1204 results found
-
AU Tax - Upload supporting documentation to tax return item in ITR
Just wondering if there is anything in the pipeline at all where you could potentially upload support documents, receipts, invoices etc behind the tax return item item while in the ITR. Would be a very handy function for individual tax returns.
7 votes -
Xero HQ | Client list - Update address from Xero 'blue' organisation
Automatically pull through client addresses from their Xero to Xero HQ Client List to avoid having to enter them manually each time and to ensure that any change of address is updated.
7 votes -
Xero Practice Manager - Pre warning of product Updates
Is it possible to have a "heads up" on what changes are being planned.
For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
This then leaves us asking for the change to be undone.
If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.7 votes -
7 votes
-
Workpapers - Bulk upload attachments to queries
Ability to upload multiple documents to workpaper queries at one time, currently can only select and upload one document at time which can be quite time consuming if a client has supplied you with 12 months bank statements to upload. I note this bulk upload feature is available when saving supporting documents to workpapers so not sure why this functionality can be expanded to include queries?
7 votes -
Practice Manager | Report - Variance of job budget to WIP
It would be extremely helpful to be able to view and report on how much of the budget is left on a job.
Reports in XPM focus on time rather than WIP and there are no standard reports that include job budgets. I want to be able to report on how much of the budget is left on a job without having to export to excel and run a formula.
MYOB had a great Job Manager and you could view all jobs on one screen and see the budget and what budget left and if there was more WIP than…
7 votes -
AU Tax: Pre-filling capital losses
The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.
7 votes -
Xero Tax (UK) | CT600 - Amend with HMRC with NO accounts to be attached
With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?
7 votes -
AU Tax - Summarise the capital losses from prior-years returns
We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.
Thanks,
Phillip7 votes -
Xero Files | Report: Ability to see user access
Ability to identify which Xero files staff members who leave the firm have direct access to the client Xero file as opposed to being granted access from a firm level. This way, before you delete the user from Xero HQ/Blue you can check to see if any clients need to be contacted to update to invite the firm rather than a specific employee.
7 votes -
Practice Manager: Ability to enter time in calendar view
Time Sheet Calendar.
One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.7 votes -
XPM: Import relationships info into Financial Statements
Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?
7 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 -
Practice Manager | Invoicing - Multi tick box option for custom fields
Have a multi tick box option for custom fields to be able to select more than one option.
i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]7 votes -
Xero HQ - Ability to sort clients by "Unreconciled Items"
With the updates happening around Xero HQ, it would be a great time to be able to provide additional search functions on the Practice Client list. At a minimum, being able to sort by "Unreconciled Items" would be very helpful.
7 votes -
Practice Manager - Email Template for sending invoices
We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.
7 votes -
Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).
Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.
7 votesHey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.
While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.
It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.
-
Classic Workpapers - the Ability to export workpapers to pdf in Bulk.
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
6 votesHi đź‘‹ your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
NZ Tax - Ability to add manual transactions to NZ tax return (eg. expected penalty)
Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.
We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).
At the moment it looks like we can only edit the pdf which is very disappointing...
6 votesThanks for adding this request to our Ideas Kathryn. We have looked at this with current NZ Tax compliance in mind and for transparency this is not something we are looking into at this time. We appreciate it is something others may see as beneficial so other users are able to vote in this.
-
Xero Practice Manager - Implement total GST validation check on invoices
The Xero XPM system calculates GST for each task being billed, but it doesn’t have a total GST check at the invoice level. As a result, some invoices with round billed amounts—such as $30,000—end up with incorrectly rounded GST, for example, $2,999.99. Xero calculates GST on each line item of invoices and other transactions, rounding to the nearest cent. The total GST is then the sum of these individual line calculations, which can sometimes lead to small discrepancies in the overall GST amount.
While Xero doesn't currently offer a total GST validation feature at the invoice level, we would appreciate…6 votesHi Martin, thanks for sharing your idea about GST validation in XPM invoicing. It’s really helpful to hear how a total GST check could help prevent rounding discrepancies.
The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If this is something you’d like to see, joining the conversation is a great way to help bring it to the product team’s attention.
We’ll keep an eye on progress and share updates here as the idea develops.
- Don't see your idea?