1372 results found
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Document Packs | Queries - Client access to all queries in Xero
Would be nice for a client to have access to all queries from accountancy practice directly in Xero, instead of following links from emails. Quite often the client does not notice those emails or ignore it. It would be more convenient to log in to Xero, go to outstanding queries and complete those.
1 vote -
Practice Manager - Automatic time tracking by client
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 -
Xero Workpapers - Order of Workpaper packs should be most recent FY first
When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.
10 votes -
Xero HQ | Clients - Export contact group
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 -
Practice Manager - Email Template for sending invoices
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.
5 votes -
Practice Manager | Group Profile - Select & view group information
Would love to see features to the group profile. Even if they were custom tabs from the business settings (so it applies to all groups). Some ideas are:
Group information - could be a list of the clients and their partner, manager, class, etc (would be great if each firm could select what client details they want to include from their business settings).
Client Fees - could use this section to add services, fees and notes for each client, and then have this total per service, client and group. This way you can update on the go and see the…
8 votesGreat to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
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Xero Tax: Ability to undo field labeled as "edited"
When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"
It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was
3 votes -
Xero HQ - Search for archived clients
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 -
HubDoc - make the subscriber of the Xero file the owner of the HubDoc file
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 -
Hubdoc - Extract tax amount from the invoice
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 -
Practice Manager - Option to exclude 'completed' from job list
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.
9 votes -
History & Notes - Track changes to Client Xero Subscription
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 -
Hubdoc | Create invoice from Excel document type
Allow upload of Excel (.xls .xlsx) document.
Many suppliers supply their invoice in an excel format, Before they can be uploaded into Hubdoc they need to be converted to PDf.8 votes -
Workpapers | Settings - Tax and depreciation default to last saved setting
Hi there
Just a suggestion.
I wonder if we can please make the depreciation and tax depreciation report setting to automatically default to the last saved setting instead of having to save it as default report and without saving it into drafts? Similar to Wrike workflow product.
Thanks
Irene3 votes -
Xero Workpapers - Being able to group entities into one client folder for related entities
To be able to group all related entities together into one sub-folder.
Purpose: Ease of use and navigation when working with Workpapers
34 votes -
Practice Manager | Xero Tax (AU) - Who approved & signed a return
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 -
Xero Practice Manager - Create recurring job from existing task
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.
41 votes -
Automatically update the amount in the upper corner when editing a bill
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 -
Practice Manager - Customise reports with more fields
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 -
Workpapers - Ability to create historic packs (6+ years old)
Ability to create historic workpaper paper packs over 6 years old would be helpful for those clients that need their accounts brought up to date and need to prepare financial statements over 6 years old.
4 votes
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