1019 results found
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Report templates | Draft - Changes to report code mapping in practice to flow to client org
If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.
You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.
Xero Product Ideas is where our customers can share and support ideas for change.
Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!
1 vote -
UK Tax | SA100 - Auto add bank details
Automatically add firm bank details to SA100. Most client refunds go directly into our client account and have to be entered manually each time. A way to select from saved details would save time.
2 votesWe're grateful for your engagement in product ideas and letting us know how adding bank details to the SA100 would be useful to you.
Being open this isn't something we have any plans around right now, however we'd like to gather interest from community through your idea here. If there are any updates we'll share with you, here.
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My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
3 votes -
XPM - Job financial summary
XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.
5 votes -
ooa email
Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.
3 votesHi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
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NZ Tax | PAYE - Show IRD number without downloading
NZ Tax - PAYE - Tax and Filings report. Amount payable screen does not record the IRD number. Have to download the pdf to get the IRD number. Been waiting for this amendment for years.
2 votes -
XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…5 votesHi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.
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Practice tools | Staff - Ability to set up and assign permissions to groups of staff
It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.
This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.
24 votes -
Client queries - Uploading to specific line item
Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.
24 votesHi everyone, we're pleased to share new Xero Workpapers that'll be coming soon and encompasses many features we know our customers have desired.
With our new solution collaboration on year-end and compliance tasks will be much smoother - You'll be able to upload documents directly to the specific items you need to review, meaning you no longer have to wonder which email a document should be attached to.
When you need a document, like a bank statement or an invoice, we'll send you a secure query, so you can log into a simple portal, see exactly what we need, and upload the file right there. We'll automatically attach your document to the correct line item, creating a clear and organised record for review and audit purposes.
We're just starting release of this to Australia, and will keep everyone updated as this increases here. For now, you can read more about…
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Practice Manager | Jobs - Ability to update job Tax Return is associated
Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.
87 votesHi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
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XPM - Today option in timesheets
In the timesheets window, a button which takes you back to todays timesheet.
I often have to scroll back, and prepare prior period timesheets, and so it would be handy to have a "today" button, which will automatically return you to the current days timesheet - rather than having to scroll forward (similar to handisoft practice manager).
6 votes -
Xero HQ - Ability to bulk Accept Subscription Transfers
Ability to bulk Accept Subscription Transfers- when accepting transfers or converting clients in bulk from QBO or QBD the ability to bulk accept the organization under the firm would save significant amount of time.
2 votes -
Xero Tax (UK) | Add/group headings in reports
Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.
3 votes -
Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
1 vote -
XPM - Jobs ordered by state on Job Manager
Would be great on the Jobs panel when sorting jobs by the "State" field that they were sorted by the order of the different states (1 Planned, 2 Job received, 3 In Progress etc.), rather than alphabetically (1. In progress, 2. Job Received. 3. Ready for review) as it makes no sense having jobs listed all out of order as to their actual progress in the workflow chain.
2 votes -
Xero HQ - Report template - option to include a custom column similar to custom row
Add a custom column similar to a custom row into reports.
This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.
This currently can't be done in reports.
46 votesThanks for sharing this idea and for explaining the practical ways this could help in your reports.
We can see why this would appeal to firms preparing financial reports.
We’ve updated this idea so it can gather wider visibility and input from the community. From here, other customers will be able to add their support, vote on the idea, and share more detail about how they’d use this in their own workflows. We’ll also continue to post any future updates on the idea here so you can follow along with any progress🙂.
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Subscription - Select from org users when transferring
When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
This would ensure correct details, as the user name and email address is already in Xero.3 votes -
Automatically archive Tax returns
It would be good if XPM automatically archived tax returns once assessed or maybe at a certain date, for example all 2022 tax returns archived when we are doing the 2023 year
9 votes -
Practice Manager - Invoicing for multiple practices
Invoice Clients from Xero Practice Manager for two Practices but only one has a Xero Subscription.
2 votes -
UK Tax - Annual Report and Financial Statements Template for UK Charitable Company subject to audit
When can we expect a template for the Annual Report and Financial statements for UK Charitable Company subject to UK Audit?
2 votes
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