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35 results found

  1. Xero HQ - View connected apps by client

    29 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jean Sutherland commented  · 

    Have just found that this has gone. It was so useful to see what apps our clients are using. Please reinstate.

    Jean Sutherland supported this idea  · 

  2. Xero Tax(NZ) - Losses carried forward

    55 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jean Sutherland commented  · 

    If the losses are entered into XPM into the Losses tab under Tax Statements Summary then they do carry forward into the following year's tax return. However it seems ridiculous that these have to be manually entered to a separate table - every other software I have used has picked these up automatically from the prior year tax return keypoints.

    Then, to make matters worse, the losses tab also has a section for excess residential rental losses and excess imputation credits but these do not carry forward into the following year's tax return.

    This manual process risks these losses being overlooked.

    Jean Sutherland supported this idea  · 

  3. NZ Tax - Excess Residential Rental Deductions Carried Forward to auto populate

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jean Sutherland supported this idea  · 

  4. Staff Report - Client & organisation access

    22 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jean Sutherland supported this idea  · 

  5. Practice Manager - Ability to archive Client Groups

    20 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland commented  · 

    This would be very helpful within XPM. Also we have switched our document management software and because we have been deleting groups for archived clients we cannot search for archived documents at a group level.

    Jean Sutherland supported this idea  · 

  6. Hubdoc - Replicate Xero HQ access in Hubdoc

    15 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jean Sutherland supported this idea  · 

  7. Hubdoc - Improve performance when generating lines with tax

    26 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jean Sutherland supported this idea  · 

  8. XPM - Add 'Archive' option to Staff permissions

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland shared this idea  · 

  9. Practice Manager - Set which fields are mandatory on client profile

    8 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland supported this idea  · 

  10. Practice Manager - Customise reports with more fields

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland supported this idea  · 

  11. XPM Custom Reports - Bulk select new fields to add

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland supported this idea  · 

  12. Practice manager - XPM to Xero contact fields

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland supported this idea  · 

  13. XPM - Replace the fax number field with mobile phone number

    41 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland shared this idea  · 

  14. Invoices: Ability to have password protected email invoices

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Jean Sutherland commented  · 

    I recently spoke to a client who was scammed when an invoice emailed from a new supplier was intercepted and the bank account details changed on the pdf.

    I tested a pdf Xero invoice and it is possible to do this.

    Has any consideration been given to pdfs being able to be secured before sending? Or (and I don't know if this is possible) being able to secure certain fields e.g. the bank account appears in our template footer so can that area be secured?

    Jean Sutherland supported this idea  · 

  15. Staff Privileges - Option to edit 'billable' tick on costs

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland shared this idea  · 

  16. Practice Manager: Job Costs - Ability to move to another job

    25 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland supported this idea  · 

  17. Practice Manager - Ability to merge contacts (not clients)

    47 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland commented  · 

    When the reusable contacts was implemented Xero advised there would be a tool released to merge the existing duplicates. When is this likely to be released?

    Jean Sutherland supported this idea  · 

  18. Practice Manager - Dashboard for client bank feed status

    76 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jean Sutherland supported this idea  · 

  19. User logins - Client to see a login by the practice, rather than individual users

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jean Sutherland supported this idea  · 

  20. Hubdoc - Ability to copy & paste document details into Xero

    26 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jean Sutherland supported this idea  · 
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