1333 results found
-
UK Tax | Jobs - Automatically link tax return created from a job
When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ
1 vote -
Practice Manager | Jobs - Warning when completing/closing job with active tax return
Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing
1 vote -
Workpapers - Attach files to journals
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
8 votes -
AU Tax - Exclude Xero figures from worksheet when importing xero data
We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.
2 votes -
Xero Tax (AU) - Add "Draft" watermark to returns
Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark
34 votes -
NZ Tax - Show the % RWT/DWT/ICA rate in tax statement worksheet/ Use of money interest
It would be good to see the tax rate deducted for RWT/DWT/ICA for interest and dividends when printed on the tax statements worksheet/schedules. Then you can see that the information has been entered correctly (ie 33% for tax on dividends)
Also be better to have use of money interest adding into the terminal tax date in the tax payment summary showing total payable, rather than a sentence above it!2 votes -
Stripe payments linked to invoice for reconciliation
Customer payment with stripe not linked to invoice number. Unable to identify customer payment related to invoice for reconciliation.
1 voteHi Iain, this sounds like more of a direct issues that would be best looked into with our specialists at Xero Support. I'd recommend raising a case with our team via Xero Central - They'll be able to get more detail and access to your org to help understand you reconcile your Stripe payments with the appropriate invoice/s.
-
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
8 votes -
VENDOR NAMES HELD ON INPUT
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
1 voteHi Kari, I notice you've selected Xero HQ on the category of your idea here. I just wanted to check if you're idea here is related to creating invoices in a Xero organisation or from Practice Manager? Thanks
-
Notification of acceptance of a Xero subscription transfer
We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?
1 voteHi Jean, I see you've posted this under Xero HQ - Out of interest is this where you'd like to be able to see this sort of notification?
-
AU Tax - Ability to lodge FBT return for clubs & society structures
FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:
Individual
Company
Trust
Partnership
Self Managed Superannuation FundNoting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.
1 voteThanks for your idea, Andrew. Not something we have planned right now but we'll gain the interest from your idea here and share if there are any updates planned for this.
-
AU Tax - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule
On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?
1 voteHi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
-
XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
5 votes -
AU Tax | Report Builder - More specific fields
We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients
In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots
4 votes -
UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
8 votes -
Reporting - Consistency in the default naming convention for dates
I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!
6 votesAppreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.
For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.
When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.
While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…
-
XPM - Notification of draft invoices
It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.
Probably just one email per day so they are not being spammed!
6 votes -
Add more detail for supplier if necessary
Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.
1 voteHi Christine, would this be to add this sort of detail straight from the bill? Right now it's possible to enter these details on the Contact's record in Xero.
-
XPM - Time cost per entry when reviewing task postings
When invoicing in XPM and choosing the task postings options Yes/No/Future, can you add a column for the cost (not just time and rate) so we can judge what to invoice and how much for.
1 voteHi Emily, thanks for sharing this fantastic suggestion for improving the invoicing workflow in XPM. We can see how having more direct visibility of costs would make billing decisions much easier.
We've reviewed your idea to add a calculated 'Cost' column on the screen when reviewing task postings to be invoiced. We understand this would help you better judge what to invoice and how much for at a glance.
Your suggestion is now ready to gain support and feedback from others in the community. Along with votes, other users can now share how having this cost visibility would impact their own billing and WIP management processes.
-
XPM - More user friendly client & date selection
When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.
1 voteHi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.
We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.
Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.
- Don't see your idea?