73 results found
-
Practice Manager - Single Dashboard access all practice tools
It would be lovely if a practice could acces every required platform from the Xero dashboard. Including where one can keep an eye on the practices status and points.
2 votesThanks Ben, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
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. 🙂
-
XPM - Filter reports by tax returns lodged as Final.
The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
We could then cross check and archive clients as necessary.
There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
It would save us from having to keep a manual list as some can get missed this way.3 votesHi Alison,
We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.
We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.
Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂
-
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.
-
Xero Tax - Allow manual allocation of R&D expenditure for long accounting periods
When inputting R&D figures for a period of account longer than 12 months (i.e. where 2x corporation tax returns are needed), we are unable to put specific R&D expenditures in a specific corporation tax periods. This is an issue with overseas workers where the periods are pre and post 1 April 2024, and where expenditure is only eligible in one of the periods. As currently, the expenditure is pro-rated, this means that non-qualifying expenditure is being brought into one of the periods.
Is it possible to create a feature which allows for the expenditure to be split correctly between the…
5 votesGrateful for your detailed suggestion for this idea, Jemma.
We've slightly adjusted the title of the idea to allow other community members to easily find and support this idea.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. We'll keep an eye on the engagement here.
-
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.
-
AU Tax - Filter Archived Tax Returns
Would be ideal when filtering tax returns this also applies to the "Archived" tab too.
2 votesThanks for the idea Steven.
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 with Xero.
-
UK Tax - Detailed Balance Sheet in statutory accounts for Micro Entities
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
2 votesWe're thankful for you sharing the changes that could make using Xero Tax more impactful for you and your clients, Doina.
As you've mentioned 2 separate reports I've split your idea so we can get an understanding of the community interest in each and keep you updated if there are any plans made.
I've renamed this one specifically for a detailed Balance Sheet and you'll find another for a detailed Profit & Loss over here.
-
UK Tax | Personal - Entry for Payment on account before 31st July
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.2 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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 with Xero.
-
Xero HQ - Filter option in Xero HQ to get a list of clients who are paying wages.
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
2 votesHi Josheen, thanks for sharing your idea. We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea for a filter in Xero HQ to get a list of clients who are paying wages, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this filter could improve their experience managing client payroll in Xero.🙂
-
Xero Central - Adding a Video on Demonstration
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.
2 votesHi 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.
-
NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
4 votesThanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
-
Depreciation Schedule - Adjustable Columns
Be able to expand or reduce the size of a column in the depreciation schedule.
We are finding when we add extra columns it is making the depreciation method column really large and you cant adjust it. Making the page stretched across longer that it needs to be.See attachment as an example.
1 voteAfter some testing, we discovered that downloading the file in Excel or Google Sheets format and then saving it as a PDF reduces the column size. While this may not be ideal, it can serve as a temporary workaround.
-
Xero HQ - Show totals for client list in Client Insights
Client Insights is fantastic for showing client by client stats.
How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients2 votesHi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
-
Subscription & billings - Show active Trials
Can we please have a filter in the Subscription & Billing tab to show active trails. Currently you can only filter by Active or Cancelled.
1 voteHi Megan, thanks for sharing your idea in the forums here.
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 with Xero.
-
NZ Tax - Split business/private use in the asset worksheet within the rental schedule
Can you please add the ability to split depreciation between business & private use in the asset worksheet within the rental schedule in XPM.
1 voteHi Dawn, thanks for your idea and letting us know the changes that matter to you.
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 with Xero.
-
XPM - Integrate Quotes with Xero Sign for e-signatures
Currently Quotes are not able to be sent directly for e-sign acceptance (i.e. clients will need to print physical copy of quote, sign and email back unless they have access to adobe sign). It would be an improvement if quote can be sent to Xero Sign for signing and audit trail. Alternatively, it would also be great if clients can accept/decline from the quote email.
1 voteHey TJ, thanks for submitting this idea! We've reviewed your request for integrating Xero Practice Manager quotes with Xero Sign to enable seamless e-signing, and this idea can now 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 with Xero. This process helps us track the ideas our customers care about most. We really appreciate you taking the time to share this with us.
-
Xero HQ - allow toggle off Manage Users permissions for Admin or create another permission level
In Xero HQ, it would be helpful if the "Manage Users" permission were optional for Admin staff—or if there were an additional permission level between "Admin" and "Standard," similar to QBO's "Standard - All Access" role where you can toggle on and off several higher permissions.
We’d like certain staff members to have access to all Xero files and clients within our practice without the ability to add or remove users or administrators. In order to align with the Principle of Least Privilege, we follow a set process for granting access to client files in Xero, and we want to…
1 voteHi there, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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 with Xero.
-
API - Allow for Bank Transfers between two different currency bank accounts via the Xero API
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%20currencies1 voteThanks 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.🙂
-
Bank reconciliation - Ability to enter dates directly in formats other than dd mmm yyyy
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 votesHi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.
We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂
- Don't see your idea?