1345 results found
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Xero Tax(NZ) - Change Reply to email address
Change reply to email address:
Any user can send tax letters, but the reply to email address can be set as one specific email (much like in blue xero)For example:
staff1@accountingfirm.co.nz sends provisional tax reminders to clients, but when clients receive the tax reminder email, the reply to address is admin@accountingfirm.co.nzThis same feature is already available in Blue Xero when sending invoices
11 votes -
UK Tax - Tax Return/Filed accounts status reporting
Please can we have a simple Tax Return Status report that we can run by tax year (or other appropriate filters) that shows all the relevant fields that I can see on personal tax return screen.
This way we would be able to run a report for a particular tax year and see who we still have to do by way of a control check. This would also be useful on the company tax and accounts side
I would also like to see a date finalised on there so we can review and plan for the next tax season
I…
12 votes -
Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs
Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.
39 votes -
Practice Manager - Bulk option to Write Off Balance for 'Xero Export Failed' zero-balance invoices
Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"
1 vote -
Report Templates - Stakeholder Opening Balance
Calculated Opening Balance on partner accounts (bold line), plus OB for conversion year showing on a separate line. It would be practical to merge this two, but the calculated OB line can't be merged into a group. Instead opening balances prior conversion year must be entered in an unbalanced journal - looked up manual - ok, but just unusual and I have spent too much time on contacting Xero Support and finding this solution.
Merging the two OB lines would be a much quicker way.1 vote -
Xero Tax AU- Add 'Notes' feature on individual line items
Xero Tax currently allows adding notes only on the cover page (character limit of 140) and on D1 (motor vehicle expense).
It would be great if we could add explanatory notes (and simple calculations) on each of the line items if need be. I moved from Sage Handisoft to Xero and can't comprehend why such a useful and simple feature is not there in Xero. It would reduce the burden of creating additional workpapers for simple returns and will be handy even for the complex ones.
2 votes -
Document pack - Select email to receive notification for signed pack
A way to have the notifications for signed packs be sent to a specific email address.
For example:
x creates and sends the pack but y is notified when it is signed.20 votes -
Document Pack - Ability to change signature size
Would be great to adjust the size of the Signature Box, as some documents have no room for a large text box
5 votes -
Xero HQ - Automatically grant user roles to practice staff
Automatically assign practice staff to new clients.
1 vote -
AU Tax - New client's information are automatically filled for tax return
It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.20 votes -
Practice Manager | Report - Starred Clients
Is it possible to have the starred clients as feature in reports? If we export a client list, we can't see which clients are the 'starred' (main contact for the group in our case). It would be super handy when trying to get a list of our main contacts and easily remove the clients that aren't starred.
6 votes -
AU Tax - Ability to change day time contact
Day time contact number in individual tax return.
Individual tax return cover page has two options
Mobile number and day time contact number
day time contact number is by default picked up from practice management setting which is practitioner number.
there is no a way to change this day time number to client contact number automatically.6 votes -
User Roles: Set time limit on access
We are currently reviewing our staff access, and have realised that it is currently a labourious process when a staff member only temporarily needs access to a ledger e.g. technical help, auditor access, to cover sick/holiday leave.
It would be great to be able to set a time limit for access when staff or users when they are added e.g. 1 day, 1 week, 2 weeks, or on a given date. This would save practice managers having to keep note of when users needed to be removed and having to do that all manually.
3 votes -
Practice Manager | Report Builder - 12 month option in Monthly Summary reports
In XPM Report Builder, for "Monthly Summary" report types, there needs to be an option added for 12 months of data to report.
This would allow a full financial year's worth of data to be summarised monthly where required.
7 votes -
XPM Invoices - Budget field on invoicing page
Can we please have the budget listed on the invoicing page under a job when you produce a final invoice.
Currently there is job, name and description listed on this page but not budget.
2 votes -
Xero Tax(UK) - save a default signature for accountants' report
Ability to add a default accountant's signature in the accountants' report. This would mean that the we do not have to sign each and every report before sending to client to approve and sign the balance sheet.
4 votes -
Invoicing: Include original bill as attachment when expensing on to client
I would like to be able to attach a bill that has been expensed to a client to the client's invoice so that if client would like to view the expense bills it is available to them.
5 votes -
NZ Tax - Bulk create GST/Tax returns for the period/year
Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.
2 votes -
Ability to switch Xero feature off for invoice/billing - prefilling account code
Have come across Xero "feature" of auto filling the account code on a bill, however the code Xero put in had nothing to do with the expense and never has been. The ability to switch this feature off so clients have to actually look for the correct code would be beneficial.
3 votesHey Lyn, thanks for suggesting this idea!
Xero will use your defaults accounts for a supplier or the inventory item to assign a pre-selected account code to the bill you've created. You can read a bit more about that here.
Just to clarify, is this the feature you're referring to? If so, it's possible to disable this by not entering in defaults for the items or contacts in question 😊
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Practice Manager | Timesheet - View latest to oldest
Ability to choose to have the latest timesheet entry appearing at the top of the list in the timesheet view instead of at the bottom.
12 votes
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