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  1. Hi Support,

    When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.

    Thanks

    10 votes

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    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

  2. Extra Tabs in the green banner

    Extra headings/tabs in the green banner at the top of the Xero page?

    eg
    XXXXXX PTY LTD Dashboard Clients Jobs Tax Business Reports.

    Can we have
    XXXXXX PTY LTD Dashboard Clients Groups Contacts Jobs Tax Business Reports.

    I have attached an example.

    1 vote

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  3. 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.

    17 votes

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

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

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
    It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.

    Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.

    Thanks

    10 votes

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  6. Report that can generate invoices per JOB manager.
    Currently there is no report that can generate these data in the report builder.

    Report that contains the following data:

    • Invoice Date
    • Invoice No
    • Client
    • Job Number or Job Summary
    • Invoiced Amount (GST exclusive)
    • Job Manager (not the account manager)

    we tried to generate using the data above using the WIP ledger per staff but when we add all of them, it does not equal the report generated through Invoice Report.
    This will be useful when you would like to see how much each staff invoiced per month.

    2 votes

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  7. Ability to upload multiple documents to workpaper queries at one time, currently can only select and upload one document at time which can be quite time consuming if a client has supplied you with 12 months bank statements to upload. I note this bulk upload feature is available when saving supporting documents to workpapers so not sure why this functionality can be expanded to include queries?

    5 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  8. I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.

    25 votes

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    9 comments  ·  Xero HQ  ·  Admin →
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    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

  9. 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}"

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. When adding signature placeholders in financial statements etc, put the placeholder where cursor is and not at the top of the page.

    26 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  11. Ability to file individual auto assessments following Request for More Information from IRD.

    26 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  12. Would be good if there was an option to reorder the pages in a tax return, primarily to be able to bring the tax estimate to the front page of the tax return as that tends to be the key information the client wants to see and it is buried at page 3 or 4 of the tax return when printed.

    17 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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  13. The CGT worksheet does not allow for pro-rata of capital gain based on private use days.

    18 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  14. 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.

    15 votes

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  15. to run a report that pulls the History of tax returns into it, including:
    1. Staff member who prepared the return, and date prepared.
    2. Staff member who lodged the return, and date lodged
    Currently if we run the report builder, it only can show account manager's name, it doesn't seem to have the option to show lodgment person's name.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.

    3 votes

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  17. Would be great to adjust the size of the Signature Box, as some documents have no room for a large text box

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  18. It would be great if we could report on more fields in XPM - in this instance, who does an invoice in XPM. There is a history section in the invoice, but there is no way to add this data to a report. E.g. I am using a 'job report' that includes the 'Date Last Invoiced', and it would be great if we could also show 'who created the invoice' (and/or approved and exported). We have tried adding a custom field on the job to allocate the staff member, but as this is manual, it would be a lot easier…

    5 votes

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  19. 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).

    8 votes

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     ·  3 comments  ·  Admin →
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  20. It would be really helpful to be able to able to pull off a debtor report showing the NET figures, not gross. As i am continually being requested by IF to reproduce debtors report as net as they don't fund the VAT !

    1 vote

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