853 results found
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Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
241 votesHi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns
Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.
130 votes -
Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)
When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.
Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.
129 votes -
XPM - Create a registered office field on contact details for companies
Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.
119 votes -
Workpapers - Integration of bank statement request portal
Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.
111 votes -
AU Tax - New client's information are automatically filled for tax return
It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.110 votes -
Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists
The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.
104 votes -
XPM | Job Manager - Add notes column with option to add note
Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes
101 votesHi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
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AU Tax - Rental Schedule Apportionment
Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.
100 votes -
XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access
Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)
99 votes -
Practice Manager - Dashboard for client bank feed status
I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.
95 votes -
Xero Tax(AU ) | Business Schedule - Individual Worksheets
We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?
At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.
86 votes -
XPM - Reassign client in bulk
Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.
83 votes -
Practice Manager | Client Report - Include primary contact
Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.
79 votes -
Practice Manager | Jobs - Ability to update job Tax Return is associated
Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.
78 votesHi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
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Xero Sign - Send copy to self
Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of…76 votes -
XPM - Bulk Import of Recurring Jobs
The ability to bulk upload/import Recurring Jobs via .csv file, in the same way you can Bulk Import Jobs that are not recurring.
This allows for each row to have the copy/paste capacity for overlapping criteria and can be quickly created through a spreadsheet (which could stem from an Export of your client list to 'schedule' your job creation throughout the year).
One import for an entire client base would be considerably more streamlined and efficient.
72 votes -
Practice Manager - Ability to merge contacts (not clients)
Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.
71 votes -
NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code
NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.
70 votes -
Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created
Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.
69 votes
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