1159 results found
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XPM | Client - Business Name field
It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.
For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.
3 votesHi team, we want to share an update with you all here. As announced at Xerocon we have Xero Partner Hub which will combine all your practice tools into one experience. Along with the changes from the client list you will be able to add Organisation name and Legal/Trading name as columns which will be be searchable within the Client list.
So, where a client's Xero org is connected this data will pull through to the list and you'll be able to search by the client name, organisation name or legal/trading name. Find out more and prepare for the Xero Partner Hub on our website.
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XPM mobile app - Time tracker
Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.
18 votes -
Practice manager - XPM to Xero contact fields
Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:
In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.
So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…
22 votesHi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
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Demo Company - Version for South Africa
SA: Feature request for a Demo Company for South Africa
6 votes -
Workpapers - Integrate with the Xero trial balance
Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.
96 votes -
Workpapers - Show tracking in GST(NZ)
It would be fantastic if the GST return workpapers could also include tracking, especially if we're tracking more than 1 item.
1 vote -
Xero HQ - Move the "Go to Xero" button to the left of the client's name
Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.
5 votes -
BAS - Update button on Activity Statement
I have recently started switching clients to the New BAS Experience - Full BAS.
I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
The only way to get the report to update is to hit the refresh on the web browser.
This is another case of removing functionality.
Please make the report auto update, like it…5 votes -
Document Packs - Send me a copy of the email
Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.
43 votes -
AU Tax - Loan accounts to appear in Liabilities when imported
see
CX0014715231.When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge
4 votes -
XPM - Ability to favourite recurring time entries
It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.
21 votes -
Xero HQ - Report template - option to include a custom column similar to custom row
Add a custom column similar to a custom row into reports.
This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.
This currently can't be done in reports.
24 votes -
Xero Tax (AU) | One click tax estimate
One click tax estimate.
We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.17 votes -
AU Tax - Ability to print just signing pages in tax returns
I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.
7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
This is something we're continuing to gauge community support for here and if there are any updates, we'll share news with you here.
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Practice Manager | New Client - Option to add Staff
We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)
41 votes -
Workpapers - Update text flags for icons
Update the text flags for the reconciled/completed (etc) flags in workpapers so that they change if an item is marked as complete or not (i.e. the wording changes from Not Completed to Completed once flagged). This would assist staff who are colour blind or have other vision impairments that mean that they can't see the coloured flags but instead could hover over the icon to see if an items was completed or not.
1 vote -
Xero Tax Asset Register - Written off Assets not Remaining on Register
Hi,
In tax returns for clients that have a business schedule in their ITR, when an asset is fully depreciated, in the following year it disappears from the tax return and depreciation schedule altogether.Is there a way assets can remain on the depreciation schedule? It is very handy to have a full depreciation schedule for all assets, particularly if clients sell assets in the following years.
Thank you
12 votes -
Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job.
I would like to do a bulk creation of the Job and also then bulk creation of Tasks and Estimated Time, and to allocate to Staff on the Job. Or an easy entry area to update the Job Task Estimated time so you don't have to enter into each job individually to enter this data.17 votes -
AU Tax - Pre-lodge button for pre-2018 tax returns
Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.
2 votes -
Document Pack - Ability to hide
Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts
3 votes
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