1341 results found
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UK Payroll: 52 week averaging for holiday pay
In payroll I would like xero to calculate holiday rates based on 52 week averaging including overtime and bonuses per current regulations.
25 votesHi everyone, we appreciate everyone who signed up and participated in the teams discovery here. Right now, focus has needed to shift to other high priority work.
We value all the input and feedback we've received from the teams discovery, and based on this they found that there is more work needed in solving this for our customers.
We have good foundations to build from when we are able to bring attention back to this. For now we will move back to submitted and let you know when there is progression to share.
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Hubdoc - Sort documents by file name
HUBDOC Sorting Alphabetical Feature needed PLEASE. Wishing to request an extra sort option under the "Sort by" button above the "Processing", "Review", "Failed", "Archived" tabs. Currently we have "Upload Date", "Bill Date", "Due Date" & "Amount" options. We create a statements folder for each month and when we're trying to check off the statements with whats in Xero report that is sorted by alphabetical order it would be practical. Also its good to allocate suppliers in the review tab in alphabetical order too if you have a huge number to do then you are compartmentalising that supplier and all the…
7 votes -
Ability to convert an Adhoc job to a normal job
In the new job manager Adhoc jobs no longer appear in the all jobs list.
As part of our Adhoc time review we would turn an Adhoc job into a regular job by changing the name, adding a budget, updating date etc. We have just done this for 50 jobs but they don't appear in the all jobs list.
There needs to be a way to turn an adhoc job into a regular job. Creating a new job and moving time is an unnecessary step when an adhoc job appearance doesn't look any different to a regular job.
This is…
6 votes -
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 -
Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation
The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.
3 votes -
Practice Manager - Bulk Data Updates
It would be great if we could bulk update data (default fields and custom fields) and have options on how we want to update the data.
For example, if we want to update the 'Manager' field, we could choose to base this on the group or client, and:
- Update all groups/clients to John; or
- Update all groups/clients that are currently Sam to John, and have a check box to untick any groups/clients that are to be excluded; or
- Update by manual selection - tick/untick the groups/clients that require the update.We recently created a new custom field…
52 votes -
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 -
Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.
Surely this could be made into an immediate sync, or at the very least an overnight sync?
Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…
122 votesAppreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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XPM - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
49 votes -
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 -
Disbursements - Allow disbursements payments to be processed against clients accounts
Ability to allocate disbursements against a client - rather than a job.
Where small costs (postage/courier, ASIC fees, software fees) are paid on behalf of a client, we shouldn't have to set-up a job just for these minor items - which will then sit as an open job for months until we bill the client next.
7 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 -
South Africa Tax - VAT report
Is it possible to get the total of the VAT due/refund on the VAT report in Xero for a period. Currently one have to do a calculation to see the VAT due/refund. Or have to generate the VAT201 report to see the amount due.
Ideal one would like to see the VAT due outomatically calculated as well as die balance of the VAT control account on one report. See attachement for an example.9 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 -
Document Packs - Edit sent pack
Be able to edit sent document packs.
Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.
110 votesHi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
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Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns
Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.
112 votes -
History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager
Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks
7 votes -
Personal Tax (UK) | Spouse link to automatically update joint income
A link between spouses to automatically update joint income so as to avoid posting the same information on each return and reduce the time spent on each return
27 votesHey community - just popping back in to re-open this idea 😊
Our previous update confirmed this was possible for users in Australia, however the bulk of this group is based in the UK, where this feature is not available.
As such, we'll be shifting this back to 'Submitted' to continue to collect votes around this feature in a UK Tax context.
Thanks again to everyone that's shared their vote and added their commentary in the meantime!
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Xero Tax (UK) - Roll forward data to subsequent years filings
When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again
10 votes -
NZ Tax - Include Tax Return Status in the Filters on the Tax Payments Screen
Include Tax Return Status in the Filters on the Tax Payments Screen.
This would mean we can bulk select $0 payments to ignore.2 votes
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