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1361 results found

  1. 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.

    29 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)

    6 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  3. Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.

    4 votes

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  4. Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.

    10 votes

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  5. Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.

    Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.

    6 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  6. An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'

    11 votes

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  7. 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…

    12 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi 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.

  8. 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.

    19 votes

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  9. Document Packs - Download all documents in the document pack at once

    8 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  10. 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

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    1 comment  ·  Xero HQ  ·  Admin →
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  11. 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

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  12. Allow us to post payments through Hubdoc like we can on Dext.

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  13. 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

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. 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

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  15. A combined lodgement confirmation report for all lodgement done on the same day.

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. 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 2020

    All 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 2019

    This is good, June 2019 instalment…

    4 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  17. 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

    12 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. 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.

    4 votes

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    1 comment  ·  Workpapers  ·  Admin →
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  19. Is there an easy way to create/run reports tailored specifically for charities or is it just me that I am finding it difficult to find ? I've got the charity set up as a non-for-profit organisation which doesn't seem to make much difference at all.
    It's disappointed to see Xero doesn't have any reports templates for charities.
    Executive report cannot be overtype as needed - It's not possible to change "Profit (Loss)" line within profitability to Surplus/Deficit.

    Regarding Current Year Earnings, it isn't currently possible to rename this to current year funds, or to code manual journals from this to…

    40 votes

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     ·  11 comments  ·  Xero HQ  ·  Admin →
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  20. 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

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