1351 results found
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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'
11 votes -
Workpapers: Notify when Review is Complete
Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.
28 votes -
Xero HQ - Import/Export function of Client Xero Network Keys
Export/Import Xero Network Keys for clients (from Xero HQ) in order to be able to import into company Xero.
So that our invoices can also be sent directly to the clients Xero, so saves time on bookkeeping.
6 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 -
Hubdoc - Enable payments
Allow us to post payments through Hubdoc like we can on Dext.
7 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 -
XPM - Notes & Fonts option on Recurring jobs
Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour
4 votes -
Reports - Combined Lodgement Confirmation Report
A combined lodgement confirmation report for all lodgement done on the same day.
3 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 -
Billable Expenses - Feature to flow through to XPM Clients
It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.
7 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.
18 votes -
Workpapers - Ability to use Custom Excel Templates
It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.
160 votes -
Practice Manager | Client - Date of Birth
Just a simple one!
Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)157 votesHi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
Practice Manager | Timesheet - Manage job status
It would be a great help if we could update status for a job as and when the timesheet is done.
At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
I have attached a screenshot in pdf to better explain.64 votes -
Workpapers - Enable use for non-Xero clients
For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.
13 votes -
Hubdoc - Use 4 decimal places for Quantity & Price rounding
2 decimal places in Hubdoc is not enough. It must match Xero's 4 decimal places.
I have had to stop recommending Hubdoc to businesses that use item/inventory functions in Xero. Many businesses buy and sell products to the 4th decimal place. When you are dealing with large numbers 2 decimal places are significant. Users have become frustrated with having to do rounding line items and other fixes just to ensure the correct total price/quantity is captured in Xero.
22 votes -
XPM | Files - Integrate shared google drives with XPM
Right now it's not possible to connect XPM to a google drive other than 'My Drive' for a Google Drive user. We hold all our client data on a separate Google workspace drive that is shared within the company and want to connect this client drive, so that tasks and clients on XPM can be linked to client folders or documents in the shared client google drive.
Its not feasible to move those client folders from the shared drive to 'My Drive' in order to access these on Xero practice Manager, and instead we have to paste long link addresses…
4 votes -
Xero Tax (NZ) - Allow nil FIF amount in IR3
The format of the 2023 IR 3 return does not appear to allow for a nil amount of FIF income. When nil is entered (which will be the case when the CV method produces loss), an error arises. The disclosure of FIF income (even if nil) may be important for statute barring purposes and will also avoid subsequent queries from IR (once exchange on information between countries lands on IR desks) on why a taxpayer may not disclosed offshore dividend income (where those dividends arose from FIF investments). The suggested fix of amending or notifying through MyIR seems to defeat…
11 votesHi community, though we appreciate your feedback here there are limitations on what combinations of data can be submitted via gateway services and these are set by IR and Xero tax must conform to these rules.
We'd recommend contacting your IR account manager on the best way to file this return data.
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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…
41 votes
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