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For accountants & bookkeepers

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  1. We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
    We need the estimate to be able to calculate -
    - Deceased Estates More Than 3 Years
    - Discretionary Trusts where there are Foreign Beneficiaries
    - Discretionary Trusts where there Minor Beneficiaries
    - Discretionary Trusts where there is no beneficiary presently entitled

    120 votes

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     ·  11 comments  ·  Xero Tax  ·  Admin →
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  2. Whilst there are some templates in Email settings that we can Edit, it would be great if those that have the CIS add-on can also have the option to personalise the messages sent with the month end statements

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  3. I log in and out of Xero dozens of times daily. the little square "Trust this device ticked" never works. Every time I need to log in, I need to go through the process again and again, email, password, authentication.
    What I found really annoying and impractical is after keying in the password, the next screen is the authenticator code, if I do not take the mouse and point out into the authentication box, the numbers keyed in goes anywhere. This should be automated as MYOB and QuickBooks, BGL360, CAS360 have and many other accounting softwares. This will save me…

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  4. I faced a very time-consuming task after migrating the data from MYOB to Xero through JetConvert. Although the bank transactions were properly processed in MYOB and reconciled in the bank before conversion. The same transactions converted into Xero had an unreconciled status. The bank balances were not matching at all. I couldn't find a solution than going one by one, clicking the column "unreconciled", go to Options, click reconciled and go back to the same screen. The number of transactions were about 400 and 2000 transactions per client. I migrated 10 clients in one shot. I did not expect this…

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  5. I am finding the inconsistent implementation of the new Xero style mixed in with the old incredibly frustrating. The new style screens are slow to load & enter data, the tabbing and typing a few letters then hitting return either doesn't work (add payment) or is inconsistent between screens, entering a new customer on the fly is frustrating because you can't enter all the information at once & still have to open the full contact edit screen to complete it, also the new contact pop up doesn't autopopulate addresses as you type, the send remittance button disappears if you get…

    12 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, sorry we've not responded here sooner. As we upgrade technology we are mindful of the impact this can have for our customers. We understand changing features and learning new flows and the ways of performing some actions can be a big transition for customers.

    In particular, as mentioned in your feedback here with new invoicing. To support as much as possible during this time, we're providing lots of information through means of blogs, education and guides on Xero Central.

    We're also continuing to iterate and develop new features into new invoicing that we know our customers want.

    An example of this are recent improvements we made to the 'Contact' field adding the ability to look up your contact address, edit or add the Attention field, and adding more address lines.

    I have made sure your feedback here is shared with the team, however we do want to be…

  6. We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.

    13 votes

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  7. Advisors report for queried transactions:
    Accountants/bookkeepers should be able to mark reconciled transactions (with a flag or star) and have a space to leave a comment/question. A report should then be able to be run listing all queried/flagged transactions (similar to the uncoded statement lines report). This report can then be sent to the client to answer / clients can access the report in Xero to answer.

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  8. I work for an organisation that manages multi-millions in the public sector, and everyone in the team wants to move to Xero; unfortunately, with the nature of our finances, we need many cost-centres to sort the finances relating to each program. If Xero had the option of more than 4 cost-centres, say up to 50, then we would move to Xero in a heartbeat.

    At present we use Reckon as it allows for unlimited cost-centres, as this is the main feature we absolutely need for running our finances. We also use Xero for payroll but then do a manual journal…

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  9. Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated

    I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.

    Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.

    Again, this would benefit greatly for small businesses…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    Thanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.

    This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.

  10. Due to issues with staff editing recurring jobs but not updating the job name and/or description I would like to see the staff permissions for recurring jobs amended to have a dropdown list so we can limit staff access to editing recurring jobs but leave access to view, create and delete in the same way as with clients.

    3 votes

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  11. Allow for Bank Transfers between two different currency bank accounts via the Xero API.
    This is a fundamental and common use case for bank transfers, and is available within the product, but not available within the Xero API. Please make this available to your API users and business partners.
    https://developer.xero.com/documentation/api/accounting/banktransfers#:~:text=Note%20the%20following,in%20different%20currencies

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for your feedback on the Xero API and for sharing your idea to allow for Bank Transfers between two different currency bank accounts.

    We're grateful for your engagement and for letting us know the changes that matter to our API users and business partners. We understand this is a common use case that is available in the product, and we appreciate you highlighting this gap in the API.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience and integrations with Xero.🙂

  12. Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
    The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  13. Could we please get the ability to add columns to the client page in XPM? The ability to search or find at-a-glance the export code would save a lot of time.

    13 votes

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  14. Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors

    2 votes

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    1 comment  ·  Admin →
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    Hi Jonathan, is there a specific feature within Xero that your clients have commented about this in? In many places throughout Xero they should find entry of a date using dd/mm/yyyy or dd-mm-yyyy is accepted. We also have shortcuts mentioned in Xero Central that you could share with your clients to help them understand other keyboard actions that can help with their data entry.

  15. Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.

    1 vote

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  16. Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.

    If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.

    1 vote

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    Hi Marc, thanks for your engagement and for this excellent suggestion on improving our Xero Central resources.

    We've reviewed your idea about making our support content more visual by adding demonstration videos or linking back to specific lessons from our help articles. We agree that for many people, seeing a feature in action is incredibly helpful.

    Your suggestion is now open to gain support from other community members. Along with votes, others can now comment to share how more visual content like videos could improve their learning experience and help them better understand Xero's features.

  17. Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

    60 votes

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    39 comments  ·  Workpapers  ·  Admin →
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    Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.

    To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.

    With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.

    It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.

    I know this doesn't accomplish all that's being asked in this idea and…

  18. Should be able to filter by duplicate items so you can quickly go through "duplicates" and then get on with the ones that aren't duplicated

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…

    7 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.

  20. Would it be possible to be able to have the account codes on the pdf manual journal report pleasse. Right now its annoying not to know which codes were used without having to print the journal and then review the chart of accounts to write down the codes manually by hand. The only alternative is to use workpaer journal templates which means doing the journals twice.

    3 votes

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