1460 results found
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Long Service Leave - Liability calculated and 'live' for reports within Xero.
LSL liability calculations are currently handled externally to Xero.
It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.2 votes -
XPM - Job Manager design
Keep the Xero Classic Look everyone preferred.
The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…
2 votes -
XPM Timesheets - Represent timesheet entries as blocks on a calendar
Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.
- It would be quick and easy to identify gaps you are missing
- Being able to drag them to extend or reduce entries
- Being able to copy and paste an entry. Make for faster input.
41 votes -
Xero Tax(AU ) | Business Schedule - Individual Worksheets
We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?
At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.
73 votes -
BAS comparison
Any chance we could get a Comparative Report for BASs in XeroTax? I think it would be very useful to be able to compare current BAS with a previous few to easily highlight amounts that are out of ordinary expectations in PAYGW, PAYGI or GST. I envisage a report similar to income tax comparison but across more periods. Thanks.
4 votes -
Hubdoc - Extract invoice reference or job reference
Can Hubdoc extract the invoice reference or job reference from an invoice and add that as a job tag. Would be very useful when the invoice is on-chargeable to a project, especially when there are multiple projects/jobs on the go. E.g. building industry type jobs.
2 votes -
AU Tax | Report Builder - More specific fields
We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients
In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots
2 votes -
Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by…21 votes -
Check Style
To be able to copy a check style created for one organization to another organization to keep the format so we don't need to format a new one all over again.
2 votes -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Allow UUID in all URLs
The 3.1 version of the API only gives UUIDs instead of numeric IDs. I would like to see all URLs on the website accept either UUID or numeric ID. This already seems to be partially supported, but I would like to see full parity with numeric IDs and UUIDs.
E.g. When viewing a client, the url is:
https://practicemanager.xero.com/Client/{NUMERIC_ID}/Detail
but the website will handle a uuid here too
https://practicemanager.xero.com/Client/{UUID}/DetailSimilarly for a job
https://app.practicemanager.xero.com/job/jobview.aspx?id={NUMERIC_ID}
https://app.practicemanager.xero.com/job/jobview.aspx?uuid={UUID}But unfortunately viewing a group is only possible with numeric ID
https://practicemanager.xero.com/Group/{NUMERIC_ID}/Members
but not as
https://practicemanager.xero.com/Group/{UUID}/MembersGiven that using the XPM API v3.1, you ONLY…
3 votes -
Interview checklist
I conduct many Zoom meetings and review an existing Word interview checklist and ATO Authorization with my clients. To automate the process, I would like to add my current checklist and ATO authorization with Xero tax fields as a template. When the interview is completed, the checklist and ATO authorization must be sent to the client for signature.
3 votes -
Information on setting up a novated lease for an employee
Can you please post up instructions on how business owners can setup novated leases for their employees and also identifying the process where the vehicle is FBT exempt or subject to FBT. We have had a few of our clients ask why Xero doesn't provide much guidance regarding this issue.
3 votes -
1 vote
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Xero HQ - Add Client reference number column
Add 'Client reference number' to column customization
would be really handy to customize columns and see the Client reference number
11 votes -
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
7 votes -
trust accounting for law firms
Our law firm has a critical need for an understandable method for handling trust transactions.
3 votes -
Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns
It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.
15 votes -
A way to flag a client's with extra ATO security and steps for lodgement.
We have an increasing number of clients with compromised TFNs that have had to get added security on their ATO lodgments. When we lodge for these clients, it isn't always obvious if it's gone through or not, and as it is our assistants lodging and not the client managers, we can't expect them to memorise every secured client off by heart. We need a way to flag the client (other than a client note or a note on the form as these aren't checked regularly as part of the lodgement process).
This is becoming a bigger issue as scammers are…
2 votes -
Ability to stop payment letters from being generated for non clients in XPM
Hi,
Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.
3 votes
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