1461 results found
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Workpapers - Sort pack by manager
The ability to sort workpaper packs by manager to help workflow management.
1 vote -
HubDoc - View more characters in left hand column
HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.
So to let us see the entire 'Tags' description please enable expand this column.
1 vote -
Hubdoc - Assign admin rights over clients and users to one practice user
Primary issue:
If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.Workaround proposed - and the related issue:
- We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
- This also is not feasible due to the 2-Factor Authorization requirements
- This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)I…
3 votes -
Practice Manager | Add Non-Clients for use in a Relationship
In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.
We do not want to add these instances as full clients with us because it will…
36 votes -
Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment…
4 votes -
Practice Manager | Invoicing - Default to Fixed Price
An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'
9 votes -
Manual Journals - Search by ID
Manual Journals - Search by ID
To enable the search function on manual journals to include the journal ID18 votes -
New contact view attachment issue
Has anyone else noticed since they made the dreaded and catastrophic changes in the contact view screen that you can't easily drag and drop attachments anymore?
Now you have to go to the files tab first and drop it in the predefined window. You used to be able to just drag and drop anywhere in the window and it would attach.You also used to be able to add documents from the files section like you still can with the bills and invoices, this feature no longer exists in contacts so now you have to download the document from files…
1 voteWe appreciate hearing your feedback on the changes we're making, Fiona. We made an update to the files upload on a contacts record not long ago so you can now attach files that have been uploaded to your files library, like you could before.
There is a slight change as you mention where when you'd like to drag & drop a file you'll need to drag it to the box on the screen. It's not something we have plans for changing in the short term but we'll begin to get a sense of the interest in this here and let you know if there are any updates.
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Xero Tax (UK) - Reduce size of reports exported to PDF from Xero Tax
Reduce size of reports exported to PDF from Xero Tax such as personal tax returns, accounts and Corporation Tax Returns as they take considerably more space than previous software
2 votes -
Notes on workpapers - Screenshots allowed
It would be useful if there was a section that allocated for notes screenshots to be incorporated into the notes on workpapers for each profit and loss and balance sheet item. This will allow for a screenshot from an email for example to be copied and pasted onto the notes section.
(as opposed to saving this and then dragging it as a document). These notes should also somehow be linked (similar to documents) to each line item of the profit and loss so that if you ":click" on a notes icon the note pops up and you can make the…1 vote -
Report Templates | Report Codes - Search Function on page
How about a search function when on the Report Codes page (like what's available when you're in the Chart of Accounts)?
Thanks
20 votes -
Notification | Xero Tax - Email when a return goes to Error tab
AU Tax - Error notifications. When a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be rectified immediately.
109 votesTotally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
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Contacts - export Customer list only
Be able to just export customers to excel not the whole contacts list. If not this then at least have a column so that I can filter out suppliers from the list.
5 votes -
Workpapers for Individual Tax Returns
Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.
6 votes -
AU Tax - print return with option to exclude table items from worksheets
AU Tax - print return with option to exlude table items from worksheets
Update from Xero function in Xero Tax imports all ledger items into the worksheets in the financial disclosure section which looks untidy and provides too much information when presenting to the client. A good option would be if we could summarise these items in the worksheets, which would be far more presentable.
3 votes -
Xero HQ - Report on all client automatic superannuation batches
A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates
11 votes -
Xero Tax - tax return disclaimer
Adding a disclaimer & changing the substantiation declaration on the tax returns - our old system used to have this that the client could sign which we would like to make adjustments to but we have to manually add this on to tax returns in Xero tax.
8 votes -
Workpapers - Prepare on Cash basis
Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.
9 votes -
Practice Manager | Client Reporting - 'Date Added' field
A 'Date Added' field would be great, to show when a client was entered into an XPM account.
It would also be good to add this as a client report criteria, so you can filter dates.
14 votes -
Practice Manager - Highlight/banner for notes
I would love to see an improvement with Xero XPM NOTES.
We seem to leave 2 types of notes.
TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)
TYPE 2: is just an ordinary note that is sufficient with the current design.
It would also be great if you could share notes across multiple clients…
126 votes
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