1437 results found
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XPM - show Annual Leave for Practice staff in XPM
For annual leave, sick leave and unpaid leave - have a link between practice payroll and XPM timesheets for practice staff.
Be able to show booked and taken leave clearly in XPM on the dashboard.
1 voteHi Sasha, thanks for your suggestion.
We've reviewed your idea and can appreciate that this approach may provide greater visibility in regards to practice staff's annual leave. We'cw updated the status to gaining support so that other members can vote and share comments to lend their support to this idea. We appreciate you taking the time to let us know what's important to you and your business.
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Xero HQ - Client Insights - Ability to filter on GST registered / period
Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.
2 votesThanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.
We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.
Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂
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XPM - Sync unique account number from Xero to XPM.
Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.
14 votes -
XPM - Job format
It would be helpful if you could move the job information sections into any order (and this is default for all jobs & Clients). The main focus when we open a job is to review the tasks and these are way down the bottom. At the very least the default job information layout could be that all the sections are closed and you can open the section you want without have to scroll down all the time.
1 voteHi Sally, thanks for sharing your thoughts on the job layout in Xero Practice Manager. We appreciate you explaining how quick access to task information is for your workflow. We're updating this idea to In discovery, which means our product team is reviewing the viability of your suggestion and exploring whether we could implement changes to the job format that better support your needs. We'll keep you posted as we learn more.
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Xero HQ - Include full client data (UK)
Extend the information in Xero HQ to include full client data.
Information that would be good to see on each client information schedule would be;a. VAT registration date, this is required for security with HRMC so needs to be in one place when contacting them.
b. VAT quarters (We do have clients that don’t use xero and this information is important)
c. PAYE registration details (Not all clients use Xero payroll and equally flicking between various clients bookkeeping systems when on the phone to HMRC is a bit irritating!)
d. UTR details for companies
e. Tax district for Both…2 votesThanks for sharing your idea for additional fields to show on Xero HQ.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Tax - Title in uppercase
Currently the Client Title on a printed or downloaded tax return shows in all uppercase even though the fields in XPM & Tax are proper case. Would like this to be an option to choose so that the text is consistent eg either all uppercase or proper case.
1 voteHi everyone, thanks for sharing your feedback on formatting consistency in Xero Tax. The community team have reviewed this idea and it's now moved to Gaining Support, which means it's open for community support through votes and comments. We’d love to hear from others about how important this formatting option would be for your practice. Your continued engagement helps us understand which improvements could make the biggest difference for accountants and bookkeepers using Xero Tax.
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Xero Tax AU - Thin Capitalisation Reminder
If interest expense in Item 6 is over $2M, Xero Tax should remind preparers to consider thin capitalisation rules.
Reduces risk of oversight on large returns.
1 voteHi Zoe, thanks for sharing this idea about adding a thin capitalisation reminder in Xero Tax AU. We appreciate you highlighting how an automated prompt could support tax preparers when interest expenses exceed the $2M threshold. We've reviewed your idea and it's now moved to Gaining Support, which means it's open for community support through votes and comments. We'd love to hear from others in the community who might benefit from this type of compliance reminder, so please continue to share your thoughts and vote if this resonates with your practice needs.
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Xero Tax (AU) - Automatic alert for Trustee Beneficiary (TB) Statements in Trust Returns
Idea:
Xero Tax should automatically detect when a trustee beneficiary (TB) statement is required (e.g. when a trust distributes to another trust without a family trust election or interposed entity election).
The software should prompt or block lodgment if a TB statement is missing, similar to other compliance checks.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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UK Tax | Company - Liquidation & Cessation Accounts and CT Returns
Please add the functionality to set a cessation of trade date for a company in liquidation or in the insolvency process to allow for accounts and corporation tax returns to be produced from the last year end to the date of cessation of trade/insolvency.
This will enable Accountants to produce these closing accounts and CT returns from HMRC and so offer a one stop shop and earn more revenue.
53 votes -
Bank revaluation and tracking categories
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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XPM - Import Job Budgets
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.
18 votes -
Staff Teams appear as a filter option When assigning User access to client accounts.
It would be useful to have set Staff Teams appear under the 'Filters' list when adding new users to a client.
We have our internal teams set up as Staff Teams in our practice, and it would speed up allocating access if we could filter the list of staff via these teams.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Request to Enable Proposal and Estimate Sync from XPM to Xero Accounting
I’m reaching out to request assistance regarding a feature enhancement for Xero Practice Manager (XPM). Currently, XPM allows invoices to be pushed seamlessly to Xero Accounting (blue), which is incredibly helpful. However, I’ve noticed that proposals and estimates created in XPM cannot be pushed to Xero Accounting in the same way.
I would like to request that XPM be enhanced to support the ability to push proposals and estimates directly to Xero Accounting. This functionality would allow clients to take advantage of Xero blue’s interactive features—particularly the ability for clients to simply click a button to mark a proposal as…
2 votesAppreciate you attaching a screenshot to demonstrate your flow here, Badi. Just wanted to check as this is a public forum there's nothing sensitive in this that you wouldn't want others to see?
Can understand why you'd like to enhance the sync of information and save time in adding these manually in Xero blue.
Not something we have immediate plans of but we'll start collecting community interest for this through your idea and update if there are any plans made.
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Put hyperlnks back in jobs
Previously when a job was created in XPM from ignition, a hyperlink was created to the proposal inside the XPM job. We always click this to access the proposal and issue the invoice when finalsing. This link is now converted to plain text which requires either copying and pasting or opening ignition and manually browsing to the proposal.
Would be great to have this functionality restored.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - Auto calculate Interest Accruals
It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.
4 votesHi Paul, thanks for sharing this idea. Being able to automatically calculate interest accruals on bank term deposits or PIE deposits within Workpapers would definitely help save time and improve accuracy across your clients.
This idea is now in the Gaining Support stage, which means it’s on the product team’s radar for further consideration. The votes and comments from the community will help show how valuable this feature is to the wider Xero community and assist in shaping future updates.
We’ll keep you informed here as soon as we have any news.
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UK Tax - Other allowable expenses for tax comp
Option for 'Other allowable expenses' in the tax comp to allow the depreciation on assets purchased as a finance lease as capital allowances are not reclaimable but depreciation can be deducted.
2 votesThanks,Charlotte, for sharing your idea!
We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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Tax withholding on foreign resident bank interest
Currently there is no function in XPM to calculate the tax payable on the interest paid to a foreign resident. This causes the tax calculations not be correct.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Distribution to Beneficiaries with Irregular Characters in their Names
We have some companies and trusts with characters such as hyphens in their legal names. However, Xero Tax does not allow us to distribute directly to these entities due to these characters in their names.
Our current work around is entering the beneficiaries' details manually, but then the distribution does not flow directly to the beneficiaries' returns.
I think this may be a ATO limitation. However, in other tax programs I have used, I was able to use an alternate name so the distribution could still be directly linked to the beneficiaries return. I would like a similar feature in…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU tax: Enhance Input Accuracy for Amounts with Decimals
This is a fault that needs fixing. If I want to enter, say 7.20, but I pause briefly, very briefly, after entering the decimal point, before entering the 2, the decimal point disappears. This leads to massive inaccuracies
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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IAS - ability to unlock and load, and complete before due date for selected clients
Ability to complete activity statements before the end of quarter, or at least be able to unlock and load IAS's of select clients that we know have zero balances to submit.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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