1464 results found
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Xero HQ - Copy & paste organisation name and hyperlink to org in one
I'm being advised My Xero will be being replaced with Xero HQ. As an admin, one of my key roles is to grant user access. I like to confirm the access by sending/responding to the request with an email. In My Xero, I copy the name of the entity, and it's associated hyperlink, into my response email. When I do this in Xero HQ, there is no hyperlink associated with the entity name which means I need to navigate to the entity, grab the URL and hyperlink it manually.
1 vote -
Practice Manager | Personal Tax Returns - Share previously submitted when transferring to a new partner account.
The ability to transfer over previously submitted personal tax returns when transferring to a new partner account.
1 vote -
Xero Tax (AU) - Colour code variances
Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).
It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.
This will give a visual indication…
3 votes -
Xero HQ | Clients - Option to assign Chart of Accounts when creating a new Client
When setting up a new client in Xero, it would be great if we could select from a drop-down list the chart of accounts that we need instead of Xero automatically assigning one as we have found that it is assigning the wrong COA to the entities that we are creating. As an example - we have set up a Trust but have been given the COA for a Sole Trader. If we could have selected the Trust COA from a drop-down list, I believe it would give us a more accurate COA without the need to do so much…
1 vote -
2 votes
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AU Tax - Notes in Tax Return
There is currently no ability to type a Note relating to an item in a tax return. This would be for internal purposes only and provides a very handy audit trail.
4 votes -
BAS - Ability to adjust amount payable/refundable when preparing
My clients overpaid for BAS in previous quarter, results in CR amount on ATO portal.
It could be great if I can add this CR amount when preparing next BAS in Xero so they can offset payable/refundable amounts.2 votes -
Hubdoc - Allow files exceeding 3MB to be transferred to Xero
Allow files exceeding 3MB to be transferred to Xero. Currently, it just shows the link to the file in Hubdoc.
7 votes -
Workpapers | Entertainment - Mark clients as Non-GST
Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers
9 votes -
Practice Manager | Invoicing - Sync Location and Staff Tracking to Xero
Have the ability for each user to assign their location and name against invoices in XPM to automatically track across to Xero Blue.
Currently has per job / task the function to track this but it only allows 1 selection for each.
The staff have been creating invoices in XPM then have to go into Xero blue to assign the location and staff.
1 vote -
Xero HQ: Change Xero Advisor Certification expiry date
Currently all Xero advisor certifications expire in December which is a really busy time for accountants in the UK and it's nearly impossible to get everyone to recertify at this time.
I think it would be welcomed by all accountants if this could be moved to our quieter season in February/March and I think as a result a lot more people would recertify.
2 votes -
Xero HQ | Import "Practice Clients"
I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.
5 votes -
Xero HQ: Remove date range from footer in Shareholders resolution template
In a shareholders' resolution template e.g., to appoint new directors you currently cannot get rid of the line that says "For the month ended 30 September 2022" or "For the year ended 31 March 2022". I actually want to eliminate that entire line as the date is at the bottom with the signatures or at least have the ability to only have one day at the top of the report.
2 votes -
Hubdoc - Enable reconciliation to Xero when allocating to 0% tax account
Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".
An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…
7 votes -
Practice Manager | Add Keyboard shortcut
Keyboard shortcuts in Xero Practice Manager
Currently only have a shortcut for search (forward slash) in XPM, would like more shortcuts (like there are in Blue Xero) - eg:
Dashboard / Clients / Jobs / Tax / Business / Reports tabs.3 votes -
Xero Practice Manager NZ: Update client relationship report to include [client relationship] tax number and DOB please
Now that the Trust requirements have changed, is it possible to update the Client Relationships report. Accountants now have to provide the DOB and IRD numbers for the Trustees, Settlors and Beneficiaries. Currently, if I add the [client] tax number field and the [client] Date of Birth field, I get these fields for the original trust only, I need to get the [client relationship] tax number and DOB please.
2 votes -
Xero Tax (UK) | Statutory balance sheet - Ability to edit headings
Can we make it possible to amend the 'Shareholders' funds' heading on the statutory balance sheet for companies Limited by Guarantee.
(or remove the assertion in the Xero Tax guidance that it works for companies Limited by Guarantee)
1 vote -
XPM | Job Manager - Ability to add to due date options
It would be able to add test to due date drop down. Such as "due on settlement".
1 vote -
Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report
TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field
1 voteHi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
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XPM | AU Tax: Tax Return Reports include Industry Codes
XPM Reports - Tax Return
Create/ generate a single Tax Return Report on industry codes which includes: SMSF, Individuals, Sole Traders, Partnerships, Trusts etc.Currently we can only create separate reports for:
- Individuals and Sole Traders
- Companies2 votes
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