1204 results found
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Xero Tax(UK) - save a default signature for accountants' report
Ability to add a default accountant's signature in the accountants' report. This would mean that the we do not have to sign each and every report before sending to client to approve and sign the balance sheet.
4 votes -
Practice tools | New Client - Option to add Staff
We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)
41 votes -
XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included
Automatic Activity Statements - Partner/Manager Fields.
Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.11 votes -
Xero Ask - Link to XPM Job References
Link Xero Ask to XPM Job Numbers. We want to use Xero Ask, but we need it link the questions to specific jobs as well as specific clients.
6 votes -
Practice Manager | Client Revenue Report - with comparatives
Xero Practice Manager -
There is a report in XPM, Client Revenue Report, this is great for end of year reporting by client. Unfortunately there is no opportunity to select a comparative. Can we please have the ability to run this report in the same manner as the Income by Contact report in Xero Blue. Thanks.
1 vote -
XPM - Floating header on Client list
Hello. Would it be possible to place a 'freeze' on the line that is below the below the Clients / Groups / Contacts? (like in the Freeze in Excel)
3 votes -
Xero Tax (UK) | Option to prepare a CT600 only
It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.
6 votes -
Xero Tax - Change default setting for showing/hiding TFN on post 2018 returns
Xero currently defaults to print/show TFNs on 2017 or older returns (eg Show TFN ticked). However it defaults to NOT print/show on 2018 - 2023 returns. We have been told this is something we cannot change in our settings, it would be a much safer option if we were able to control this setting, or at least have it all operating the same way.
3 votes -
Xero Practice Manager - Pre warning of product Updates
Is it possible to have a "heads up" on what changes are being planned.
For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
This then leaves us asking for the change to be undone.
If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.7 votes -
Xero Practice Manager - Ability to delete client
Ability to Delete a Client from Xero Practice Manager if they have an IRD Number and/or Tax Returns.
Have found that XPM has been updated so can no longer delete a Client if they have either and IRD Number or Tax Returns (including Archived Tax Returns). Client has to be Archived instead. Wanting to delete especially in cases such as the Client being deceased, rather than having to Archive (especially as Archived Clients can still appear in reports).
While could delete the IRD Number and all Tax Returns from the Client, then delete, this could be a long process (as…6 votes -
Xero HQ: See list of organisations pending STP 2 transition
I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?
5 votes -
XPM - Timesheet Credit Option for Team Members
Would be great for team members to be able to enter timesheet credits for flexitime hours over their standard daily hours, without having to enable the Financial privileges option in Staff settings (as this then provides visibility to all timesheets, ability to lock/unlock timesheets, ability to enter time for other team members, along with various practice financial report features etc).
6 votes -
Document Packs - Send me a copy of the email
Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.
43 votes -
Xero HQ - Bulk update client industries
Bulk update industry classifications in Xero HQ. Import the data through a csv file.
2 votes -
Xero tax(AU) - Hide sensitive information when printing returns
In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.
65 votes -
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.
85 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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Xero Tax (UK) | Change the headings used in the notes to the accounts of statutory accounts.
Change the headings used in the notes to the accounts in the statutory accounts.
Trade creditors/trade payables- just use one not show both.
5 votes -
Xero Tax (UK) | Ability to change order of expenses in the detailed P&L of statutory accounts.
Ability to change order of expenses in the detailed P&L of statutory accounts.
42 votes -
Clients - Ability to view if a clients deleted from Practice Manager
Please can you provide a way of detecting when a contact has been deleted in XPM. It's provided on the client list api as IsDeleted for clients, but not for contacts. An IsDeleted prop on the contacts would be very useful. Unless someone knows another way of getting this info?
3 votes -
Practice Manager - Ability to archive deregistered clients in group profiles
We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.
Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.
Note, this would also work well with…
8 votes
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