1159 results found
-
Report templates | Draft - Changes to report code mapping in practice to flow to client org
If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.
You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.
Xero Product Ideas is where our customers can share and support ideas for change.
Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!
1 vote -
XPM - Run a report to show all client notes added
Run a report that will show all notes added by a client.
E.g
- Client A reviews their xero, and realises the cost centre is incorrect and adds a note (not the description)
- Manager is reviewing the bookkeeping and wants the bookkeeper to reallocate items and attaches notes to the reports.These notes cant currently be ran on a single report.
1 vote -
Xero tax (UK) | VAT - First year flat rate 1% discount
Have Xero automatically set the flat rate percentage to claim the 1% discount for the first year of registration. This would save time and human error is having to make a manual adjustment.
1 vote -
XPM Report Builder - List of all data fields by report type
Previously, there was a list online which showed all the data fields and which reports contained which fields, which made it really easy to build customised reports that held all the fields I needed, or allowed me to confirm that I needed to combine two separate reports. That list has disappeared.
Can you please release an updated list of data fields for the report builder for XPM so that it's easy to identify which fields belong in which report?1 vote -
Xero HQ - Shortcut for balance date
Could you please add a shortcut for the balance date in the journal section, so the accountant doesn't have to keep typing '31/3/202x' multiple times at year-end?
1 voteHi Laura, would this be within manual journals entry of a Xero organisation? If so, we do have some date entry shortcuts that could be of use here.
-
NZ Tax - Add inbuilt calculator for IR10
Add inbuilt calculator for IR10
1 vote -
Add the Vat field to a custom report in Xero
it is not possible to add the Vat field to a custom report in Xero
Would be useful for this to be resolved
1 voteCould you share a little more detail of the VAT field you're wanting to include and which report you'd like to add this to, Lisa?
-
Workpapers - Show tracking in GST(NZ)
It would be fantastic if the GST return workpapers could also include tracking, especially if we're tracking more than 1 item.
1 vote -
Workpapers - Update text flags for icons
Update the text flags for the reconciled/completed (etc) flags in workpapers so that they change if an item is marked as complete or not (i.e. the wording changes from Not Completed to Completed once flagged). This would assist staff who are colour blind or have other vision impairments that mean that they can't see the coloured flags but instead could hover over the icon to see if an items was completed or not.
1 vote -
XPM | Reports - Ability to add a hyperlink inside notes
When using other supporting documents—let's say bank statements—it would be great to add a hyperlink to the notes or text block section so you can just click and see the support document.
1 vote -
Personal Tax (UK) | File personal tax return pre 2020 year
The ability to produce personal tax submissions prior to 2020 from Xero Tax
1 voteHi Renu, while we appreciate you raising this with us here to be upfront we don't have any intentions of developing this within Xero Tax.
-
Enable custom fields in FuseDocs integration
It would be great if the FuseDocs API included the ability to pull through custom field data, so that we can use this to drive custom compilations in FuseDocs (i.e. Engagement Letter).
1 voteHi Sally, is this something you've approached FuseDocs about? Many of our connected app partners designed and developed their integrations with Xero themselves and they're best placed to help with any questions you have on extending their integrations with Xero. You can reach their support through one of the options listed on their reviews page.
-
Practice Manager - Show tax payment notices in client's Dashboard
In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.
1 vote -
Workpapers - Bolder highlight for PDF attachments
Workpapers - Preview Attachment Highlighting faded
When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.1 vote -
XPM - Add active status to staff list
Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.
1 vote -
Practice Manager - Change the issue date for invoices
It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.
1 vote -
Xero Tax - Canadian GIFI schedule for current tax year
Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.
1 vote -
XPM - Import summary of earnings name from IRD in lower case format
Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
All caps is very ugly!It would be great if XPM would import automatically with first letter in capital letter and the rest in…
1 vote -
XPM - Additional filters on standard reports
XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.
1 vote -
Advisors - Decrease points to qualify for Advisor Directory
Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22
1 vote
- Don't see your idea?