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1345 results found

  1. 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.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Able to create recurring tasks from an existing task.

    Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.

    42 votes

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  3. I often have a draft bill for recurring expenses that I need to edit. When I update the amounts, it updates the total on the bottom, but it doesn't update the amount in the upper right corner (why not?), so I have to edit that as well. This creates another keystroke and mouse move that is annoying. What is the purpose of that total remaining the same after I have made the other changes? It should update automatically.

    5 votes

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  4. Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed

    5 votes

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  5. Document Packs - User permissions

    The ability to lock down who can prepare doc packs vs who can send them. ie. We want admin to prepare but Director to send. Suggest view / prepare / send.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  6. 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.

    6 votes

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     ·  1 comment  ·  Admin →
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  7. Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).

    It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.

    This will give a visual indication…

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. 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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  10. 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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  11. Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".

    An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…

    7 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  12. 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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  13. To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    27 votes

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  14. Being able to adjust quantities in the main quote / information tab, rather than having to go into each cost in a new window to change the quantities.

    5 votes

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    1 comment  ·  Admin →
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    Hi everyone, I understand this idea is about WorkflowMax. 

    Xero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. To reflect these changes we're moving this idea to 'not planned'.

    You can read more about this on the blog.

  15. Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

    Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

    5 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.

    While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.

    It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.

  16. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    4 votes

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  17. Improving XPM Workflow Capabilites with Seperate & Specific Job States & Automation Triggers

    Seperate set of state for different job templates/workflows. XPM currently only has one set of job states. there should be the ability to have multiple for different jobs. These states should also be able to be transferred into a kanban board view and when the job state is changed either by drag & drop or dropdown certain automated actions should be triggered such as automated emails or deploying client or internal forms to be completed etc. At the moment the XPM's workflow capabiliteis are extremely limited.

    3 votes

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  18. In Xero Practice Manager's dashboard be able to enter leave by selecting a start and end date. So we do not have to enter each day one at a time, especially when you have long service leave to enter! This is extremely time consuming and irksome.

    5 votes

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  19. Many of the to-do items under tasks aren't useful or applicable to us. We would love the ability to add meaningful to-do items to our tasks as a default, not on a job by job basis.

    3 votes

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  20. Could we please have a quick add for employees - as in create new employee like invoice, bill, contact?

    1 vote

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    Thanks for the idea and support here, all. We appreciate the valuable feedback on this idea. While we understand that the ability to easily add employees to the + menu would be beneficial to your workflows, we don't have direct plans for making this change within the create new menu in the foreseeable future.

    We appreciate this is not the news you’d like around this but we do want to be upfront with you here to help you make the best decisions as needed for your businesses.

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