  13. At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.

    This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.

    4 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  14. Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice

    Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.

    20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts

    8 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  15. Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  16. It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.

    4 votes

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  17. The ability to have certain custom fields show up for specific client types.

    For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.

    Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.

    1 vote

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  18. It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.

    8 votes

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  19. When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.

    9 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. In XWP when a task is archived you cannot click on the documentation tab on the task/GL level. You can only find documentation via the section at the bottom of the pack.

    I think you should be able to click on the documentation on the task/GL level even when achieved so you know what documentation relates to each task/GL account without having to figure it out by looking at the documentation names (ex: if you have 5 pieces of documentation relating to 5 different GL accounts, you see them all grouped at the bottom of the pack and you don't…

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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