1362 results found
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contact group change delete in history and notes report
Add contact group changes to History and Notes report. The History and Notes report should reflect an audit log, which would include any and all changes. It is difficult to discern issues or why something happened when not everything is available in the report.
2 votes -
filter bank by received
when reconciling the bank - to be able to filter by money in and money out
1 vote -
XPM - Job Budgets easily seen under the Jobs tab
It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.
31 votes -
Import bank rules
It would be very useful and time saving if we could import bank rules into xero. We find we are entering the same ones many times
1 vote -
NZ Tax - Submit a Tax Return Amendment
Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.
4 votes -
Account transactions group by year
In the Account Transactions report, the Grouping / Summarising box should allow you to group/summarise by Financial Year.
For example so you can look at multiple years in a row, but you still get subheadings/ breaks for each financial year. This would be really helpful when looking at recurring expenses like finance / insurance payments.
Thanks
1 vote -
Automatic change to lock dates
Have the option to be able to set automatic lock date changes, like you have with repeat journals.
Once a certain date happens in the month, have the account change the lock date to the new preassigned day of the month.
Added bonus would be able to have the option to choose work days and last days of the month.1 vote -
Duplicate bills
Xeros duplicated bill theory. 1. Uploaded bills are sent to the draft section of Bills. 2. A Draft bill is clicked on and you are taken to the editing screen. 3. If the bill is duplicated, Xero points this out. - This is where the problem is. XEROS message that says THSI BILL IS DUPLICATED - IS NOT a true statement, as it has YET to become a BILL. IT IS STILL A DRAFT bill. Xero needs to be clear in their message in the editing section that there is a duplicate BILL (already entered on the system and sitting…
1 vote -
Viewing full list of the Chart of Accounts from client's Xero organisation
The Chart of Accounts interface within the client's Xero organisation displays a limitation of 200 accounts per page. This necessitates frequent clicks of the 'Next' button, which can be inefficient. It is believed that the Xero Product Team could enhance this feature to allow the display of an unlimited number of accounts on a single page, mirroring the functionality currently available in the Chart of Accounts template within Xero HQ.
1 vote -
email return
We need to email estimates and returns to clients, which requires multiple steps including two client lookups.
- click print return
- de-select 6+ checkboxes
- click print return
- locate client folder to save pdf
- new email in mail client
- locate client folder and file to attach to emailIt would be much more efficient if xero tax had an email client button similar to HandiTax SQL - 1 button click:
- opens new email in default mail client
- sets To address from client record
- attaches pdf to emailIt would also help to be…
1 vote -
Management Reports - comparison periods - averages
Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.
It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.
Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this, it…
1 vote -
Rental Schedules (Worksheet) in Company Tax Returns
There are currently no rental worksheets for companies (as the ATO do not accept rentals on a CTR in PLS) in Xero Tax. These schedules are available in other software providers ie MYOB.
As clients have rentals in company format, it would be useful to at least have worksheets for each property to keep income and expenditure (and depreciation).
This would assist clients as they would have more detailed information for each property as well as a better audit trail. Also a time saving in data entry for the tax return.
The worksheet could simply then update the relevant income…
2 votes -
Submission of Returns takes ages
Submission takes ages
I switched from lodgeit to Xero tax. While returns (BAS, ITR, CTR etc) were submitted in lodgeit, it would instantly reflect in the ATO portal. However, with Xero Tax, it takes ages to update ATO portal. This is definitely some flaws within the Xero eco-system. I know, Xero will flush this and direct towards the ATO, but Xero, you know the reality better.2 votes -
Proposed UX/UI Enhancements in the 'Ask' Feature for Better Advisor–Client Interaction
The functionality to format text with bold, italics, and underlining.
The ability to apply multiple highlight colours to text, as well as different font types and colours.
The retention of multiple paragraphs within the 'Ask' feature is necessary. The current limitation, which merges all paragraphs of a question into a single block of text upon sending queries to clients, may lead to confusion and diminished clarity in communication.
The files that advisors attach to questions currently disappear after clients answer. These files should be retained within the queries to ensure both advisors and clients have a comprehensive view of the…
1 vote -
Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.2 votes -
BAS: STP data prefilled
Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.
10 votes -
NZ Tax: Terminal tax labelled as Residual tax to pay
On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…
9 votesHi team, we appreciate your insight into the confusion this label can cause. This is something our product team plan to address and make a change for within payment summary for 2025 IR3.
I'll be back to share more updates as this is worked on.
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Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
7 votes -
rental schedule
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
2 votes -
XPM | Job Manager - 4 week view
Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?
2 votes
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