1460 results found
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Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
3 votes -
AU Tax - Basic tax calculator/estimate
A quick individual tax calculator - just requires taxable income and PAYG to be entered - and the tax, offsets and medicare is auto calculated. Tick box for resident, tax free threshold and private health.
Handisoft has a tax calculator that does this - the estimated tax is calculated in 10 seconds. Much better and quicker than the ATO's calculators (and the ATO doesn't do current year - only prior).
31 votes -
File historic tax returns through Xero tax
It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.
1 voteHi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.
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Adding a start date in the company settings (editing balance sheet, start date)
An option should be added in Xero settings, company settings, to manually enter the start date (at the moment you can only enter the end year date)
There should be an option to extend the settlement period manually in the balance sheet to generate a report.
When a company changes status to limited in the middle of the month, the first settlement period is extended by that half of the month (e.g company start January 18, 2023, end January 31, 2024), the balance sheet should show the settlement on these dates (and not from February 1, 2023 to January 31,…
2 votes -
Xero Workpapers - ability to reorder/rearrange accounts (lines) on a workpaper
Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).
2 votes -
AU Tax - Remove 0 in managed funds pre-fill from ATO
We have noticed an error, where, when managed fund distributions are prefilled from the ATO, a zero is put in the Item 24 - Other Income
This causes an error for each managed fund prefill that needs to be manually fixed by going in and deleting that entry in the schedule.
I just recently had a client with 15+ managed fund imports (owned jointly with his wife, so same issue on her side) which meant I had to waste quite a bit of time going into each schedule, only to delete the zero at the bottom.
If you could arrange…
49 votes -
Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
1 vote -
AU Tax - Report field for Payer Name from Payment Summaries
AU Tax - report field for Payer Name from Payment Summaries
11 votes -
split fixed assets
Fixed assets module - allow an asset to be split. This would be useful in cases where an asset was purchased as a group but not all of the group are being sold/disposed at once.
2 votes -
Hubdoc - assign a currency to a suppliers
Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice
2 votes -
Leave Balances Report that matches employee payslip balance
It would be great to have a Leave Balances report that reported in hours to match the employees' payslip balances for management to use. The current leave balances report only shows accrued leave in dollars not hours.
4 votes -
XPM - Bill multiple clients in a group from the client group
Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.
At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.
5 votes -
Xero Workpapers - All user types except Standard can view Practice/Firm Accounts
When setting up and adding workpaper packs, the roles assigned as Manager, Partner and Practice Admin can Add/View a Workpaper Pack for our Firm Financial File. These 3 types of users are rarely the owner or director of a firm. The only way to keep firm data protected is to have the director managing settings, adding workpaper packs and assigning the workpapers. This does not happen in practices. It is very rare the owner is setting up workpaper files. Why is there no option to directly lock the Tax and Workpapers of the firm? Seems far out of touch and…
3 votes -
Reports - Add original currency in the Aged Payables and Summary Payables reports
Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!
23 votes -
Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
2 votes -
Autosync to Hubdoc
You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.
6 votes -
insights
Client Insights - column showing if the latest GST return is outstanding for filing
2 votes -
XPM - Timesheets Quick Keyboard shortcuts
Per the attached screenshots, it would significantly increase efficiency to be able to use quick keyboard shortcuts when entering timesheets. Specifically the + and SAVE buttons, as almost everything else can be entered using the keyboard alone.
7 votes -
Hubdoc - Capture supplier reference when posting Xero invoice
have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date
12 votes -
NZ Tax - Preview tax return
It would be great to be able to preview returns on screen rather than having to export to PDF.
6 votesThanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
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