1029 results found
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XPM - Sync updated client information via Xero to the ATO Portal
It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.
23 votesHi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
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AU Tax - Non Depreciable asset to roll forward
Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.
Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.
23 votesThanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Tax (UK) | CiC
Please can we have the ability to submit accounts and CT returns for CiC companies - this is the only thing that is preventing me from switching to Xero for all my submission needs.
23 votes -
AU tax - Split husband and wife interest income
It would be wonderful if we could transfer interest, dividends, annual trust distribution information, and capital gains between a husband and wife (or partners etc) when the accounts are held 50/50 or 1/3 25% etc without having to re-enter the schedule into the other party's tax return.
Link the partners together like it does with a rental schedule.
23 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…23 votes -
Report Templates | Report Codes - Search Function on page
How about a search function when on the Report Codes page (like what's available when you're in the Chart of Accounts)?
Thanks
23 votes -
AU Tax: CGT - Allow pro-rata of private use days
The CGT worksheet does not allow for pro-rata of capital gain based on private use days.
23 votes -
Xero HQ - Combine custom reports with Adviser report
Would it be possible to combine the features of Custom reports (in particular the ability to set them as default reports and favourite them for access from the Reports drop-down) with Adviser reports (the ability to format using report codes and practice-wide sharing across any number of client organisations)?
Right now, a practice has to decide between:
Customising reports on a per-client basis - an incredibly time-consuming task to set up
or
Drafting an Adviser report every time - which can't be set as a default report on the Reports home screen or favourited for easy access and therefore takes…
23 votes -
Xero HQ - Provide a function to mark clients as favourites
Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?
23 votesThanks for your support on this idea, community. With Xero Partner Hub slowly rolling out to practices over the coming months our product teams are working on many enhancements that will help streamline and efficiently manage your practice.
As part of the new homepage experience we are looking into a widget that will enable quick access to your most frequently used client files. I'll be sure to keep you updated on further news of this here.
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NZ Tax - Add barcode/link to barcode in client tax letters
Following on from advice from IRD. Is this something that is easy enough to create?
See email from IRD.....
We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.
Most have, in the hot little old hands, a lovely letter…
23 votesAppreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
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XPM - Monthly Productivity Pie Chart
Currently the productivity pie chart on the home page only reports on a weekly basis. It would be great if the home page can add a 2nd productivity pie chart which is set to report on a monthly basis. Most accounting firms/staff have monthly productivity targets, so this is why it would be a wonderful way to track MTD productivity results instead of only weekly.
22 votesThanks for submitting your idea, Warren.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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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 -
Practice Tools | Clients - Bulk email update of a client
Currently we can update a clients physical/postal address and then update all those relevant in the group using the pop up 'Update relevant client addresses'. It would be so helpful and save time to be able to do this for the EMAIL address of a client.
22 votes -
Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
22 votes -
Xero HQ - Add a Chart of Accounts for use with SMSF's (self-managed super fund)
Have a chart of accounts to be able to use for SMSF's
22 votes -
Practice Manager | Job Manager - Bulk assign staff via import
Good day,
Would it be possible to allow us to import the staff assignment via the CSV import file rather than assigning staff afterwards. Same for the template, category and job state.
Regarding the bulk staff assignment function, could we add filters and have the columns sort when you click on the column headings of this section please.
These two short comings is creating a huge delay in annual job creation for routine jobs.
No we cannot use re-curing jobs as XPM does not have the functionality yet to choose the date on which the re-curing job is created, you…
22 votes -
Document pack - Select email to receive notification for signed pack
A way to have the notifications for signed packs be sent to a specific email address.
For example:
x creates and sends the pack but y is notified when it is signed.22 votes -
Practice tools | Staff - Ability to assign clients when inviting staff
Previously in Xero HQ you could invite a new staff member and immediately assign clients to them - This was efficient. Now the staff member has to accept the invite first before any clients can be assigned.
21 votesWe understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
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AU Tax - Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
21 votes -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.21 votes
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