1460 results found
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Xero HQ - Filters for Client Partner and Client Manager / Xero HQ reporting
We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.
We would find this feature very helpful when bulk updating client access for our team members when they start or depart.We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.
3 votes -
Auto Tax LCA alert
if the address pulls up in a LCA that is not currently added, to have the ability to register that LCA to allow the correct tax rates? That would make it easier to know that the LCA is new and needs to be registered.
1 vote -
Hubdoc - Convert Rayne State Bank statement
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Run a report to show all client notes added
Run a report that will show all notes added by a client.
E.g
- Client A reviews their xero, and realises the cost centre is incorrect and adds a note (not the description)
- Manager is reviewing the bookkeeping and wants the bookkeeper to reallocate items and attaches notes to the reports.These notes cant currently be ran on a single report.
1 vote -
XPM - Sync contact groups to Xero
Sync clients grouped in Xero Green to Xero Blue. Currently groups can be created in Xero Green and Xero Blue independently but are not synced or linked. It would be efficient and helpful to sync the groupings we have created in Xero Green across to Xero Blue.
2 votes -
User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
4 votes -
Reports with a minus symbol eg: -£1234 not (£1234)
Option to show negative figures on reports with a minus symbol eg: -£1234 and not (£1234)
1 vote -
First year flat rate 1% discount - VAT
Have Xero automatically set the flat rate percentage to claim the 1% discount for the first year of registration. This would save time and human error is having to make a manual adjustment.
1 vote -
User adjustments
We want staff to be able to view customer statements but not have access to our firm's bank account.
Currently this is not possible when editing the user permissions.
We have always used a QuickBooks desktop where this has been possible.
If one of the partners is no in the office, the staff cannot access a customer balance, and we do not want to provide them access to view the firm's bank account.
We hope this is rectified soon.
2 votes -
Hubdoc - Ability to move invoices between entities
We have a group of entities, all on Hubdoc.
To save having to communicate with all suppliers which individual email they should use, we would prefer our group invoicing email to bring invoices into a central area on Hubdoc, so the invoices can then be dragged into the relevant entities2 votes -
Practice Manager - 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.
2 votes -
Xero Personal Tax (UK) amount due column
We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.
Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.
3 votes -
AU Tax | Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
5 votes -
XPM Report Builder - list of all data fields by report type
Previously, there was a list online which showed all the data fields and which reports contained which fields, which made it really easy to build customised reports that held all the fields I needed, or allowed me to confirm that I needed to combine two separate reports. That list has disappeared.
Can you please release an updated list of data fields for the report builder for XPM so that it's easy to identify which fields belong in which report?1 vote -
Hide job state for certain staff
The ability to hide a Job State (eg Completed) from the quick edit selection and within editing a job, from select users would be great.
Eliminating the possibility for a user to incorrectly move an open job to a state that should only be closed by the Admin Team.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!
1 vote -
XPM - Add a Budget column under Group
Hi There,
We are wanting to add a new column under the family group view in XPM to show the budget against the open jobs. Making it easier to see what budget has been allocated again each job to make it easier for billing.
Thanks,
Annalise1 vote -
XPM - Add multiple email addresses for client
We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…347 votes -
Automatically archive Tax returns
It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year
6 votes -
Xero HQ - Add a Chart of Accounts for use with SMSF's (self-managed super fund)
Have a chart of accounts to be able to use for SMSF's
13 votes
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