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For accountants & bookkeepers

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  1. Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.

    Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.

    93 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  2. Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

    210 votes

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    4 comments  ·  Hubdoc  ·  Admin →
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    Thank you for your input, everyone. Our team are currently looking into this idea. However, there's no dates planned on when the ability to add a note feature using mobile app will be released. Rest assured that we're keeping our eyes on this thread, so please continue to add your feedback and vote. For now, we'll move the status of this idea as 'Under review'.

    For the time being, you can use tags as suggested by Vicki, or send your document through email and use the format #note to add your note. If you have other options, feel free to share it 🙂.

  3. Search job list by client, at the moment you have to scroll through the job list to find the job you are looking for, which when the job list is very large this is frustrating. It is easier to go to clients, search the client, then go to the jobs list. But this is not very time effective when you know what you are looking for or just want to check if there are jobs in there for a certain client.

    32 votes

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    Hi everyone, good starts to the new year and we appreciate all your feedback since my last update of the detail you'd like to search. 

    We've been listening to your needs, and atm we're developing the ability to search and filter jobs by a client. 

    I'll return to share more upon release 🙂

  4. Ability to have one contact record link to multiple client records like a true CRM system would.

    Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.

    197 votes

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    Thank you everyone that's contributed and got involved in supporting this idea and helping our teams research.
    We're pleased to announce that we're moving the progress of this idea forward with our teams actively working on the the ability to share a contact across clients in Practice Manager. Further to this, we'll continue developments, so you can easily tidy up duplicate contacts.
    I'll be back later in the month to share as this starts rolling out and you can begin making use!

  5. We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
    Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…

    110 votes

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  6. Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)

    35 votes

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  7. I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.

    I would like to produce a report pack that had all the reports i need for my annual working papers:
    - Employee wage summary
    - Bank Rec
    - Tax depreciation report
    - GST rec reports

    etc etc.

    72 votes

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  8. When using the start button in the timesheets in XPM to track time on a job, the option for a pause button to pause your time, then to unpause and keep recording your time.

    63 votes

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    Thanks for all the detail around the different scenarios a pause function for the timer would help with.


    Our team have been taking interest in ideas in the forums here. 

    With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.


    As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.

  9. 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.

    29 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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  10. Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.

    25 votes

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     ·  8 comments  ·  Xero Tax  ·  Admin →
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  11. Capital gains tax worksheet - where an capital assets is owned by more than one person say husband and wife 50:50. If the worksheet has been prepared for one taxpayer, have an option to have this copied/ transferred to the other taxpayer similar to rent schedule.

    For property generally there could be just one item but for shares there may be huge number of CGT events.

    74 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  12. stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'

    135 votes

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    3 comments  ·  Xero HQ  ·  Admin →
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    Thanks for sharing in this idea, everyone. We understand and appreciate why you'd like to navigate back to your placing within your list of clients, however there is no work for this at present. 

    Current focus for the team is improving and enhancing syncing of clients between Practice Manager and Xero HQ.
    We'll continue to share as this work progresses and the team are able to give more attention to topical ideas like this, here.

  13. Ability to have Xero Tax for businesses, not only for Partners

    51 votes

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     ·  27 comments  ·  Xero Tax  ·  Admin →
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  14. Date of death field to add in to client details would be helpful

    98 votes

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  15. Hi there

    We would like to request that the GST Return, GST Reconciliation and general ledger reports are able to be included in the report packs at the practice level.

    We are requesting this function to streamline reporting for periodic GST work. We would ideally have two report packs set up at the practice level that all staff can access when preparing clients GST.

    The first report pack would be an internal review GST report pack which would include all of the reports our reviewers look at. Most of these reports we are able to add to a report pack…

    82 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  16. We would like Hubdoc to convert an uploaded Bank statement into a csv file.
    So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.

    72 votes

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    6 comments  ·  Hubdoc  ·  Admin →
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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

  17. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    107 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  18. It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    93 votes

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    1 comment  ·  Workpapers  ·  Admin →
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  19. When doing a CTR for a client that has an ARBN. There is no ARBN field to enter this detail for our client.
    Can you please create a ARBN field and for this to pull from the clients details onto the CTR - as per the attached screenshot of the CTR

    14 votes

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  20. Just a simple one!

    Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
    I've done my best Canva work in the attached to explain better!
    And chose my most favourite clients as an example :)

    87 votes

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    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

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