939 results found
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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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NZ tax- Student Loan overseas borrower repayments
Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.
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 -
Practice tools | Staff - user role templates for bulk assignment
The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.
22 votesHi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.
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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 -
XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
22 votes -
XPM Timesheets - Timesheet templates
Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.
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 -
Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs
22 votes -
AU Tax - Ability to set up alerts / notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
22 votesHi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
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Xero HQ - Ask history
To record details of queries sent from Xero Ask such as
- created date
- Who created
- date sent
- who sent it
- recipients that received the queryPurpose: This would be helpful when a client says they have not received a query
22 votesAppreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
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Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
21 votesHi team, we appreciate the interest from users in this idea and while this isn't something we have immediate plans for at this stage we are continuing to watch interest in this closely and will share if there are any updates. Thanks
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AU Tax | Cover letter - Add Title placeholder
Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.
21 votes -
AU Tax - Bulk Update Staff Access Feature in Xero Tax
The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.
21 votes -
Practice Manager - Automatically add a Task to automatic Activity Statement jobs
It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.
21 votes -
Ask Queries - Automated reminder notification
Ask Queries - Automated reminders
The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)21 votes -
XPM mobile app - Time tracker
Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.
21 votes -
Xero Tax(AU) - Tab for Returned
Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?
21 votes -
Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
21 votes
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