1409 results found
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Filter staff client lists by "Org access"
The ability to filter by "Org access" in Xero HQ to show only the Xero files a staff member has access to, and exclude clients they only have Xero HQ Edit rights for.
2 votes -
Practice Manager - Customise report templates
Would be great to be able to customise reports generated through XPM so when generated it pulls through with the company logo, font preference and formatting instead of the generic format OR exporting to CSV and having to edit this every single time.
2 votes -
AU Tax - Update Contact default to Tax agent/Practice name
For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…
5 votes -
Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
4 votes -
XPM - Job notifications to display on dashboard.
It would be beneficial if notifications were displayed on the job dashboard in XPM, specifically for each individual job.
1 vote -
XPM - Notification of draft invoices
It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.
Probably just one email per day so they are not being spammed!
3 votes -
Inventory - Sales price history in invoice screen
The ability to see the history of an item's selling pricing within the Invoicing screen would be extremely helpful. Sales staff would be able to quickly access the selling price history of items within the Invoice screen to ensure that the latest price is used on invoices.
The ability to see this history within the invoice screen will also remove the need to access a separate report in Xero to view the history of inventory item sales price, which will save a lot of time.
This would also be particularly beneficial for businesses who have frequent changes in their selling…
3 votes -
Hubdoc - Force document into review
Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason
5 votes -
Checking of Bank Reconcilaition
Would it be possible to have a report that shows the bank transactions and the bill/invoices that it was reconciled with? It's time consuming to check transactions one by one just to find a transaction that was incorrectly reconciled. Please see below example for your reference.
2 votesHi Marleth, the Account Transactions report can probably help you here.
You can customise the report to add a Related account column, where you could then run the report to view the bank account and related account each line was coded to. Does this solve your needs?
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Bank Account assignment with tracking categories on Balance Sheet
When using Tracking Categories on the balance sheet, we should be able to assign specific bank accounts to specific columns (or tracking categories). it would just be a feature where the balance "as of date" just displays in the column, regardless of all the prior transactions.
Additionally, when paying loans, if a tracking category is assigned for balance sheet tracking purposes using columns, the Bank Balance that is transferred to the note becomes a Liability on the balance sheet. This is crazy. You're essentially reducing the Note liability balance & then increasing it by the same amount as a negative…
1 vote -
Partner status - Client detail in points section
Partner Status - recently we handed over some Xero subscriptions to our clients to pay directly. Instead of gaining extra points for our Xero status, our points have gone down. I'd like to be able to see under each partner points section a dropdown menu of the client names and points per client. This will also help me keep on top of our Xero recharges in case a client moves from one tier to another.
2 votes -
XPM Timesheets - Represent timesheet entries as blocks on a calendar
Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.
- It would be quick and easy to identify gaps you are missing
- Being able to drag them to extend or reduce entries
- Being able to copy and paste an entry. Make for faster input.
43 votes -
Xero Tax(NZ) - Losses carried forward
Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.
84 votes -
Multicurrency - Cheque/Check Log
We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.
3 votes -
Fetching bank statements and checks
I’d like to suggest enabling the ability to fetch bank statements and check images directly, especially since Xero already offers a bank feed feature.
QuickBooks Online (QBO) includes this functionality, where statements and checks are automatically retrieved and saved in the file section. It would be helpful to have a similar feature in Xero.
3 votes -
Practice Manager | Permissions - Staff ability to view billing client
We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.
We would like the Access Financial data tab broken up to enable staff to see the billing client.
4 votes -
Xero Tax (UK) - Allow accounts to be signed by current directors rather than those in place during the year.
Imagine that the worst has happened and the entire board of directors were eaten by sharks on the first day after the year end.
Currently Xero Tax pulls the list of Directors from Companies House for the year in question, so
while new directors could be appointed, none of them would be selectable to sign the Director's Report or Balance Sheet in Xero Tax. On the other hand we would be able to select Directors to sign the accounts who in this hypothetical situation were busy being fish food.Please change the signatories so it selects from current Directors at…
3 votes -
XPM - Reorder timesheet entries so the most recent is at the top
XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.
2 votes -
Customise purchase overview page
My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites
1 vote -
Client Insights - Ability to see all clients lock dates within xero
Client Insights - Ability to see all clients lock dates within xero.
We use these as month end closing records and would be good to ensure we can run our eye down the list to see everyone has met their month end due dates and which clients need assistance.
3 votes
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