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1338 results found

  1. Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.

    91 votes

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  2. Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).

    4 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  3. Why does the Styled PDF report not show the ABN?
    I thought it was supposed to look the same as if it was published but having to publish it
    i.e. I would like to review what the report will look like before it is published.

    Can this be updated please - before are anymore financials are published without ABNs!

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  4. Xero HQ should include a feature called ‘Chart of Report Codes,’ functioning similarly to the Chart of Accounts in Go Xero. This feature would allow Advisors to define and customise Report Codes themseves, rather than relying on Xero's predefined Report Codes, as they possess a deeper understanding of their clients' accounts than Xero. Consequently, Advisors could generate diverse Management Report Pack templates based on different sets of Report Codes configurations to accommodate diverse industries.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  5. Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.

    12 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  6. Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.

    6 votes

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  7. Ability to attach a document to a specific query on the accountant end.
    Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.

    8 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  8. I wish you had the option to remove units and price from the transaction entry screen if you don’t need it-as it is this just requires extra clicks to get transactions in.

    2 votes

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  9. If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.

    4 votes

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  10. It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.

    7 votes

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  11. This would save having to manually assign after clients/contacts have been uploaded.

    2 votes

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  12. The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.

    1 vote

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    Thanks for sharing your idea, Julie. Can see why you'd like this setting for staff that start mid year.

    We'll start to get an idea of the interest from the community through the idea, here.

  13. Not being able to close jobs that still have WIP attached.

    3 votes

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  14. Within the report code descriptions, identifying which IR10 Key Point for NZ tax the report code will feed through to.

    E.g.
    Non-deductible entertainment will go to "Box/Key Point 24 - Other Expenses" and "Box 28 Tax Adjustments"

    This will give a little bit more visibility as to where each item will end up, particularly for the balance sheet.

    If you can segregate this visibility to NZ only files as well, that would be beneficial for other countries not getting information not relevant for them.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.

    1. Waiting on information - return cannot progress until the client provides missing info.

    2. Rejected - return has failed review and requires adjustment before it can be lodged.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  17. Report dates - please add button to lock dates for a report so that when I print reports I do not have to keep on changing the date.

    1 vote

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  18. Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  20. Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.

    3 votes

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