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  1. Request ability for individual users to view their own time recorded under Business Menu without having visibility of all other practice users. There are custom reports you can build to report on time recording but the problem is you can't easily see the total time recorded per day for each staff member for the previous or current week, to check for any gaps. It's not ideal for monitoring time recording, whereas the view under Timesheets in the Business menu is much easier to see at a glance if any days are blank or short in time. However, it is not…

    3 votes

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  2. 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

    6 votes

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  3. Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.

    1 vote

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  4. Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.

    13 votes

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  5. Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.

    1 vote

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  6. I would like to see GST and PST in separate accounts not lumped into one account.

    16 votes

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     ·  8 comments  ·  Xero Tax  ·  Admin →
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  7. It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.

    1 vote

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  8. Would be very helpful to have repeating tasks within a job. For example, if doing work for a client over the financial year there are a list of tasks every month. There is no effective solution when there are different staff assigned to different task within the client job. Repeating tasks with staff assigned for the year would allow you to keep track of what has been done & what still needs to be done for each month. (Monthly checklist for July, Aug, Sept,...)

    Currently the only solution is to have a set of tasks and un-tick these each month.…

    3 votes

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  9. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    44 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  10. 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.

    4 votes

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  11. Need seperate accountants report options for Ltd Company and Sole Trader
    Currently only have this for Company accounts and if you edit it to be suitable for a Sole Trader, then it is not suitable for a Company.
    Need to be able to choose between two options

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Automatic Activity Statements - Partner/Manager Fields.
    Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
    It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.

    9 votes

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  13. Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.

    94 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.

    Can you please update Workpapers so that there is an option to show decimal places?

    23 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  15. A common situation we have with our clients' live Xero files is that the client wants the Legal/Trading name and Display Name as their business name, but we want it as the actual entity name. E.g. we would like to see A & B Smith Family Trust as the entity name in financial statements, but the client wants all their other internal reports/invoices as their trading name, say Adam's Mechanical Services.
    We often find ourselves changing the name to what we require, publishing financials and then changing it back to keep the client happy.
    It would be helpful to have…

    10 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  16. Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

    78 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  18. Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. BAS & IAS Filters.
    We would like to be able to setup filters to separate BAS's & IAS's that have the same due date.
    There is the option in the filter, tax type, to select 'Business Activity Statement' or 'Instalment Activity Statement', however, all Activity Statements are listed as tax type AS. We would like to be able to change the tax type to either be BAS or IAS.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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