1460 results found
-
Generate a supplier payment list
Payment List
Is there a possibility to add tick boxes to the supplier age analysis? The tick boxes would allow you to produce a payment list of only the ticked suppliers.
The payment list can then be printed in pdf and sent to the payment department.2 votesHi Bianca, would this be the Aged Payables Summary or Detail reports that you're looking at? Within this report you'll be able to add a Filter for Contact where you can select only the contacts you'd like to see amounts for.
-
HubDoc - Align subscription to Xero subscriber
If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?
Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription…
34 votes -
Confirmation when editing transaction before lock dates
After the lock dates is set, xero should prompt advisors to alert them when they try to edit anything before the lock dates, and let the advisors to confirm that they really want to edit the transaction before the lock dates.
1 vote -
Medicare levy- wording
Change wording of Medicare Levy has it is a double negative. Change the wording to something like: how many days were you not covered by private health?
2 votes -
AU Tax - Sort dividends alphabetically in the return
The dividends are not sorted alphabetically in the return, although they are sorted in the prefill. Can we have the ability to sort fields included in the individual tax return worksheets, such as Item 11 Dividends, Item D5 Other work Expenses, and other similar fields.
This will make it easier to check and compare, and it looks much more professional.17 votes -
Insert Property field on Activity
It would be a great help if you could insert a field into the activity page which includes the property address that the invoice is for, so that this would be clear which property the invoice relates to rather than having to go into each invoice to see which property it is for.
2 votesHi Angela, trying to better understand your idea here. When you mention 'property' is this a tracking category that you've set up in your organisation?
-
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.
3 votes -
Hubdoc - Ability to copy & paste document details into Xero
It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.
eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.
40 votes -
Xero Tax (UK) | CT600 electric cars
why can't Xero resolve this. I assume it will be worked on to provide full functionality afterall it is common for companies to buy electric cars.
We have an update from our product team:
'On the Capital Allowances screen they can claim FYAs (add the addition line and in the FYA drop down choose standard) but the amount will be included in box 705.
"We don’t currently populate box 726, zero emission cars. If this applies, an HMRC note can be added on the CT UI. The HMRC note box is found at the top to the right of the…
2 votes -
XPM - Add customisable productivity reports
Productivity Reports
I am using report builder to create a productivity report for my staff. What i would like to show on the report is:
Capcity reducing time + billable time + non-billable time = total time for week
I would then like a productivity percentage calculated as billable time / (billable + non-billable).
I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.
This will then tell me…
4 votes -
Xero Ask - Set up repeating queries
It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.
2 votes -
NZ Tax - Include GST tax type for tax statements report
It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.
12 votes -
default workpapers selected
Please clear the default workpapers that are selected for every workpaper pack regardless of whether there is any data for these items. e.g. operating leases commitments, Home office, GST, BAS, Income Tax, Franking Credits, Borrowings costs.
1 vote -
Bank feed PAYEE name issue
Some bank feeds have transaction details where the bank uses a debit card reference or DF reference in the PAYEE, the reference will contain the actual PAYEE name, for example the PAYEE field will have 1234-XXXX-XXXX-1234 or 123456789DF and the reference will show the actual PAYEE. Can Xero replace the PAYEE name with the actual PAYEE if it sees the above numbers. Too many clients are not replacing the numbered PAYEE and trying to recognise the PAYEE is proving time consuming as clients are not recording the PAYEE with the correct details
1 vote -
Login to Xero - Having trouble
I don’t want to leave feedback
1 voteHi Lee, I'd like to look into this for you. Could you share an image or give some detail of where you're going when trying to access Xero that's giving you a survey?
-
Hubdoc - US Date Format
Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).
This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.
Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…
10 votes -
Ability to edit the tax notes once tax payment notice approved
When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.
1 vote -
top 5 overdue customers
In the Sales overview screen, we can see the top 5 Customers owing the most. Is it possible to add an option to change this to the top 5 customers who have the highest overdue balance?
1 vote -
Allow Separate Ledger posting for director national insurance
There is currently only one default setting for NI contributions to be made to. It is though necessary to separate out employee and director costs. Even direct employees and overhead categorised employees. Other pay items allow postings to different ledger accounts but not NI deductions. Would just save a lot of manual journal posting to correct payroll run postings.
1 vote -
Practice Manager | Jobs - Ability to update job Tax Return is associated
Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.
49 votesHi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
- Don't see your idea?