1203 results found
-
AU Tax | Email - View placeholders before sending
When preparing a cover email for documents being sent for signature, it would be great to be able to view the placeholders before sending the document, to check it reads correctly for the scenario.
1 vote -
Jobs - Track Fixed fee pricing against staff time
This would be so beneficial as it would allow us to use inventory fixed fee pricing like in Xero but still analyse staff time cost against the fixed fee price
1 vote -
XPM - Add the ability to insert {year} or {ClientName} so that it prefills into the job when we create a new job
It would save so much time if we could prefill year into the job name when we create a new job, and client name into the description so that when the description prefills into the invoice it specifies the entity.
1 vote -
Practice Manager - Bulk option to Write Off Balance for 'Xero Export Failed' zero-balance invoices
Where $nil value invoices are pushed to our "Xero Export Failed" list, it would be great to be able to select all $nil balance invoices in the "Xero Export Failed" list, and "Write Off Balance" in bulk. Currently we need to go into each invoice, one at a time, and select "Write Off Balance"
1 vote -
Report Templates - Stakeholder Opening Balance
Calculated Opening Balance on partner accounts (bold line), plus OB for conversion year showing on a separate line. It would be practical to merge this two, but the calculated OB line can't be merged into a group. Instead opening balances prior conversion year must be entered in an unbalanced journal - looked up manual - ok, but just unusual and I have spent too much time on contacting Xero Support and finding this solution.
Merging the two OB lines would be a much quicker way.1 vote -
XPM - ability to alter view of client info
Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members
1 vote -
XPM - Extra tabs in the green banner
Extra Tabs in the green banner
Extra headings/tabs in the green banner at the top of the Xero page?
eg
XXXXXX PTY LTD Dashboard Clients Jobs Tax Business Reports.Can we have
XXXXXX PTY LTD Dashboard Clients Groups Contacts Jobs Tax Business Reports.I have attached an example.
1 vote -
XPM - Enter Ad-Hoc time against a historical date
Ability to enter historical Ad-Hoc time. If entering ad-hoc time for yesterday or older - you have to enter as todays date, then edit the entry to change the date.
Would be much easier to have the option to select the date in the initial posting - rather having to edit.
1 vote -
Practice Manager - Tailor system data fields i.e. customise Year End date.
Ability to amend or remove some of the system data fields such as 'Year end date'. Not all clients need a year end date (for example if they have just signed up for some consulting work). We have successfully used 'custom fields' to tailor XPM to match our client database needs and it would be great to also have control over some of the custom fields to remove as we don't need all of them.
1 vote -
1 vote
-
AU Tax - Notice of Assessment placeholder for the applicable tax return year
A placeholder for the applicable tax return year that can be inserted into the NOA email template would make it easy for clients to know which year the email relates to.
1 vote -
XPM - Invoices imported into Xero to include description
Ability to have invoices created in Xero to import into XPM with Description included
1 vote -
Xero HQ - Activity Tab in Xero HQ
Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed
1 vote -
NZ Tax - Add filter to 'Notices that are different'
Add filter to 'Notices that are different' in XPM dashboard so we can filter by office (Auckland, Wellington, Christchurch)
1 vote -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
Xero Search - Ability to search clients from Xero Tax(AU)
And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.
1 vote -
Xero HQ - Bills Due for Payment
On the Xero HQ screen a column to show if there are any bills due for payment
1 vote -
NZ Payroll - Report on list of Payroll employees earnings at the EOFY
We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.
You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.
1 voteThanks for providing that extra clarity, Kay - apologies for the confusion!
As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.
I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback.
-
XPM - Show more than 10 tasks in drop down for non chargeable time
Timesheet entering in XPM
Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.1 vote
- Don't see your idea?