1364 results found
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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 -
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 -
Practice Manager - Bulk update jobs via import
Allow importing csv files to update existing jobs in bulk
30 votes -
NZ Tax - Tax Payment letter notes to show in Tax Statement
When 'ignoring' tax notices (letters) and adding a note this is only available to be viewed while the date is available in the payment tab. It would be handy to have the Tax History including the body of the note be available in the Statement tab when the amount is ignored as it is when amount changes.
8 votes -
XPM - Merge clients
It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.
25 votes -
Xero Tax (UK) | Ability to change order of expenses in the detailed P&L of statutory accounts.
Ability to change order of expenses in the detailed P&L of statutory accounts.
40 votes -
Hubdoc - Convert bank statement to csv file
We would like Hubdoc to convert an uploaded Bank statement into a csv file.
So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.295 votesHello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
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Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
4 votes -
Lock date - Auto lock once accepted by Companies house in Xero Tax
Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.
4 votes -
Xero Tax (UK) - Make available to businesses, not only to Partners
Ability to have Xero Tax for businesses, not only for Partners
197 votesHi everyone, thank you for your continued input and feedback through this idea. Since my last update as some may have seen we have announced a new plan Xero Simple designed to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital. And, that MTD IT will be available for all Xero business plans - see more on my update here.
While we understand the desire from small businesses in Xero Tax for the UK, our intention is for this to remain a Partner only feature. We'd highly recommend connecting with a Xero adviser if this is a tool you'd like to make use of.
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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 -
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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Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
16 votes -
Demo Company - Version for South Africa
SA: Feature request for a Demo Company for South Africa
6 votes -
UK Payroll: Additional pension pay items to be included in Pension Filings.
Enable User Created Pay items to feed data into Pension filings and payroll expense journals. Currently, any additional pension pay items that aren't created by Xero automatically won't pull through to the pension file. The same happens for re-imbursements
16 votes -
Workpapers - Show tracking in GST(NZ)
It would be fantastic if the GST return workpapers could also include tracking, especially if we're tracking more than 1 item.
1 vote -
Xero HQ - Move the "Go to Xero" button to the left of the client's name
Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.
5 votes -
BAS - Update button on Activity Statement
I have recently started switching clients to the New BAS Experience - Full BAS.
I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
The only way to get the report to update is to hit the refresh on the web browser.
This is another case of removing functionality.
Please make the report auto update, like it…5 votes -
Multi-currency - Remove currency
Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)
27 votes
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