1158 results found
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XPM: Dedicated client notes section
For Practise Accounts
have one section for internal notes on the client that can be updated
- Files can be attached but not updated
- Notes in a Report Text Box are only specific to that report
Need a permanent place that I can add notes, instructions, updates to my staff dealing with a client8 votes -
AU Tax - Ability to have unlinked depreciation schedules
I would find it very useful to have an unlinked depreciation schedules in Xero Tax. Including amortisation schedules for borrowing costs and also assets that are used for business and employment purposes creates efficiency by including it in the return.
9 votes -
AU Tax - Automatically tick yes on ETF pre-fills with CGT
I refer to CX0012896524
1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES2/ There is a bug
I get this error
Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details scheduleThis error seems to…
7 votes -
Xero Practice Manager: Select tax code when pushing invoices from XPM to Xero
Is there a way to have invoices push from Xero practice manager to Xero with the tax code there of GST Free Income.
4 votes -
Workpapers - add a calculator tool
Would be great if xero workpapers had a calculator function like blue xero
9 votesHi everyone, we're excited to share a significant update with you all. With the development of a new Xero Workpapers you'll have a new calculator tool (in the form of blank calculation sheets or light spreadsheet functionality), allowing you to perform basic calculations.
Until you get new Workpapers, the best option is to continue using external spreadsheets to perform your calculations and attach them as supporting documents.
We're initially rolling out in Australia, and we'll be sure to keep you updated on our progress as we this goes out to other regions.
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Xero HQ: Manage user access for organisations with external subscriber
My Xero - Managing staff access to clients
I suppose we have a large-ish accountancy - in My Xero I get a full list of all clients I get access to; that's 25 pages of clients at 50 clients per page. I see all clients irrespective of whether the subscriber is internal (within our accountancy) or external (the client).
We need to add a new admin staff member and give them “Manage users” + “Payroll admin” to all entities. In My Xero, I drill down into the Staff list, click on the new user and it says I have access…
4 votes -
XPM group view - Main email
Hi Support,
When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.
Thanks
11 votesThanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
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AU Tax - Rental Schedule Apportionment
Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.
100 votes -
Fixed Assets | General pool depreciation - Add detail of assets
General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.
52 votesAppreciate you'd like to add more detail for assets within a pool.
Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support.
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AU Tax: Capital works deductions CTR
Please create a worksheet specifically for capital works deductions in the company tax return, where assets can be added and the total deduction amount integrated to label 7I.
9 votes -
XPM User Permission - Ability to only remove timesheet view permission
I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.
It would be really handy if we could assign a user group to a staff member instead of having to…
25 votes -
XPM | AU Tax - Automatically email lodgment confirmation to clients
I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.
47 votes -
Practice Manager - Bulk Data Updates
It would be great if we could bulk update data (default fields and custom fields) and have options on how we want to update the data.
For example, if we want to update the 'Manager' field, we could choose to base this on the group or client, and:
- Update all groups/clients to John; or
- Update all groups/clients that are currently Sam to John, and have a check box to untick any groups/clients that are to be excluded; or
- Update by manual selection - tick/untick the groups/clients that require the update.We recently created a new custom field…
57 votesHi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
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Practice Manager | Client reporting - Field mapping
Some of the field labels in a report don't match the field in the profile, which can cause confusion, incorrect reports and more time spent on building reports than needed.
For example, on a client profile, we have the 'Partner' and 'Manager', however, when trying to report on these fields, they are called 'Account Manager' and 'Job Manager'.
It would make reporting easier if all labels/titles matched or at least referred to them, e.g. Account Manager (Partner).
15 votes -
Practice Manager - Ability to archive Client Groups
Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.
It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups
27 votes -
Profit and Loss - Tracking categories in rows and annualised per periods (in columns)
P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.
50 votes -
AU Tax - Print tax returns withholding bank details and DOB
Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great
25 votes✨ Hi everyone, thanks so much for sharing your feedback around the privacy of information when printing returns. We understand how important it is to protect sensitive client information. We have moved this Idea to Gaining Support, so you can let others know that this is something they can vote on and add comments too. This is really helpful for the Product team to see when they are looking at potential improvements. We’ll make sure to update this thread as we learn more. ✨
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Xero HQ - Ability to bulk remove users
Have the ability to bulk remove users. We have just taken over 6 Xero accounts and the previous advisor has 100+ staff members that need to be removed from each account, it's going to take me forever to do this individually.
25 votes -
Workpaper - Ability to select defaults
Why do we need to have all of the 'Z do not use' sections appear when setting up a new pack that then need to be unticked? It would be better to have them unticked in the first place
5 votes -
Xero Sign | Email notification of who has signed in the document pack
Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.
10 votesAppreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
- Don't see your idea?