1160 results found
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XPM - Lock timesheets when a draft final invoice has been prepared.
XPM - Lock timesheets when a draft final invoice has been prepared.
We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.46 votes -
Xero HQ | Permissions - Bulk change staff permissions
It would be great if there was an option to change staff permissions in bulk. So if there was a practice employee for example who now needed Payroll Admin access for 20 clients, it could be done in a few clicks as opposed to changing it for each of those 20 clients.
46 votes -
Practice Manager | Add Non-Clients for use in a Relationship
In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.
We do not want to add these instances as full clients with us because it will…
46 votes -
Workpapers - Customised by Entity type
Xero workpapers should change depending on entity type selected. It appears that the selection of entity type in workpapers only serves to customise the query gallery and has no bearing on the actual workpapers created. An number of examples of this can be seen whereby selecting the trust entity type, the workpaper pack incorrectly contains M & M2 imputation credits, N Shareholders Current Account should be named N Beneficiary Current Account, and most significantly L - Income Tax does not contain a defined field for tax credits allocated on beneficiary income (instead users are having to use the free form…
46 votes -
AU Tax - Franking Account: Ability to reorder rows chronologically
When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.
46 votes -
Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…45 votesHi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
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NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
44 votes -
Practice Manager | Client List - Export with all data
Be able to export ALL client and contact data out of XPM, including tax information.
44 votes -
Xero Tax (UK) | Automatic calculation of farmers averaging adjustment
Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.
44 votesHi everyone, we appreciate your interest and contributing to the idea here.
While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).
Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.
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Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
44 votes -
Individual Income Tax Return - Future Year Return - Tax Rate
When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?
43 votes -
AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns
I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.
The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...
WHY do you insist on SO MUCH double entry??!?
It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??
43 votesAppreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.
We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.
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Document Packs - Send me a copy of the email
Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.
43 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
43 votes -
Workpapers - Ability to edit to meet compliance needs
Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…
43 votes -
Workpapers - Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files42 votes -
Reports: Support for charity reporting
Is there an easy way to create/run reports tailored specifically for charities or is it just me that I am finding it difficult to find ? I've got the charity set up as a non-for-profit organisation which doesn't seem to make much difference at all.
It's disappointed to see Xero doesn't have any reports templates for charities.
Executive report cannot be overtype as needed - It's not possible to change "Profit (Loss)" line within profitability to Surplus/Deficit.
Regarding Current Year Earnings, it isn't currently possible to rename this to current year funds, or to code manual journals from this to…42 votes -
Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs
Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.
42 votes -
Workpapers - Automatically populate GST Adjustments
Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper
42 votes -
Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
41 votes
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