1356 results found
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Workpapers - Link prepaid Borrowing costs from the Balance sheet to the Borrowing Costs workpaper
Wouldn't it be great to be able to link the Prepaid Borrowing Costs from the Balance sheet to the Borrowing Costs working paper and have a journal entry that filters through to Xero for the annual write off amount. This is a such a simple thing that would once again save time when it comes to processing.
3 votes -
Practice Manager - Link Jobs to Workpapers
Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS
17 votes -
Xero Expenses - Record a refund / credit note
Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.
7 votes -
XPM - Filter deleted clients
It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.
6 votes -
Practice Manager - Search/filter WIP dashboard by billing client
We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.
7 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
36 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
4 votes -
XPM - Ability to view Job's state history
Be able to view a job's state history - to see who has changed the job's state / marked the job complete and when.
53 votes -
Xero Tax (UK) | Add more tagging options to the balance sheet
In Xero tax , There should be separate and separate tagging/ mapping for Net wages, Director's Loan accounts, Pension liability , PAYE liability etc. instead of common tagging/Mapping as "other creditors".
Because Reader/Practitioner may face difficulties to identify figurs in accounts reports. If Xero team provides tagging options more specific to Balance sheet items it will improve quality of Accounts report generated by Xero Tax.9 votes -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
5 votes -
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return.
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return. Currently, it will pull the amounts without the sales tax (created when you match a transaction/enter an invoice using tax on purchases amounts) into the report, which is under-reporting the amount for the Schedule C tax deductions.
The current work-around is to pull the transaction reports for each account and use the Gross amount from those reports in Excel to link back to the Schedule C report.
3 votes -
Practice Manager - Add Relationship type
It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.
79 votesThanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Practice Manager - Housekeeping (Assisted PII data removal for archived clients)
From what I understand is common in a lot of firms is when a client leaves/dies/etc their client profile is archived in XPM and the data persists into infinity.
Given the latest high profile data breaches is would be good if XPM had a Housekeeping module where firms could identify archived clients where the attached Personally Identifiable Information (In particular TFN, Bank account, phone/mobile and addresses) is no longer needed and permanently remove it in a structured process.
A similar process may need to be created for the forms that we generate from XPM so they they are permanently removed…
5 votes -
Xero Tax - Password protect returns
Can we get some some tax returns to be protected by password within Xero Tax?
8 votes -
Conversion Toolbox - Add a tool to convert Bank Transfers
Can you please add a tool for importing Bank Transfers to the conversion Toolbox. When there are more than two bank accounts, trying to work out the Bank account to transfer to, is a bit hit and miss, causing significant rework.
2 votes -
Practice Manager | Report - Client Search
the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
It takes us almost 5-6mins to run a simple report21 votes -
XPM - Report of Clients who DON'T have a certain Job Template
Reporting on XPM - I need to run a report from XPM that shows me ALL our clients who haven't had a job booked in yet showing the name "2023" so I can then chase them for checklists.
I can't see how to run a report that shows this. I really don't want to have to run multiple reports and compare things off - with over 1200 clients this takes an awful long time.
There has to be a simpler way.
4 votes -
Reports - Add Account Code column in GST audit report
Please add the account code column?
I also wish to have the exported documents sorted by account code or account name.5 votes -
AU Payroll - Seperate leave loading rates for weekends
Add the option for differing annual leave allowances (weekend rates) that deduct from the overall annual leave accrual.
Currently the workaround Xero has advised is setting up a "weekend annual leave" leave type with the correct leave loading for weekends and manually adjusting the leave accrual.
Alternatively, a possible solution is adding an allowance leave type "O" for reporting.
7 votes -
Xero Practice Manager - Bulk unlock or lock of timesheets periods
Xero Practice Manager - Bulk unlock or lock of timesheets
We have a large volume of staff (over 50) so being able to submit timesheets which come across from FYI after we have completed our pay runs in bulk would be ideal.
In the same vein, being able to bulk update timesheet lines which may contain the same error would also be handy.
5 votes
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