1348 results found
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duplicate
When posting bills from HubDoc to Xero, they sit in "Awaiting Payment." Xero recently introduced a function to detect duplicate bills, but I found it to be ineffective.
The system fails to identify actual duplicate bills, as it primarily matches invoice numbers. However, invoice numbers can vary due to auto-syncing from HubDoc, making this method unreliable. In most cases, duplicate bills share the same amount and date rather than the invoice number. The matching criteria should prioritize these factors to ensure accuracy in detecting duplicates.1 vote -
map financials to tax return label
Currently, when mapping the chart of accounts from your financial statements in Xero Blue to the tax return labels in XPM, you can only map to labels in the business schedule section of the return.
This means that accounts relating to other tax labels, such as rental property schedules, or other deductions, must be noted as "do not import", and then entered manually.
It would be great if there was the ability to map these accounts, in addition to those relating to the business schedule, as it would lead to further efficiency gains for accountants using Xero's suite of products.
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14 votes -
insights
on the Insights tab, be able to also compare YTD vs prior YTD
1 vote -
Import Payroll Excel - UK
Import complete payroll information including earnings, deductions, and overtime etc from an Excel/CSV file
1 vote -
freeze cash coding
Hi All,
On cash coding screen, it would be great if there was an option to freeze the heading panels so you dont have to keep scrolling up if you have millions of lines to code. Eg: to uncheck all
Thank you so much.
Jenal
Pullen Holdings (Pty) Ltd t/a CEPS1 vote -
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…21 votes -
Xero Tax UK - Delete or archive draft Partnership returns
Delete or archive draft Partnership returns in Xero Tax UK - if a draft is created in error it just stays on the dashboard, eventually showing as overdue and clogging up the dashboard's useful information. If full deletion is not an option, for audit purposes, then I'd like to at least be able to archive it and remove it from my dashboard view.
1 vote -
Detailed statutory accounts
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
2 votes -
UK Tax - Settings for MTD connection error messages
It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.
1 vote -
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 - Search for client when creating a job
When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.
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 -
New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
4 votes -
New staff Experience - Assign organisation user permissions within Practice tools
In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)
3 votes -
Re-order report columns and rows using cut & paste
Instead of dragging rows and columns (which takes forever when you have long reports), can you implement a cut and paste instead?
1 vote -
Client Insights Totals
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 clients1 vote -
Xero Tax (AU) - Ability to show the difference between original BAS result and Amended BAS result.
Show the difference between the original BAS and then the difference created by the Amended BAS. It is confusing for clients to receive one figure then have us tell them another. The ATO have this feature when lodging on the portal and many other accounting software's have this too.
1 vote -
YTD reports
Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.
1 vote -
E-invoicing - United Arab Emirates
Just letting you know that the United Arab Emirates will be implementing E-invoicing in Q2 2026. https://mof.gov.ae/einvoicing/
1 vote -
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
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