1345 results found
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Add invoice from Xero business edition to document pack
Ability to export an invoice created in Xero business edition to a document pack.
For example, if I prepare a BAS or tax return for a client and send it to them in a document pack along with my invoice, I have to export the invoice from Xero and save it, and then add it to the document pack.
It would be beneficial if there was an option in the invoice screen to add the invoice to a document pack, similar to adding a completed tax return from Xero Tax to a document pack.
2 votes -
AU Tax - Franking account worksheet
It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.
Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.
7 votes -
Report template - Re-ordering codes at practice to flow to clients orgs
Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.
The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…
1 vote -
XPM - Create recurring costs / disbursements in a job
It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.
9 votes -
Practice Manager - Display Name for clients
It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.
31 votes -
Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
38 votes -
Practice Manager - Relationship Type
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.
92 votes -
AU PAYROLL - Employee Contact Details to have termination date and reason column
On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.
1 vote -
Being able to add custom queries to custom workpapers
When creating custom queries, only the system default workpapers are available to add the query to. So when you are processing the workpapers, you need to manually move each query to its relevant workpaper, if you want it on a custom workpaper. Please add custom workpapers to the custom query creation list.
Alternatively - if queries were rolled forward from one year to the next, custom queries would only need to be moved in the first year.
1 vote -
Conditional formatting for client queries
Often the first question in a section is a yes/no - it would be good to hide the additional questions that result from the first answer, rather than needing to cover all bases with additional requests for the yes or no question. The shorter the initial list, the more likely the client will answer promptly and correctly.
1 vote -
Why does the Styled PDF not show the ABN?
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 -
Workpapers - Attach Document to Query
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 -
Option Remove Units/Price for transaction entry screen
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 -
XPM- Option to tick off multiple tasks
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 -
Xero Practice Manager (XPM) Remove yourself from a practice in
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 -
Practice Manager - Mark a contact as Primary when importing in XPM
This would save having to manually assign after clients/contacts have been uploaded.
2 votes -
XPM - Ability to set historic Capacity Levels for the Productivity Dashboard
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 voteThanks 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.
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XPM: closing jobs
Not being able to close jobs that still have WIP attached.
3 votes -
AU Tax - Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
14 votes -
NZ Tax - IR10 Report Code Description
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 votesHi David, thank you for the suggestion to add descriptions identifying the IR10 Key Point will feed through to. We will move this idea to submitted for other users to add their support and comments to.
In the meantime, the IR10 and AIM mapping from Xero to Practice Manager support article is a useful resource which contains information on how the fields are mapped.
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