1158 results found
-
Practice Manager | Report - Variance of job budget to WIP
It would be extremely helpful to be able to view and report on how much of the budget is left on a job.
Reports in XPM focus on time rather than WIP and there are no standard reports that include job budgets. I want to be able to report on how much of the budget is left on a job without having to export to excel and run a formula.
MYOB had a great Job Manager and you could view all jobs on one screen and see the budget and what budget left and if there was more WIP than…
7 votes -
XPM - Extra tabs in the green banner
Extra Tabs in the green banner
Extra headings/tabs in the green banner at the top of the Xero page?
eg
XXXXXX PTY LTD Dashboard Clients Jobs Tax Business Reports.Can we have
XXXXXX PTY LTD Dashboard Clients Groups Contacts Jobs Tax Business Reports.I have attached an example.
1 vote -
XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs
We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.
Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.
12 votes -
Workpapers - Automatically populate GST Adjustments
Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper
42 votes -
XPM - Increase the character limit for Bank Account details
Please increase the character limit in the Bank Account Name field to allow for longer business account names
32 votes -
XPM - Option to add prospect relationships
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.
2 votes -
Practice Manager | Reporting Fields - Invoicing
It would be great if we could report on more fields in XPM - in this instance, who does an invoice in XPM. There is a history section in the invoice, but there is no way to add this data to a report. E.g. I am using a 'job report' that includes the 'Date Last Invoiced', and it would be great if we could also show 'who created the invoice' (and/or approved and exported). We have tried adding a custom field on the job to allocate the staff member, but as this is manual, it would be a lot easier…
5 votes -
Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
11 votes -
Xero Sign | Document Packs - Allow bulk signing when client has multiple documents to sign
Would be great to have an option for clients to bulk sign a document pack e.g. similar to Docusign where multiple pdf's are treated as one document.
At the moment, if there was a document pack with 15 BAS's, the client would have to click into the individual document, click the signature boxes and click to confirm signature. They then have to click into the next document and repeat the same process another 14 times.
Would be good to have a feature/option we can select when sending out the document, so the client can sign the documents in bulk.
4 votes -
NZ Tax - Publish a GST return with alphabetically listed Account names
It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.
4 votes -
Xero Tax | Search - By Client ID Code
XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.
We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.
32 votes -
Practice Manager | Client - Add Non Active to Return Type
Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.
19 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
11 votes -
Practice Manager - Bulk Job Name Update
Currently, there’s no functionality in Xero Practice Manager to edit job names in bulk. This would be an extremely useful function for us. For example, we have a large number of Client Services jobs which need updating and without a bulk update function we need to do this manually, job by job which takes far too long.
14 votesHi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
-
AU Tax - Bulk reminders to sign returns
tax return reminders to sign bulk send out reminders once exceeded the 3 reminders.
also notification if email address has a typo and doesn't deliver to the client
4 votesHey community, thanks for you interest in this idea.
Wanted to let everyone know about a change to document packs in Xero HQ 😊
Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.
As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.
-
Xero Tax(AU) - Audit Trail for changes to a tax return
We suggest to add the option to view TAX return versions when modifications are made to the return.
We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.8 votes -
XPM invoices - show a total for the calculated (WIP) column
In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.
3 votes -
Workpapers - Export & print linked files
Xero workpaper would also show the actual file report and not just the links when exporting the workpaper. This is only available for files uploaded to the workpaper. Our practice uses FYI docs where all the relevant schedules, documents, and files are uploaded and we simply link it to Xero Workpapers. This is also helpful for practices who are using cloud storing services for documents and files.
11 votes -
XPM - Ability to schedule tasks
An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.
13 votes -
AU Tax: Pre-filling capital losses
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.
7 votes
- Don't see your idea?