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1408 results found

  1. Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs

    15 votes

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  2. We are wondering if you could add a script at the phone number field in XPM so that when we click on client's phone numbers, the website will trigger an application (such as Microsoft Teams) to make phone call. This will save us time having to copy and paste phone number onto the application.

    12 votes

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  3. Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. Time Sheet Calendar.
    One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.

    7 votes

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  5. After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.

    17 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  6. 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.

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  7. The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?

    19 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  9. Current: Signatory name and email address for Document Packs are manually typed in (once per pack).

    Issue: Manual input is repetitive, error prone, and requires switching tabs.

    Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.

    Potential future features enabled by this:
    When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
    History of Document Packs attributed to each Xero HQ record.
    Document pack creation…

    10 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  10. Need to have the ability to add prospect relationships - currently if both spouses are added as prospects, you can't then link them as spouses in the relationships section. However, if one spouse is already a client then you can link the prospect as a relationship... this seems like an oversight in the platform. Need to be able to link prospects as spouses/family etc.

    1 vote

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  11. Edit Jobs Screen Filters: In the XPM jobs screen it is possible to created and save filters. However it is not currently possible to edit those filters, only clear them and start again. Please provide the functionality to edit existing filters. Thanks in advance, Petra.

    1 vote

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  12. You can mark bills and invoices as PAID in Hubdoc; this should transfer over to Xero. Otherwise, what's the point?

    8 votes

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    5 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information. 


    Looking forward to hearing back from you. 

  13. Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.

    14 votes

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  14. Instead of having to add users in three places (HQ, Workpapers & Tax), have the ability to add them once and this then flow through to the additional tools in use at the practice

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  15. Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)

    2 votes

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  16. It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Currently once the document pack is sent you can't see the message that you have sent the client. It would be good to be able to see what you have told them- especially if you are providing them with additional information but you don't want to have to do a separate email.

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?

    5 votes

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  19. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    11 votes

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  20. On the foreign income page on self assessment on Xero Tax, I do not have the function to complete boxes 33 to 40 in order to enter foreign capital gains tax suffered.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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