959 results found
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AU Tax - Custom Cover Letter Placeholders
For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.
34 votes -
Xero HQ | Document portal (without e-sign)
Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.
For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.
71 votes -
Job Manager - Bulk delete jobs
Delete Multiple Jobs. When you want to cancel/delete a job, you have to do this one by one. This is okay but if you have like 30 BAS jobs from x client, it is a pain to delete one by one.
39 votes -
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…80 votes -
Xero HQ - Ability to bulk remove users
Have the ability to bulk remove users. We have just taken over 6 Xero accounts and the previous advisor has 100+ staff members that need to be removed from each account, it's going to take me forever to do this individually.
30 votes -
Staff Report - Client & organisation access
Currently when a staff member leaves we can remove their access on the clients we subscribe to Xero but can't remove access where the client subscribes directly and has invited them in.
For security purposes, it would be good if the practice admin could easily run a report on the leaver showing all the clients they have access to. You can do this on screen however we want the client managers to get in touch with their relevant clients as they have the relationship.
I recently had a staff leaver with c100 clients I couldn't remove access to myself and…
30 votesHi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
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AU Tax - Ability to include client phone number
When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.
Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.
We'd like the option to pre-populate the client phone number like other client information.
We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.
41 votes -
Xero Tax: Generate and complete NRIDRAR report
Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero
Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed
18 votes -
Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all
In the bank account tab it would be good to have a tick box where you can select the accounts you want in your report. I have some client with 6 or more different bank accounts. If I only have two with un-coded transactions, being able to tick those two and then run the report would be practical and easier for my clients to follow.
37 votesThanks everyone for sharing your feedback and adding support to this idea.
We understand there are situations where being able to select a combination of bank accounts in the Uncoded Statement Lines report would be helpful, particularly for practices working across clients with multiple accounts. Having that added flexibility could make the report easier to tailor and share in the way that best suits each workflow.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow. Please keep voting and sharing examples of how you use the report, as that context is really helpful for our product team when reviewing ideas.
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Xero Tax(AU) - Print asset depreciation table for TRT
Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.
16 votes -
Report Templates | Fixed Asset Schedule - Tax & Accounting
Add 1 schedule to report packs for both tax and accounting depreciation methods
11 votes -
Practice Manager: Job Costs - Ability to move to another job
It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.
52 votes -
Client Insights - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
14 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how important accurate transaction counts are for pricing, quoting, and managing practice workload.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Practice Manager | Ability to send reminders for GST to clients
GST reminders
Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.11 votes -
Practice Manager - Ability to archive deregistered clients in group profiles
We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.
Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.
Note, this would also work well with…
8 votes -
Xero HQ | Ask - Add more greetings placeholders, including given name
It would be good to have more flexible saluations in Ask covering emails, particularly when asking for information for personal tax.Being able to use the given name for someone, for example, (as per most emails that peope send) would be a good start.
8 votes -
Xero HQ: View client lock dates in HQ
It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.
This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.
17 votes -
Workpapers - Ability to add a note function to each account
Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.
54 votes -
Practice Manager | Jobs - Open recurring job on completion of previous job
It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.
8 votes -
XPM | Client Titles & Pronouns
XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?
8 votesThanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
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