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1362 results found

  1. Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.

    16 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  2. Add 1 schedule to report packs for both tax and accounting depreciation methods

    11 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  3. Hubdoc - Allow Hubdoc to read a link in the email.

    When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.

    59 votes

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    6 comments  ·  Hubdoc  ·  Admin →
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  4. We would like to have the ability to either customise the Status fields in the Workpapers. Or alternatively have the client Group appear next to the Organisation Name on the main Workpapers page, so we can easily see the client groups.

    3 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  5. The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  6. It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.

    Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.

    Thank you

    11 votes

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  7. XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.

    1 vote

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  8. I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.

    It would be really handy if we could assign a user group to a staff member instead of having to…

    25 votes

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  9. Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.

    55 votes

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     ·  10 comments  ·  Xero HQ  ·  Admin →
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  10. New Job Manager Budget % - base on $ not time.
    Please give us the option to set the budget % based on the fee not time.

    As our jobs are created though the Ignition integration, our fee budget $ is prefilled. We don't set the time budget as this would be a very manual process.

    15 votes

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  11. Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22

    1 vote

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  12. I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff

    28 votes

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    7 comments  ·  Hubdoc  ·  Admin →
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  14. Re the home office workpaper. It seems to calculate soley on a percentage basis yet under DB 18AA, we can claim interest/rent and rates in proportion of business use, as well as $47.85 (for 2022 and future years) per square metre (PSMR) (IRD square meterage rates) as a proxy for general home expenditure. There doesn't seem to be a workaround in the workpaper to opt for the PSMR for the general expenditure claim? I would like to claim the higher of the two calculations for my clients' thanks and would love to see the workpaper work out the better of…

    5 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.

    Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.

    Note, this would also work well with…

    8 votes

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  16. It would be good to have more flexible saluations in Ask covering emails, particularly when asking for information for personal tax.Being able to use the given name for someone, for example, (as per most emails that peope send) would be a good start.

    8 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  17. There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…

    4 votes

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  18. It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.

    8 votes

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  19. Would like the ability to be able to view all clients on screen in Xero HQ for the purposes of merging duplicates as being able to click the 'Show more clients' means it's difficult to navigate where there is a trading name and legal name in different parts of the list.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi community,

    Our product team recently made significant improvements to the client list! 🥳

    You can now choose how many clients to show per page, making it easier to see many more clients. You can now also sort your client list using many more columns. Previously the only column you could sort by is client name but now you can hover over all the columns (organisation name, email address, phone number, business number, subscription type, industry classification, connected banks, financial year, Bank feed deprecation) on the client list and sort. 

    Finally, you can also merge or add clients to groups from the list page. 

    The product team don't have any plans to enable the ability to view all clients on one screen which is why we're shifting this to 'not planned' but we believe that these combined changes will provide a better navigation experience.

  20. Being able to link companies in a Company Group would really help to track intergroup transactions and loans

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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