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1363 results found

  1. Would it be possible to combine the features of Custom reports (in particular the ability to set them as default reports and favourite them for access from the Reports drop-down) with Adviser reports (the ability to format using report codes and practice-wide sharing across any number of client organisations)?

    Right now, a practice has to decide between:

    Customising reports on a per-client basis - an incredibly time-consuming task to set up

    or

    Drafting an Adviser report every time - which can't be set as a default report on the Reports home screen or favourited for easy access and therefore takes…

    22 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  2. Would be cool to be able to edit the name of the PDF attachment sent with the Tax Payments emails from "PaymentLetter" to a name that is more specific to the client.

    Would be particularly helpful where a client has multiple entities to pay tax for.

    Possibly use XPM merge fields for the pdf file name? for example "{Client} Payment Letter due {PaymentDueDate}"

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?

    2 votes

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  4. 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…

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  5. Hi
    We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.

    6 votes

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  6. 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.

    8 votes

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  7. Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.

    20 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. We are a firm of accountants and have a number of husband and wife landlord clients who own rental property jointly.

    Will one version of the software be able to split the rental figures and submit two MTD returns, or will they need their own version of the software each and have to manually halve the figures where the income is paid into one joint bank account?

    It would be so much easier if the software could automatically halve the figures and submit two MTD returns.

    9 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  9. The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.

    27 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  10. Page breaks in the Notes should be automated

    25 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  11. A placeholder for the applicable tax return year that can be inserted into the NOA email template would make it easy for clients to know which year the email relates to.

    1 vote

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  12. To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements

    18 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  13. When a client uploads or emails a file to the Xero files area of their own subscription, it would be helpful if we, as their accountants, could receive a notification to let us know there is a file waiting for us.
    This should be an optional setting, perhaps even with limits (eg notify me for every 5 files uploaded).

    10 votes

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     ·  4 comments  ·  Admin →
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  14. Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard

    15 votes

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  15. In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

    It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

    Thanks

    8 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  16. Change the headings used in the notes to the accounts in the statutory accounts.

    Trade creditors/trade payables- just use one not show both.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD

    WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO

    9 votes

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  18. There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.

    For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).

    Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.

    14 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. 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.

    21 votes

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    5 comments  ·  Xero HQ  ·  Admin →
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  20. Please can foreign currency be OPTIONAL and turned off?

    Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
    BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
    We ONLY report in AUD.

    18 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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