1379 results found
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Reports realign periods oldest to newest
For Xero reports when running comparisons, the data is listed from left to right as newest perido to oldest.
I have been an accountant for over 20 years, and nearly all other softwares show these reports as oldest to newest from left to right.
Was wondering if there could be a button to just switch this around.
Thanks
Adam
2 votes -
document packs
Why oh Why cant we jus t email the client the document pack. It doesnt require a signature, it just needs to be emailed to the client for reference or to support other information provided at the end of a quarter
2 votes -
GST contractors
Hi,
It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.2 votes -
GST Late claims
Not a new idea however something that we should be aware of.
The late claims button / tab on the new GST return will not show to look into transactions if the Net amount of the total late claims is Nil. This means that if a change is made from April date to March date in July period, when you look at the late claims in the June July return because the amount is netted as Nil they dont show. making it very hard to reconcile your End of Year GST back on workpapers.2 votes -
XPM - Client report including connected Xero organisation
I would like to build a client report that shows the XPM client name but then also shows their Connected Xero organsiation (as this is often different to the XPM name).
20 votes -
super contractor
Invoices submitted by contractors - Xero should have a tick box where we can tick 'I need to pay super on this invoice' and it tracks and records contractor super owing.
2 votes -
XPM - Today option in timesheets
In the timesheets window, a button which takes you back to todays timesheet.
I often have to scroll back, and prepare prior period timesheets, and so it would be handy to have a "today" button, which will automatically return you to the current days timesheet - rather than having to scroll forward (similar to handisoft practice manager).
5 votes -
Xero Tax - Add a simple tax calculator
Tax calculator - Handi has a button you can press for a tax calculator, just enter the income and it shows the Tax, Medicare & offsets (low income & former low & middle income). Awesome feature that allows you to show a client quickly why their refunds are low. Also allows a quick cross check.
15 votes -
Xero Sign - Default wording template
It would be helpful to be able to change the default wording in the Xero sign email and even select from various templates.
Currently the default email is very generic and lacks the tone our practice uses.
3 votes -
Timesheet entry - job keyword search
On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.3 votes -
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
191 votesHi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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ALERT WHEN CREATING TAX RETURNS
AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.3 votes -
GST period needs to be filtered out more
I would like to be able to create a report of clients whose GST filing is due but there are not enough fields to filter them out. We can select 2 monthly but not select whether they are '2 monthly odd' or '2 monthly even' and we can select 6 monthly but not choose which 2 months of the yer their returns are due. It would be great if we didnt have to enter the same info twice by creating a custom field.
1 vote -
Staff login anonymize
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
2 votes -
Bulk dispose fixed assets in XERO Fixed Assets Register
There should be a function in XERO Fixed Assets Register to allow bulk dispose assets that are no longer used/sold.
24 votes -
Xero Tax | Payment Letters - Save comment without needing to approve
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
4 votes -
Its a suggestion to Xero team we need Tick option and select All option when we clearing the supplier invoices under allocate credit please
Its a suggestion to Xero team we need Tick option and select All option when we clearing the supplier invoices under allocate credit please do the needful in application it will be very helpfull for us to clear many invoices in one shot .this will save lot of time for us some supplier having 100's of invoices in month
1 vote -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
2 votes -
XPM - Ability to bill more than the WIP with write-on, but carry credit forward.
XPM Billing - Ability to bill more than the WIP without WIP write-on.
If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…
3 votes -
Xero Tax (UK) | CT600E For Charities
As 'Blue Xero' supports a 'Not for Profit' organisation, it disappointing that an accompanying
CT600 cannot be produced in Xero Tax for a charity.11 votes
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