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1312 results found

  1. 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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  2. 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.

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

    59 votes

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    38 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…

  5. It would be great if we were able to design the XPM Dashboard with information that we require.

    1 vote

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

    Out of interest is there any particular information that you would want to add here?

    We'll start to track support your idea receives from the community.

  6. Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate

    1 vote

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    Thanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.

    We get a sense of the community interest from support on your idea, here.

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

  7. When you go into a client and enter the jobs tab, there is no job for that client even though they are part of the group that there is a job for and that client is included within that job. The job only shows for the single client where the job is created.

    The jobs tab already includes sections for active jobs and archived jobs. It should also show a section for jobs assigned to other clients within its group.

    1 vote

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

    We'll get a gauge and track support your idea receives from the community.

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

  8. Maybe I'm missing something (integration settings perhaps) but if I enter a personal tax client's details into Xero HQ, then only some of this pushes into Xero Blue and I have to re-enter certain details like client code, email address etc as well as new fields such as sales defaults. Similarly, not all of the data pushes into Xero PM and the UTR/NI number have to be entered again. Is it not possible to have a Xero HQ as the single point of entry which then updates all fields in Xero PM and Xero Blue?

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. The option to produce I&E only when creating final accounts through xero tax. We have clients who don't require a balance sheet so should have the option to switch it off

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. From the account transactions report for the Rounding account, clicking a transaction just loads the dashboard, it would be ideal if this took you to the transaction which includes the rounding adjustment, i.e. the detail for the reconciled bank statement line

    1 vote

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  12. Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.

    This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.

    This means no missing information and clients can be billed correctly.

    1 vote

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  13. A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.

    Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).

    8 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  14. The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.

    102 votes

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     ·  15 comments  ·  Xero Tax  ·  Admin →
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  15. Generate XPM report to list clients with Rental Properties.

    2 votes

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  16. PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).

    11 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  17. In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.

    This process typically involves:

    • Adding the new client to the ATO portal.
    • Downloading the pre-fill XML file directly from the ATO portal.
    • Saving the downloaded XML file to a local directory.
    • Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
    1 vote

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

    Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.

  18. Being able to lodge an early CTR for companies with "Substituted Accounting Periods".

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  19. Allow CSV/XML Import into Xero Tax Returns from External Form Tools
    Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.

    This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.

    Thanks for considering!

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    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.

    It'd be good to also understand the particular external systems/tools you're using that you're wanting to import from.

  20. There needs to be functionality to have multiple trusts or superfunds with the same name i.e. Smith Family Trust or Brown Family Superannuation Fund, as ATO does no require these to be unique, without causing issue with invoices in Blue Xero or having to change the name in XPM to differentiate and have to change the name again each time you lodge. Same name trusts and superfunds is not uncommon.

    16 votes

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