1207 results found
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XPM - Add an Account Manager column to the client list
Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.26 votesThanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
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XPM - Ability to bill more than the WIP with write-on, but carry credit forward.
XPM Billing - Ability to bill more than the WIP without WIP write-on.
If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…
6 votes -
Xero Tax (AU) | Import from Xero with substituted accounting periods
I love the function of being able to import data from a Xero file/ledger directly into a Xero tax.
However, it seems that you can only import date to 30 June. It doesn't appear to be able to import for a substituted accounting period.
It would be helpful to be able to select the period to import.
37 votes -
Workpapers for Individual Tax Returns
Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.
48 votesHi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
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Report Templates - Add Payroll reports
add more reports into report template, for example payroll report and tracking summary. Thank you.
60 votesHi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
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Practice Manager | GST period - More filters
I would like to be able to create a report of clients whose GST filing is due but there are not enough fields to filter them out. We can select 2 monthly but not select whether they are '2 monthly odd' or '2 monthly even' and we can select 6 monthly but not choose which 2 months of the yer their returns are due. It would be great if we didnt have to enter the same info twice by creating a custom field.
3 votes -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
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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Xero Tax (AU) | Include Company PAYG instalment as part of the return
Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)
20 votes -
AU Tax - Interview checklist
I conduct many Zoom meetings and review an existing Word interview checklist and ATO Authorization with my clients. To automate the process, I would like to add my current checklist and ATO authorization with Xero tax fields as a template. When the interview is completed, the checklist and ATO authorization must be sent to the client for signature.
3 votes -
Xero HQ - Add Client reference number column
Add 'Client reference number' to column customization
would be really handy to customize columns and see the Client reference number
11 votes -
Xero Tax (AU) - Map Tracking categories in tax return
Allow mapping of tracking categories in Xero Tax.
Xero Blue is better catered for tracking category use as opposed to subaccount creation, however, tracking categories from Xero Blue are unable to be mapped in Xero Tax. Therefore, manual entry is required to populate multiple schedules in Xero Tax.
Example:
• Client has two Rental Properties, therefore will have two Rental Schedules in the ITR
• Income from both properties is mapped to a singular GL Account ‘Rental income’
• The Income in Xero Blue file is segregated by tracking category option, e.g.
o Tracking Category: Property
o Category Options: Property…15 votes -
Practice Manager | Recurring job - See more detail
Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.
4 votes -
Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
3 votes -
Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
19 votes -
Xero Ask - Set up repeating queries
It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.
6 votes -
NZ Tax - Edit payment schedule on tax return
Xero tax software needs to be amended so that a provisional tax payment requested based on the previous year plus 10% shows up as the first installment of provisional tax due in the xero tax return even though the client hasn't made the payment but is required to have paid by the 1st provisional tax date. At present shows as 0.00 which is incorrect based on the inland revenue rules. So at present have to copy the tax return to a pdf export to word and then manually amended the tax return to show the correct tax payment that was…
36 votes -
XPM - Add a Budget column under Group
Hi There,
We are wanting to add a new column under the family group view in XPM to show the budget against the open jobs. Making it easier to see what budget has been allocated again each job to make it easier for billing.
Thanks,
Annalise3 votes -
Practice Manager | Add URL parameter for Job Code
Add the ability to reference a job via the url e.g. https://app.practicemanager.xero.com/job/jobview.aspx?id=J012480 where J012480 is the Job Code in XPM.
Good for reporting and referencing from external sources3 votes -
AU Tax - Report field for Payer Name from Payment Summaries
AU Tax - report field for Payer Name from Payment Summaries
11 votes
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