1029 results found
-
Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"
One of my clients found it very confusing when trying to view & sign a document within Xero sign, as she said there was not an option to view the documents before signing...
She only saw the option to "Click to Sign" - I advised her she could click this option & would then be able to view the documents before signing, but she was very upset that this option was described as "Click to Sign" & suggested that it should be changed to "Click to Review & Sign" instead.
This would have then been self-explanatory in her mind &…
9 votes -
Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
5 votes -
XPM - Hide job state for certain staff
The ability to hide a Job State (eg Completed) from the quick edit selection and within editing a job, from select users would be great.
Eliminating the possibility for a user to incorrectly move an open job to a state that should only be closed by the Admin Team.4 votes -
XPM - Notification of draft invoices
It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.
Probably just one email per day so they are not being spammed!
6 votes -
XPM - Add a Budget column under Group
Hi There,
We are wanting to add a new column under the family group view in XPM to show the budget against the open jobs. Making it easier to see what budget has been allocated again each job to make it easier for billing.
Thanks,
Annalise3 votes -
Practice Manager | Add URL parameter for Job Code
Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
Good for reporting and referencing from external sources3 votes -
Xero Practice Manager (XPM) Remove yourself from a practice in
It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.
8 votes -
NZ Tax - Ability to import settlor information to IR6
When Settlor relationship exists for a client, this needs to flow through automatically to the IR6 in the same way that Beneficiary relationships do.
36 votes -
XPM - Improve Sorting order of Client names in XPM
In MYOB, we had individuals as well as partnerships and trusts (which names included surnames of the associated individuals) set up in surname order, which would allow the clients to be sorted, filtered and exported to various lists or worksheets in that order and make it easy to compare/pick up other fields that should be the same for the group/family members (like addresses, emails for tax notices etc). In Xero, however, the names are sorted by the Name* (for entities) or Display Name* (for individuals) - the fields which we only want to be used as display names on the…
7 votesHey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.
-
XPM - Missing Time
Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.
6 votes -
Xero Tax - Import 100% tax VAT adjustment
Import VAT on goods and services received. We require a 100% VAT adjustment, tax rate. Where 100% of the subtotal goes into tax; and 0% goes into the cost. At the moment when allocating 100% VAT it adds the subtotal + 100% VAT = doubling the amount. The alternative is to use multiple lines to off set the subtotal and take 100% of the VAT. Other accounting software has the ability to do a 100% VAT adjustment on one cost line, eliminating the need for the multiple lines and offset.
2 votes -
Workpapers | Depreciation Schedules - Add Accumulated Depreciation as a default
I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.
7 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 -
The new Xero implementations - becoming very frustrated!
I am finding the inconsistent implementation of the new Xero style mixed in with the old incredibly frustrating. The new style screens are slow to load & enter data, the tabbing and typing a few letters then hitting return either doesn't work (add payment) or is inconsistent between screens, entering a new customer on the fly is frustrating because you can't enter all the information at once & still have to open the full contact edit screen to complete it, also the new contact pop up doesn't autopopulate addresses as you type, the send remittance button disappears if you get…
12 votesHi everyone, sorry we've not responded here sooner. As we upgrade technology we are mindful of the impact this can have for our customers. We understand changing features and learning new flows and the ways of performing some actions can be a big transition for customers.
In particular, as mentioned in your feedback here with new invoicing. To support as much as possible during this time, we're providing lots of information through means of blogs, education and guides on Xero Central.
We're also continuing to iterate and develop new features into new invoicing that we know our customers want.
An example of this are recent improvements we made to the 'Contact' field adding the ability to look up your contact address, edit or add the Attention field, and adding more address lines.
I have made sure your feedback here is shared with the team, however we do want to be…
-
XPM - Bulk delete jobs
I learned the hard way after bulk importing 1,700 jobs on the wrong template that you could not delete those imported jobs in bulk. I spent 4 hours individually opening each job from a report and deleting.
It would be great to use job manager to be able to select jobs (assuming they haven't got any time, costs or invoices associated with them) and delete.
19 votes -
XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
22 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.8 votes -
AU Tax - Copy or Dummy group certificate
I still have lots of staff asking to see a Group Certificate, especially if they have not put their tax in for a few years. It would be great if we could generate a "dummy" group certificate for the staff member, after the end of financial year. It give them the info they want immediately and adds professionalism to our company if we can provide what they need.
3 votes -
Practice Manager | NZ Tax - Ability to edit the tax notes once tax payment notice approved
When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.
3 votes -
Practice Manager | GST period - More filters
I would like to be able to create a report of clients whose GST filing is due but there are not enough fields to filter them out. We can select 2 monthly but not select whether they are '2 monthly odd' or '2 monthly even' and we can select 6 monthly but not choose which 2 months of the yer their returns are due. It would be great if we didnt have to enter the same info twice by creating a custom field.
3 votes
.png){kind=link}
- Don't see your idea?