93 results found
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Rules For Draft Invoices
I look after several cafes who have repeat food/beverages invoices emailed to Xero (by owner who approves them). Can you set up Draft Invoice Bank rules. For Example MILK SUPPLIER AAA = COS Beverages GST Free BREAD BAKERY AAA = COS FOOD GST Free
1 voteUntracked inventory could be used for this purpose, Xanthe - You'll be able to save description, price, account and tax rate for each item.
So for example you could set up an item for MILK SUPPLIER AAA with a preferred sales account and selecting the GST rate.
When this item is selected in an invoice these fields would be prefilled and your employee would just nee to adjust for Qty and any other detail as required.
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Payroll Reporting - Year to date verification report utilising STP
Include Reconciliation to payroll and ATO reporting category
5 votes -
AU Tax | Trust & Partnerships Report - Ability to report on main business activity industry code and description
Tax Return Report - Professional Services Firms List
Can you to generate a report for trusts and partnerships to show me the Main business activity industry code and description. You only have the option to do it for indivduals and companies.
1 voteThanks for your idea here, Caroline. Our team have made recent updates and you'll now find Industry code and Industry description are now both reportable fields for the Trust and Partnership tax returns, with Xero Tax 🙂- See more on this in our Xero Central article.
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Profit and loss account ordering
Profit and loss account items should be mapped in a way that be represenative of a traditional profit and loss rather than alphabetical order
3 votesHi Simon, Amanda, and Craig! Thanks for your input here. You can change the order of the Profit and Loss report order by clicking “More”, then tick the Account Codes checkbox. From there, you’ll see the order of the report will be based on the account code number.
I’ve also attached a screenshot here, for your reference too :) -
Xero HQ | Clients - Sort by Trading/Legal Name & Unreconciled items
On the Xero HQ list, only certain columns have a Sort facility, it would help if
- Sort by Trading Name
- Sort by Unreconciled Transactions3 votesHi there, our product team recently released some improvements to the client list! You can now sort the client list using all the columns - including Trading/Legal name 🙌
You can merge or add clients to groups from the list page, and choose how many clients you would like to view per page.
There's a separate idea for the Ability to sort clients by "Unreconciled Items" which you can add your vote to if that's still something you'd like to see.
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Xero Tax(UK) - Increase the 100 characters limit for text in 'Reason for Reducing Payments on Account'
Currently the 'Reason for reducing payments on account' on the 'Payments on Account Screen' of personal tax is limted to 100 characters. It's not enough!
1 voteThanks again, John - Happy to confirm that this is now in place and you'll find you shouldn't be restricted to 100 characters any longer. We've lifted it up to the 0000's 😁
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Hubdoc - Attach email and document together
When an email is sent to Hubdoc with attachments, have email and pdf/csv document(s) together as one item, instead of the email going into Failed and the document going into processing. Often the email has information that is not included in the emailed attached document (pdf/csv/etc). The email goes to one tab, the document(s) go to another tab. It's almost impossible to match them back up without going back to the original email to figure out what goes where.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
4 votesHello community, as we’ve mentioned earlier, you can add more information from the document that you’ve emailed to Hubdoc by using the #note function. That being said, we’ll update the status of this idea.
If you’re after something else, welcome to raise a new idea. -
Xero HQ: Export more than 1000 clients
Currently when you export your Xero HQ client list it is limited to 1,000 rows. This makes the feature redundant for larger practices that have more than 1,000 clients. Please can this restriction be removed?
3 votesHey Alana, just wanted to pop in here to confirm that this is possible! The product team made some changes that enable more than 1,000 clients to be exported. I'll switch this idea over to Delivered 👍
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Personal Tax (UK) | Add Box 53 CGT UK ITR
It's not currently possible to tick box 53 of the UK ITR CGT pages to state that the return contains a valuation - can this be added. Otherwise the software is not useable when you have a CGT disposal with a valuation or estimate
1 voteHey Wendy, 👋 thanks for raising this idea. I'm popping in to switch it across to delivered! We recently rolled out the ability to tick box 53 for NRCGT, so you will be able to do this going forward 🎉
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Xero Tax(NZ) - Unapprove tax payment letters in bulk
Tax Payments – It would be good if we could have a BULK unapproved feature in all tabs, i.e. approved, sent, ignore.
At the moment we have to click on each client and unapproved which is very time consuming.
5 votesHey community, thanks for sharing this idea - it’s now live in NZ Xero Tax 🎉
You can now unapprove multiple payment reminders at once. To do this:
- Go to Tax > Payments
- Click on either the Approved, Changed or Sent tab
- Select the reminders to be unapproved
- Click the Unapprove button
- Click Yes to confirm
Thanks again for all the feedback around this idea! If there's further improvements you'd like to see in Xero Tax, be sure to share them with our team here on Product Ideas.
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More flexibility in staff privileges for timesheets
It would be useful if we could restrict staff privileges so they could only see their own timesheet rather than all staff members
2 votes -
US Hispanic Activ...
I was surprised to see, during a quarterly product update, that you refer to the US Latinx community as Hispanic. Please consider changing that. Here's an article that might help you understand why this is important: https://www.teenvogue.com/story/problematic-history-of-hispanic-word
1 voteHi Julia, thanks for sharing this feedback.
I’ve reached out to our education team to share your feedback and resource, and get a better understanding of how we choose the language in our quarterly product updates.
To provide context - we’ve used the term ‘Hispanic’ here as that’s the term used by our Los Xeros group, which is made up of Hispanic and Latinx employees and Xero ambassadors. Based on this we'll continue to use the phrase Hispanic in addition to Latinx, where appropriate.
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Workpapers - Ability to create new query headings in Workpapers or no heading option
The queries in workpapers are currently organised into query headings covering a number of areas. But there are some queries that don't fit into any of those sections neatly and can confuse clients when sent over.
It would be great if we could create our own headings for the Queries or if Xero could include a 'General' or 'Non-Categorised' section which these less specific queries can be grouped
6 votesHello community 👋
Thanks for sharing this idea, I'm switching it over to Delivered!
The Query Heading is a free text field so you can manually create a new heading for all the different types that are not currently available to select. 😊
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Document Packs - sorting in order of completed
Document packs are currently sorted in order of sent. This can make it hard to track ones that are newly completed (for filing purposes). This is because a newly completed pack could be anywhere in the list. Being able to sort in order of completed would help.
4 votesHi Andy👋, happy to share that the team have just released another improvement to the sort for Document Packs and you'll find from today you can now sort by Date Completed!
Jump on in for a try - this should help you stay on top of those packs most recently completed 😊
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Customer and Supplier Account Summary
You have a contact transaction summary report which is very confusing showing the allocation of overpayments or credit notes. Just need a report to show the actual transactions that you can then drill down on so that you can see where they have been allocated. Also needs a running total. Would be useful to show just outstanding items or to be able to show all items from a particular date.
3 votesHi team, it's possible to get a view of what you're asking here with the Account Transactions report today.
You can customise the Account Transactions report to add both contact and related account. You can also filter by these fields.
There is also an option to show a running balance.
Alternatively you could look into the Receivable Invoice Details report and filter this for a single contact, and choose which 'source's you'd like to include when running the report.
I guess what would help in passing your feedback to the team here is understanding more detail of what you'll use this specific report for? What is it you're trying to use this for?
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Broader Query of data
Having the ability to query all of the data in the background. It's frustrating that you can't see certain fields (eg. invoice number) on the account transaction report so are forced to use the Receivable invoice detail or summary report instead and yet this report doesn't allow you to see all of the fields available in the Account transactions report. I appreciated that not every transaction will have an invoice/bill number so just so "-" or blank when it doesn't apply. Doing this will have a huge impact on the ability to actually use the data available in a client…
7 votesHi Allison, with recent updates to the Account Transactions you now have Invoice Number and Contact as separate fields, and you can now slice, dice or summarise the Account Transactions report by either of these options. 😊
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Director ID filed in Contact
It would be helpful to have a Director ID field for contacts within an entity in XPM. There are instances where we act for the entity and not the individual Director. We are therefore not able to store the Director ID in the same way for an individual client.
1 voteHi Christine, there's an additional field in the 'Tax and Company' section of the client details page where you can record the Director ID, as well as fields for the client verification details - More in our help here
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UK Tax - Ability to export iXBRL file into other tax software
Currently, in the UK you can export an iXBRL file from Xero Tax but if you try to import that file into other tax software it is not compatible and creates an error message in the other software.
This is an issue at my firm as the Tax department insists on using Alphatax for all CT Returns and this has meant that we cannot use Xero Tax to prepare statutory year-end accounts as we have to prepare the iXBRL tagging file in other software that is compatible with Alphatax.6 votesThanks for your input on this one, Louisa. Xero Tax now offers the option for our partners to continue utilising the automation and efficiencies of our accounts production tool for FRS 105 and FRS 102 1A and then export the iXRBL file into your existing Corporation Tax software, such as AlphaTax, to file the CT600. If that's the workflow for you, you'll notice some cool tweaks to the process such as the ability to manually adjust the tax provision in the accounts from the dashboard before filing them with Companies House. After creating a new filing you'll see the option on our 'Filing Options' screen where you can elect to prepare the CT600 in Xero or file it externally.
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Hubdoc - Attach email to document
When an email is sent to Hubdoc with attachments, have email attached to document(s) instead of it going into Failed.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
2 votesHi Pam, as Dana noted earlier this is already possible through the help link provided - or let us know if it's something a bit different you're after 🙂
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AU Tax - Ability to Customise / Edit Cover letters
To have the ability to customise/edit cover letters in Xero Tax.
Purpose: This will make clients who have different trading names and legal names can easily edit it.
23 votesHi everyone, sorry we've not caught this one sooner. Right now it is possible to customise Cover Letters in Xero Tax! This can be done through the use of docx. templates and Microsoft Word - See help on this in Xero Central.
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