6 results found
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User Permissions - Remove access to the Practice org from Co Master Admin
Having at least two staff members to be master admin for clients but having a separate master admin for the practices own accounts.
12 votesHi Allison, we just need some clarity around what you are asking here so we can review the Idea. Can you please expand on the Idea giving us as much details as possible, for example, the ability to have more than one Administrator, and the ability to to remove access to the Practice organisation from the other.
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NZ Tax - UOMI should be included in Payment Schedule
Currently UOMI just shows as a note above the payment schedule but is not included in it, so it is easy to miss and doesn't show our clients the total liability.
Please could you include a line for UOMI in the payment schedule as well as including the note which shows the date interest is calculated up to (like MYOB does)?
Alternatively please add a tick box to the Use of Money Interest settings so we choose whether or not to add it to the payment schedule.
Thank you.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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refund/credit available for paid invoices
There should be an option to create a credit note for a paid invoice, and then generate a refund option. It's nonsensical that you have to delete the payment first before you can apply a credit note - it should be an easy flow where you can easily create a credit note for the invoice and generate a refund payable.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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XPM - Search or Filter jobs bases on type of job
Search or sort for specific Jobs in XPM, such as all Jobs for Management accounts or VAT, In the Job manager it show all the jobs but i can not search or sort basies on type of Job. Adding this will make this tool better for managment
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Need taxable income field available for reporting
We need to run a report showing the taxable income of all our individual clients (from the tax returns filed), to find those that are over the maximum liable earnings for ACC.
From there we check for clients who may have had more than one employer and therefore paid more than the maximum ACC levies, so we can contact ACC for a refund.
When we were using MYOB, taxable income was a field included in the tax letter reports so we could download and filter from there.
Apparently there is no way to get this data out of Xero, as…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Hubdoc
Hubdoc - Copy the Document type to "All Tabs". CN for Credit Memo, INV for Invoice, M for Memo, Stmt for Statement etc can be seen or searched for at a glance. Not just the Supplier, date, amount etc. Would be super convenient when searching.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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