1461 results found
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NZ Tax - Remove 901D sample templates from dropdown menu
We would like to be able to hide or remove the Xero sample letter templates as an option in the Tax Payments page. We would like to remove them so that tax admin staff don't accidentally use those templates instead of our custom branded templates.
7 votes -
Reports - Sort Activity Statement "Transactions by Rate" by account code
The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report
5 votes -
Practice manager - XPM to Xero contact fields
Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:
In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.
So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…
11 votes -
Xero Tax - Links between the tax return and client record
From the client record, it would be useful to see a link to the tax returns, and from the tax return, a link back to the client record.
3 votes -
Workpapers - Page numbering that works with auditors reports
When preparing annual financial statements and performance reports for auditors, it is important that the contents page and accountant's disclaimer report come before the statements that the auditor needs to refer to in their audit opinion, so that they report on pages 5 to 17, not 5 to 7 and 9 to 17. It causes unnecessary costs to both accountants and auditors each year to change round and get this done manually.
1 vote -
AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view
All Returns - Filed Tab - please add amount of tax payable/refundable column
8 votes -
Job Manager - Search by part of Job Number
Search job number by part numbers without 0's and J in front. eg. Search 2378 instead of J002378 in the search box in the Job Manager screen.
1 vote -
Practice Manager - Add a default GST rate for a specific task.
add a default GST rate for a specific task
1 vote -
Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
4 votes -
XPM - Hide Archived Contacts
New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.3 votes -
Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
11 votesThanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.
For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.
We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.
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AU Tax - Taxable Payments Annual Report
It would be very helpful if there was a way to produce a Taxable Payments Annual Report via Xero Tax. I have a couple of clients that are a large construction company, that uses SAP for its accounting. This is not SBR enabled, and does not produce a .tpar file in the format required for lodgement with the ATO. Currently they provide an excel, which has to be transcribed onto the ATO portal. It would be great if we could upload a csv to produce the necessary report and lodge via Xero Tax, and save us significant time.
6 votes -
Hubdoc - Auto add new suppliers when publishing documents to Xero
For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.
18 votes -
Reports - Combined Lodgement Confirmation Report
A combined lodgement confirmation report for all lodgement done on the same day.
3 votes -
XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper
Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.
That review point shows up in the list at the bottom of the workpaper.
If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.
I have to scroll down to the bottom to reply to the review point.
When I get to…
4 votes -
NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
3 votes -
AU Tax - Outstanding activity statement report
We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…28 votes -
XPM - Importing costs which are marked non - billable
Hi it would be good if we could import some costs into XPM which are marked as Not billable (eg xero costs) so when doing the invoicing we don't have to untick all the boxes.
1 vote -
Practice Manager | Reporting on Job States
I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.
Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):
State changed date
State changed from
State changed to
State changed by userThis is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!
14 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
7 votes
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