1159 results found
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Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
33 votes -
AU Tax - Return Lodgment report
to run a report that pulls the History of tax returns into it, including:
1. Staff member who prepared the return, and date prepared.
2. Staff member who lodged the return, and date lodged
Currently if we run the report builder, it only can show account manager's name, it doesn't seem to have the option to show lodgment person's name.8 votes -
Practice Manager | Invoicing - Ability to code based on job
When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?
1 vote -
Xero Tax - Add support for swiss tax
I have an international client who has just switched to Xero but their main business is in Switzerland (complicated tax rules). Can Xero provide add an add-on to Swiss Xero users to comply with the tax rules there.
3 votes -
Practice Manager | Timer - Turn into separate modal to use independently
It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.
4 votes -
User Roles - Individual permission to Xero Sign
I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.
2 votes -
Xero HQ | Clients - View clients that need to file GST
Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.
You cant even generate a report for this in myIR Intermediary.
10 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 -
XPM - move timesheet entries between tasks/jobs from within a draft invoice.
It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.
Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.
Thank you
13 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
20 votes -
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.
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7 votes
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Practice Manager | Jobs - Open recurring job on completion of previous job
It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.
8 votes -
Report Templates | Fixed Asset Schedule - Tax & Accounting
Add 1 schedule to report packs for both tax and accounting depreciation methods
11 votes -
Document Packs - Ability to mark as complete
It'd be great if we could have a "Mark as Complete" option for Document Packs. We've got a bunch of Doc Packs that will forever sit in 'sent' because of various reasons and it would be great to clean them up.
Examples of these situations - when a doc pack is sent to multiple people, and maybe one of them dropped into the office to sign the financials in person - we've now got a partly signed document in a Doc Pack, and a physical signature as well. In this situation, it'd be great to be able to mark the…21 votes -
AU Tax: Notification of formation of consolidated group (CGNFT) form
I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.
As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.
It would be great if this can be added as quickly as possible.
12 votes -
VAT Returns: Submit for client approval through Xero
I really would like to see an easy way for asking clients to approve VAT returns, rather than downloading the returns and emailing clients.
15 votes -
Client - Email storage (not related to Job)
It would be nice to be able to store all emails re a client that a NOT job specific under a Client Tab.
We are able to do for Jobs which is neat but to enable us to store general emails under the client would be good. I guess they would need a unique email address just like the job storage of emails? We have tab for Jobs, Documents etc so one for emails with an address would be nice.2 votes -
Practice Manager - Link Jobs to Workpapers
Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS
18 votes
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