966 results found
-
XPM - Ability to Archive contacts
When we are archiving a client there should be the ability to archive the contacts (if they are not linked to an active client profile). Or at least be able to Archive them from the contacts page https://hq.xero.com/clients/contacts
Currently the only option is to edit or delete, deleting is not a great option should you need to follow revisit something in the future.
If you don't delete them, you are then left with the contact appearing in the suggestion list when trying to connect clients to a client profile.
13 votesHi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
XPM (New experience) - Show full details of additional contacts on Client record
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access…
13 votesThanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Practice Manager - Onboarding checklist for clients
It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client
13 votesThanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero and Practice Manager.
-
Xero HQ: archived clients with subscriptions.
Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.
We are paying Xero for no reason at all.
Also the ability to bulk change those archived clients eg cancel subscriptions
Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.
Thanks
13 votes -
NZ tax- Create tax returns for a future period
NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.
13 votes -
AU Tax - up to 72 hours lodgement time (compared to other systems with instant lodgement)
Please fix the amount of time it takes for returns to move from "submitted" to "filed"
13 votes -
Invite user: bulk-invite user to multiple organisations
i would like to add a user with same profile to a number of organisations at the same time rather than individually access each company in Xero
13 votes -
Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
13 votes -
Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
13 votes -
Xero Tax (AU) | Set Yes as the default option on capital gains worksheet
Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.
13 votes -
Xero Tax (UK) - Ability to bulk update format of director name
In Xero Tax, you should be able to change the name format for all directors even if they've been appointed after the Accounts Year End. Currently if you've changed the name format for directors previously from 'SURNAME, Name' to 'Name Surname' when a new director is appointed post year end, they are brought into the company information page with 'SURNAME Name' format and there is no ability to change the format to 'Name Surname' to match the others so you then need to change the other directors to 'SURNAME Name' format to match. The ability to change format is a…
13 votes -
Practice Manager - Re-order multiple jobs on one invoice
Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.
13 votes -
Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
AU Tax - Ability to change day time contact
Day time contact number in individual tax return.
Individual tax return cover page has two options
Mobile number and day time contact number
day time contact number is by default picked up from practice management setting which is practitioner number.
there is no a way to change this day time number to client contact number automatically.13 votes -
AU Tax - Restrict staff access to specific returns
We would like Xero to allow an option for certain staff members to be restricted from viewing all tax returns by default - except for specific returns on an individual basis (i.e. the returns they are working on). Firms are now using offshore providers to assist with some tax preparation and it would be best if offshore users were provided with access to only those clients/returns they are working on, rather than the entire tax database. Is this something that might be achievable in the short term?
13 votes -
Xero HQ | Subscription - Ability to import client codes for billing
It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which…
13 votes -
UK Tax - Tax Return/Filed accounts status reporting
Please can we have a simple Tax Return Status report that we can run by tax year (or other appropriate filters) that shows all the relevant fields that I can see on personal tax return screen.
This way we would be able to run a report for a particular tax year and see who we still have to do by way of a control check. This would also be useful on the company tax and accounts side
I would also like to see a date finalised on there so we can review and plan for the next tax season
I…
13 votes -
XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs
We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.
Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.
13 votes -
Xero Sign - have the ability to see if a client has viewed the signing pack
It would be excellent to be able to see if a client has viewed the Xero Sign email pack.
13 votes -
AU Tax - Import dividend and shareholder details
For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)
We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.
13 votes
- Don't see your idea?