1408 results found
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XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
1 vote -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
2 votes -
XPM - Ability to bill more than the WIP with write-on, but carry credit forward.
XPM Billing - Ability to bill more than the WIP without WIP write-on.
If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…
3 votes -
Hubdoc - Warning when drag & dropping folders
I find it very easy to accidentally drag and drop folders into another folder in the documents list and then it's gone before you even notice which folder it was or which folder it got dropped into. Please please please add a pop-up query when a folder is dropped into another folder - "do you really want to do this?"
2 votes -
Contact Notes
This would help a lot!
What :Can the notes section be made available to view from Contacts tab .
Why : You have to click on files to see it
How: If it is there I can see if I have to watch out for anything specific ..i.e rate change or new bank details
Kind Regards Andy1 voteHi Andy, do you know about the separate notes feature in the Contact details rather than History & Notes? You can add notes about your contact that will be displayed on Contact details tab of a Contact record. Appreciate still maybe not as efficient as you'd like ti to be but maybe a little more prominent and save a click 🙂
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Filtering in the Archive Space within Xero HQ
Being able to filter with in the archive space of Xero HQ. This would enable sorting of clients to clean up clients with Xero files etc.
1 vote -
Xero Sign - Ability to set sender email
It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.
2 votes -
Add Groups to Job Manager filtering/sorting columns
Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups
19 votes -
ooa email
Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.
2 votesHi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
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AU Tax- Ability to assign draft Activity Statements
Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.
1 vote -
Transaction list showing unapplied payment amount
We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.2 votesHi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?
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Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
12 votes -
Editing Transactions
Wnen editing a transaction - to change tracking, for example - Xero, by default, changes the transaction date to the date of the amendment. This causes problems when the transaction crosses a FY boundary. It would be less problematic if the original transaction date was retained, unless the user specifically changes it.
1 vote -
XPM | Clients - Ability to see notes at group level
It would be incredibly helpful for us to be able to view the notes on a profile when you view it at group level.
Currently we don’t use this feature because when a note applies to a whole group (which it often does), how do you know what entity or individual within the group to record the note against.
Creating the view to see all notes for a group it won’t matter so much where the employee decided to leave that note.
2 votes -
Xero Tax (UK) | Add table for operating profit note
Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.
2 votes -
Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
2 votes -
AU Tax - Show non refundable tax offsets on estimate
Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.
2 votes -
Option for- not to claim capital allowances
There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section
1 vote -
Manual Journal Report with Details
A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.
4 votesHi Brenda, there is the ability to filter by many of the column in the current Journal report. Or is it a different detail you'd like to be able to filter by in this?
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Hubdoc - Auto-Archive for specific supplier
I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.
3 votes
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