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  1. 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…

    9 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  2. In the HubDoc there is a default setting with a checkbox always marked (active) for "save configuration".

    A lot of mistakes are made because old text is saved and reused when it shouldn't.

    It's better if there is no text instead of wrong text.

    Therefore the default should be unchecked (off) for this "save configuration" checkbox because it causes a lot of problems when the wrong text is saved to XERO.

    See the HubDoc screenshot attached for the "save configuration" checkbox I'm referring to.

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  3. Provide the ability to rename the Partner and Manager field. EG change them to Manager and Accountant

    5 votes

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  4. Hubdoc allows you to download all documents in a folder, and Hubdoc also allows you to download to CSV some document metadata. It would be very useful if Hubdoc had the ability to download documents by folder or by Tag, and further, if Hubdoc had the ability to download the Tags associated with a document when downloading the metadata.

    8 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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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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     ·  1 comment  ·  Xero HQ  ·  Admin →
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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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    Thank you for your engagement with this idea, we know that some of you are interested in the ability to add appointers to the IR6 return. ATM power of appointment can’t be filed electronically, this is a restriction imposed by IRD. The information can be recorded in contacts if appropriate but it can't be used in the tax module unless IRD change their rules.

  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. 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.

    6 votes

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  9. 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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  10. When completing employment earnings and benefits from Xero Payroll into Xero Tax, it would be really useful to have the two linked. This reduces repetitive tasks and reduces input error.

    8 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Michelle - thank you for raising. We can definitely see how this would help. I've checked with our Product team and this is something that is not currently on our immediate roadmap. However, we will continue to monitor this. In the meantime, we are in the process of adding integration with HMRC to pull employment data for all individuals.

  11. Is it possible to revert the new layout on Jobs manager back to the old format - our practice works better with the old screen format - would be good if we had a option to revert back please.

    1 vote

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    Hi Trish, we don't intend to allow users to revert back to the old layout, but understanding detail of what you got out of the old that'd help in the new view would be great and maybe of interest to others in community here, too. 

  12. We have staff on Annual Salaries, but have to pay them as "hours worked". This is not technically correct, as some weeks they work more than other weeks. Their annual leave and personal leave are based on a 38 hr week, but showing their working week as 38 hours is incorrect. Any way we can remove the "hours" on the payslips?

    1 vote

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    2 comments  ·  Xero HQ  ·  Admin →
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    Hey Diane, thanks for submitting this idea 😊


    Currently in Xero, when an employee is set to an 'Hourly Rate' earnings type, it is not possible to remove the hourly.  from the payslip. 


    This is in keeping with HMRC advice, that a payslip must display the number of hours, if pay varies depending on time worked. You can read more about that here.


    However, if an employee is set to 'Annual Salary' earnings type, they won't see an hourly total on their payslip. 

  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. 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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  16. Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
    If so, would this also include VAT group filings?

    Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. International Edition Payroll is very basic. Salaries cannot be allocated to any branches or tracking categories. All debits just go to the Expense Head of salaries etc. Also there is no option to add an employee number that would show up in the payroll reports.

    1 vote

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    Hey Mukhtar, thanks for your post!


    We don't currently offer an international version of our Payroll product. Instead, it sounds like you may have accessed the 'Pay Run' feature in Xero


    Xero's Pay Run feature is a simple payroll tool you can use to pay a few employees in your base currency, as well as running pay reports and managing basic employee information.


    I can confirm there are currently no plans to expand the feature set of Pay Run to include tracking categories or employee numbers as you've described. 


    I'd recommend checking out our Xero App store, to see if there's a app from one of our app partners that provides payroll in your local currency 😊

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

    2 votes

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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!

  19. Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

    No stop/start. 10 minute auto logout.

    Advantages: no additional work for the user
    Disadvantages: not an exact science.

    9 votes

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

    10 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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