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  1. Add a next button to the managed fund distribution page in xero tax.

    When a client has 10 or 15 managed fund distributions that have imported from the pre-fill you have to go back and click on the next one and it is hard to keep track that you have reviewed every single one. (And deleted the 0's this is a separate idea)

    If there was a next button so you can just start at the top and work your way through all the distributions to review them it would make this much easier.

    1 vote

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  2. It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.

    1 vote

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  3. Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts

    1 vote

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  4. 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 vote

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  5. In Individual income tax returns, where an individual received a trust distribution, the trust name appears to show the Trust's TFN in the name in the trust distribution income section. It will be great if the hiding TFN feature includes the hiding of TFN in this distribution income section as well.

    1 vote

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  6. There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.

    1 vote

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  7. Due to issues with staff editing recurring jobs but not updating the job name and/or description I would like to see the staff permissions for recurring jobs amended to have a dropdown list so we can limit staff access to editing recurring jobs but leave access to view, create and delete in the same way as with clients.

    1 vote

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  8. Stop dating in 1900s.
    Today I typed in the date 5/3/25. Click on the little calendar that appears, the month says March 25. Click on 5 March 25.

    Hubdoc interprets this as the year 1925.

    I dont think there are many people entering receipts from 100 years ago.
    Please remove those last century calendars from Hubdoc.

    While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year. It warns you AFTER it's been sent to Xero, then doesn't let you correct it because of the status -…

    1 vote

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    Thanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.

    It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.

    We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.

  9. Reviewing VAT Returns

    I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.

    Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?

    Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.

    Thanks

    Sarah

    1 vote

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  10. At the moment you can't directly Upload bills from the files inbox we are having to download the files then upload them. Seems like an obvious feature.

    1 vote

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  11. 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

    1 vote

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    Hi Jonathan, is there a specific feature within Xero that your clients have commented about this in? In many places throughout Xero they should find entry of a date using dd/mm/yyyy or dd-mm-yyyy is accepted. We also have shortcuts mentioned in Xero Central that you could share with your clients to help them understand other keyboard actions that can help with their data entry.

  12. If preferred method of contact area could be created.

    1 vote

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  13. Allowing for exported excel reports to have an option to open hyperlinks. For example, being able to open the ledger of the expenses of a line item from the Profit and Loss statement, or being able to open the Aged Details of a customer by clicking on the link of the Aged Summary excel report, or being able to open the invoice by clicking on the link in the excel of the Aged Details reports. This would allow for less back and forth between an excel file and having extra tabs open to view the same report in Xero. The…

    1 vote

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  14. For UK add Audit Exempt Clause to Balance Sheet to allow filing with Co House or ability to add free text - is common requirement for small entities linked to a Group. Main reason why practice accountants can not use Xero more plus a Group accounts format would be great

    1 vote

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  15. Would it be possible to be able to have the account codes on the pdf manual journal report pleasse. Right now its annoying not to know which codes were used without having to print the journal and then review the chart of accounts to write down the codes manually by hand. The only alternative is to use workpaer journal templates which means doing the journals twice.

    2 votes

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  16. Please enable the option to add the payment date on invoices manually instead of having to search for the date in the calendar and select it, as we used to be able to do in the classic version.

    3 votes

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  17. In Singapore, deemed supplies include free samples given to customers at no charge. If input tax was claimed on the purchase of these sample items, businesses are required to account for output tax when giving out the samples. Currently, Xero does not allow sales invoices to be issued at a zero value. As a result, if a sample is given at no charge, the sales invoice does not register any tax code. The workaround is to input a sales value and create a negative line item to ensure the invoice registers the tax code.

    The second issue arises when using…

    1 vote

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  18. Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.

    We are paying Xero for no reason at all.

    Also the ability to bulk change those archived clients eg cancel subscriptions

    Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.

    Thanks

    5 votes

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  19. Add contact group changes to History and Notes report. The History and Notes report should reflect an audit log, which would include any and all changes. It is difficult to discern issues or why something happened when not everything is available in the report.

    2 votes

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  20. It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates

    2 votes

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