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  1. Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.

    It would make reporting this information so much easier.

    3 votes

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     ·  0 comments  ·  Admin →
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  2. It would be very useful to be able to customise All Clients view with your own selection of criteria, not just name, phone number and address. Being able to see the client manager would be beneficial. To be able to select your own choice of fields would be ideal.

    1 vote

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  3. My Timesheet Information View
    Highlight/Bold the Client name for each entry.
    Make a hyperlink for.
    When reviewing timesheets is easier to think in terms of the client than the job name.

    2 votes

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  4. Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.

    9 votes

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  5. The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.

    11 votes

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  6. Ability to bulk Accept Subscription Transfers- when accepting transfers or converting clients in bulk from QBO or QBD the ability to bulk accept the organization under the firm would save significant amount of time.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  7. Can you create a way that when we send out a Tax Return to be signed in Practice manager, Xero sends a notification to the admin team at the same time so they can create an invoice.

    2 votes

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  8. Currently Xero pulls data from the connected ledger into Xero tax – it’s great! But its pulls the account name, when we’re often only changing the reporting name so as not to mess with a clients system.
    Would be beneficial if Xero tax pulled the reporting name rather than the account name through for linked accounts. Would make things more consistent between financials & tax return.

    10 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. 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

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. 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

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. 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,…

    357 votes

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    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

  12. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. 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

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  14. 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…

    12 votes

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    3 comments  ·  Hubdoc  ·  Admin →
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  15. 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

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  16. It would be great to be able to attach document and notes t Recurring jobs in XPM

    4 votes

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  17. 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

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. 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 entities

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. There needs to be way to bulk import client disbursements in XPM. For example, Xero subscription fees.

    12 votes

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  20. 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

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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