1393 results found
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UK Tax | Support PLCs
Please could we develop Xero Tax to be able to recognise UK Public Listed Companies (PLCs) and have the ability to file Corporation Tax returns through Xero
1 vote -
Practice Manager - Dashboard for client bank feed status
I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.
94 votes -
Practice Manager - Choose Job Client over Billing Client when Invoicing in XPM
When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.
3 votes -
Xero HQ - Export list of users for each client
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
8 votes -
Workpapers - Schedules with Xero figures & check box
Ability to have schedules with both figures from Xero and checkboxes within the same schedule.
3 votes -
Connecting one bank login to multiple clients.
I would like to be able to link a bank login to multiple clients. So if the client has multiple businesses under one login, I should be able to link the bank feed to each Xero file. Currently I can only have one bank connected to one client if they can see multiple businesses on the same login.
3 votesHi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
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AU Tax - Tax return labels on ATO prefilling summary
ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information
Example (Individual Tax Return - Bank Interest)
Gross Interest $x,*** Label 10LExample (Managed Funds Distributions)
Non primary production income amount $x,*** Label 13UCurrently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.
3 votes -
XPM New Email from Job
If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.
Please add the name of the client after the insertion of the "job name" field of the job in the subject.
If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…1 vote -
XPM - Collaboration to include All jobs option
Please add an option in collaboration to show active only or ALL jobs.
We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.1 vote -
Xero HQ | Clients - Industry Classification Report
We would love a client report showing the Industry as it is in the Xero Organisation Settings.
Currently the report gives the Main Industry classification but not the Sub Category.
For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.
1 vote -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.12 votes -
Reviewing report codes
Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.
Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…
1 voteThanks for submitting your idea on Xero Product Idea's, Gay. We appreciate you taking your time to share changes that would be most meaningful to you.
This is something our product team are taking a finer look at, so I'll let you know if there are any updates to share.
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Workpapers - Ability to lock review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
😃7 votes -
XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
2 votes -
AU Tax - Ability to change Capital Gain Tax discount percentage
When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?
12 votes -
XPM Timesheets - Represent timesheet entries as blocks on a calendar
Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.
- It would be quick and easy to identify gaps you are missing
- Being able to drag them to extend or reduce entries
- Being able to copy and paste an entry. Make for faster input.
45 votes -
XPM - Edit Job State field from a report
Make the Job 'State' an editable field when running report.
It would be helpful to have the ability to update the Job 'State' from a report.5 votes -
Xero Tax (AU) | Calculator tool
I'd love a calculator tool in Xero Tax preferably one that is activated using hotkeys.
56 votes -
Xero HQ - Bank connections page for all clients
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each client’s account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
4 votes -
Xero Tax(AU ) | Business Schedule - Individual Worksheets
We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?
At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.
82 votes
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