10 results found
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signature request log
Can there be a log of when a signature request has been sent for signing the accounts and corporation tax return?
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AU Tax - Option to Sign & File from the To sign screen
It's so annoying, when I'm on the To sign screen, and someone has signed (Returned) a tax return (or multiple) I select it (or them) and have to click Sign, then I have to click To file and wait for the page to load, then I have to click File.
On the To sign screen there should be a Sign & File button, so that I can (if I want) select the Returned tax returns (once) and click Sign & File, the same warning screen before I "sign" can show, and when I click OK, it signs it AND submits…
1 voteHi 👋 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 🙂
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Xero Sign free for Personal Tax Returns
Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!
If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!
Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find…
1 voteHi 👋 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 🙂
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Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
1 voteHi 👋 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 🙂
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Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
1 voteHi 👋 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 🙂
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XPM - Use wider section for Work in progress lists
XPM - Utilise wider screen section for work in progress lists and allow ability to widen the columns manually as the current WIP lists only use approx. half of the screen width.
Currently my job names combined with the job number are wider than the column width meaning the end of the job name is missed off and often this relates to the specific period for the job meaning I cannot easily see what time / WIP relates to which job without clicking on the job itself.
1 voteHi 👋 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 🙂
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AIM return
When preparing AIM returns in XPM it would be good if we could overwrite the boxes in "Other Balance Sheet Information", in particular box 54 & box 55. There is an issue presently when an asset is traded in and a new asset purchased on the same transaction in Xero, the AIM return in Xero Practice Manager incorrectly adds both the purchase and disposal values together as an addition. It would be great to correct this, and an overwrite function would be a great option.
1 voteHi 👋 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 🙂
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Colour Coding the signature status of the return in progress
Colour Code the status of the AS/Tax return to make it easier to quickly see as currently the screen is hard to see as it looks similar (for example returned green - out to sign orange etc etc)
1 voteHi 👋 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 🙂
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final tax return
want to be able to create Report Builder filtering Tax Returns where 'Final Tax Return' has been answered 'Yes' - this will help keep Offboarding & ATO list tiday & up to date for lodgement performance - can't seem to find this field in current report filters though
1 voteHi 👋 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 🙂
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Billing
Hi, this single billing account for UK or global is very painful, why cant your practice account bill for all clients, seems ludicrous that i have to have 2 separate accounts to bill
1 voteHi 👋 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 🙂
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