1408 results found
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Reports - Add customer and supplier journals
CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…
30 votes -
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 votesThanks for clarifying, Angela and apologies for the slow response. Atm, the Customer Invoice Activity report, or the Receivable Invoice Details report might be useful, where you can adjust the report to add your tracking categories as columns.
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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 -
Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
13 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 -
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 -
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?
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Xero Tax - PAYG Instalments Estimate For Individuals pre-ticked
PAYG Instalments Estimates pre-ticked
The Print PAYG Instalments payable on the individual tax return Estimate page defaults as "No". This needs to be manually turned on, and even if the client has generated instalments it will not appear on the tax return unless manually selected. Preparers and reviewers may miss this. If it was set on as default then it would not be missed.
30 votes -
Job Manager - Bulk Job Staff Allocation for New Employees
Since the creation of the new Job Manager, we are now unable to bulk add new staff members to staff allocations within a job.
You can bulk add the jobs, but then you need to manually do the job allocations for each job
When you have a new staff member and you want to assign them to 300 jobs, it would make it easier if we could do this in bulk rather than on a job by job basis.
3 votes -
Practice Manager | NZ Tax - 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 -
XPM - Update client details via API
As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.
One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.
The Xero Practice…
15 votes -
Add the Vat field to a custom report in Xero
it is not possible to add the Vat field to a custom report in Xero
Would be useful for this to be resolved
1 voteCould you share a little more detail of the VAT field you're wanting to include and which report you'd like to add this to, Lisa?
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Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
14 votes -
Reports - Add "does not contain" filter
Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you
19 votes -
XPM - Job import preview
Regarding XPM > BUSINESS > SETTINGS > IMPORT
can you make the function similar to blue xero bank feed import? Namely,
- in blue xero, it gives you a preview of what the import file will look like on the bank account before clicking import?- one time i mixed up the job name with the client name field. and instead of warning or coming up with the error, it just created new clients upon import. I had to delete so many incorrect clients created from that job import
2 votes -
Practice Manager | Custom report - Open client tax return
1/ we want a green xero report showing
- relationship (director of, partner of, etc)
- green xero tax refund/payable
- noa refund/payable
- noa received or not
(CX0015092225)2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)
3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)
4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax…
1 voteHi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site.
Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community.
For your idea on adding more fields to the report - we have another here that you may like to also join and vote on.
I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager.
I welcome you to create individual posts for your other 2 ideas here also.
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Xero tax(AU) - Hide sensitive information when printing returns
In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.
47 votes
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