14 results found
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…40 votesHi 👋 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.
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Need alphabetical list of clients to be in order of LAST name, not first.
We have individual clients' display names set as "Joe Bloggs", not "Bloggs, Joe", so they look sensible on their tax returns etc.
But this means that when you see an on-screen list of Tax Payments Waiting Approval, or if you display or print a report, the individual clients show up in order of their FIRST names which is not logical and can make it difficult to find them on the list. This is also a problem with the reports.
The report field "Client" gives you the "display name" for individuals and the "name" for non-individuals, so all the individuals are…
3 votesHi 👋 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.
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XPM - Report on clients DOD, additional email address & additional addresses fields
It's great that XPM now has standard fields for Date of Death, additional email addresses (on the client file) and additional physical addresses, however, we cannot run a report to show those fields.
2 votesHi 👋 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.
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Interactive email pop out feature on client search
Having the ability to email a client directly from the 'Search clients' area to avoid opening the client file.
If you search a client & click on the email in the column, there is a pop up just showing the email address again. This should be interactive so you can click on it & an automatic pop out to a new email opens, using your default program. Outlook in my case.
If I need to email multiple clients in a row, this method would be faster than opening each client file to automatically email then going back to search again,…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.
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Primary Contact should appear above other contacts
The Primary Contact in the 'Additional Contacts' section should appear above any other contacts. I believe this used to be the case before the recent update. It was much clearer and made much more sense to see who the first point of contact is when contacting clients.
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.
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XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
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Allow staff to import job costs in XPM without admin access, to import disbursements.
Currently only administration level can import disbursements and such things. To give a staff member access would mean they also receive access to staff details and such things. Disbursements, especially bulk disbursements, is a task that is not and should not be done by upper management, to limiting access to them is problematic.
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.
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Xero Practice Manager - generate report by Industry Classification
Now that XPM includes the industry classification on the client record, it would be great to be able to generate a report using this field. This would enable us to extra data to easily see which partners have which industries they look after.
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.
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itr - ALLOWANCE DETAILS
When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###at the moment the function just inputs the total allowance figure shown in prefill
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Centralised user management for Apps/Add-ins.
We need a centralised user management solution for add-ins/apps. What is in place now is too unwieldy once you have more than a few clients. Apps are an important part of the Xero proposition and add tremendous value to the platform. The solution would allow clients and practices to manage users across Xero and the apps enrolled for, which would save significant amounts of time and be much more efficient than what is in place right now i.e. having to set-up users indivdually in each app.
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.
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Xero Tax (UK) - Option to change filings dates
Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.
At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.
The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already…
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Booking calendar with XPM integration
Develop a booking calendar that integrates with our XPM client database. At the moment we have to run two different databases for the same information, to schedule bookings for clients with accountants/block out time for jobs.
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Generate workpapers for the Practice Entity - link Practice org. to 'client'
Currently the practice entity Xero blue file cannot be linked to a 'client' within the client list under the practice. This means users are unable to generate a workpaper pack for the practice.
Our Practices need to be compliant too, if we are unable to use workpapers within the system, we have to find another solution for our workpapers
There needs to be the ability to link the practice organisation to an entity within the client list.
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UK Tax - Prepare Corporation Tax for earlier periods
Currently Xero only allows you to prepare Corporation Tax returns for the current and previous period. Sometimes you will need to amend an earlier period's return, or create a return for a period that was missed previously for some reason.
These can't be filed online, and would need to go via post, but it would be great to be able to populate them within Xero rather than require handwriting them onto a print out and potentially transposing figures incorrectly.
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