1204 results found
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XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
BAS - Make Finalise BAS the default option
It's great that there is now the option to finalise and create a bill on a BAS...however that is not the default choice for Tax & BAS Agents so it would be nice if the big button was to FINALISE the BAS and the small button with the option to create the bill. Leave it as default in the linked to ATO BAS (lodge and create bill) but for BAS that aren't being lodged in Xero directly it's not helpful.
7 votes -
XPM - Partner, Account Manager and Job Manager merge fields
Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc
7 votes -
XPM - Have multiple timers open and useable at once
It would be great is XPM could have the ability to have multiple timers open / useable at once, so I can stop, start and resume between tasks as you pick up / put down. This was a great feature of MYOB AE.
7 votes -
XPM - Sync contact groups to Xero
Sync clients grouped in Xero Green to Xero Blue. Currently groups can be created in Xero Green and Xero Blue independently but are not synced or linked. It would be efficient and helpful to sync the groupings we have created in Xero Green across to Xero Blue.
7 votes -
Personal Tax (UK) | SA102M Ministers of Religion pages
I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.
7 votesThanks for your support in this idea, everyone. While this isn't in our plans atm we're continuing to review the ideas from the forums here.
We'll keep a gauge on the interest for SA102M Ministers of Religion and let you know if there are any updates for this, here.
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User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
7 votesHi team, we hope you are liking the new staff and client experience for managing your practice, with Xero Partner Hub beginning to rollout to practices over the coming months.
To provide an update on the desire for being able to provide a practice access when a practice staff is invited into a clients org - this is something our teams are currently exploring. While we can't make commitments as yet, we will keep you updated of any development for this through this idea. Thanks
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AU Tax - Agent nomination from Xero
Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…
7 votes -
AU TAX - Send tax returns to clients directly through Xero Tax
It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.
7 votes -
AU Tax - Show Period on the Activity Statement Substantiation Declaration
The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.
7 votes -
Xero Tax (UK) | Prepare sole trader accounts on cash basis
Ability to create sole trader accounts on the cash basis to pull through to tax returns.
7 votesHi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
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AU Tax - Taxable Payments Annual Report
It would be very helpful if there was a way to produce a Taxable Payments Annual Report via Xero Tax. I have a couple of clients that are a large construction company, that uses SAP for its accounting. This is not SBR enabled, and does not produce a .tpar file in the format required for lodgement with the ATO. Currently they provide an excel, which has to be transcribed onto the ATO portal. It would be great if we could upload a csv to produce the necessary report and lodge via Xero Tax, and save us significant time.
7 votes -
NZ Tax - Remove 901D sample templates from dropdown menu
We would like to be able to hide or remove the Xero sample letter templates as an option in the Tax Payments page. We would like to remove them so that tax admin staff don't accidentally use those templates instead of our custom branded templates.
7 votes -
Xero Tax - Import and export tax returns
It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)
7 votes -
Billable Expenses - Feature to flow through to XPM Clients
It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.
7 votes -
AU Tax - Import deductions for individuals from an excel file
AU Tax - It would save time being able to import deductions for individuals from an excel file.
7 votes -
XPM - Automatic birthday messages for clients
Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
It would be great if birthday messages are sent automatically out of XPM.7 votes -
Personal Tax (UK) | Current year i.e. 23-24 Personal Tax computation.
Ability to produce a computation for the current tax year, commonly used for forecasting liabilities and dividend planning. Seems to be available as standard from other software providers.
7 votesHi team, we're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for enabling the ability to produce a computation for the current tax year, we're keen to continue gathering support and understand the interest from the community in this idea. We'll let you know if there are any updates around this, here.
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Practice Manager - Housekeeping (Assisted PII data removal for archived clients)
From what I understand is common in a lot of firms is when a client leaves/dies/etc their client profile is archived in XPM and the data persists into infinity.
Given the latest high profile data breaches is would be good if XPM had a Housekeeping module where firms could identify archived clients where the attached Personally Identifiable Information (In particular TFN, Bank account, phone/mobile and addresses) is no longer needed and permanently remove it in a structured process.
A similar process may need to be created for the forms that we generate from XPM so they they are permanently removed…
7 votes -
7 votes
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