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  1. One of our organisations has more than one page in bills awaiting payment. When a batch payment is created, you can't select invoices to be paid on page 2 without losing the invoices already selected on page 1. This means that you have to create two batch payments which is additional work. It would be great if this issue could be look at.

    1 vote

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  2. Display Name and Legal Name Shown

    It would be helpful if the Display Name and Legal Names were shown on the same page when you access a client in XPM.

    When you are looking for the legal name to address a letter to you have to click into the client.

    1 vote

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  3. In the Hubdoc app, to add a tag/tracking category requires opening to a new screen, selecting the tag, then going back to the original screen to Save the tag.
    1. Can we have the Tags available to select on the first screen as soon as we add the image;
    2. Can we have tags autosaving;
    3. Failing that, add a Save button on the Tags screen so we don't need to go through three screens just to add a tag?

    1 vote

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  4. The Hubdoc app uses 'Tags' rather than 'Tracking Categories' - can we make the names consistent across the various Xero systems to reduce confusion?

    1 vote

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  5. Please add a feature to attach files to an employee'e employment tab. Similar to how you can attach receipts to transactions. It would make filing & storing onboarding forms convienient.

    1 vote

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  6. The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.

    1 vote

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  7. Generated GST and PST bills should generate the date of the end of the period reported. January to March reporting should generate a report with the date of March 31, 2024 and not the date of that the bill is generated.

    1 vote

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  8. It would be very helpful if there was a Payroll Report that gives a summary of all pay items for each employee for a specific date range.
    This would be great at EOY when cross checking all amounts against the STP Finalisation figures to see if they match and in the right Pay Category.

    1 vote

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  9. XPM Billing - Ability to bill more than the WIP without WIP write-on.

    If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…

    1 vote

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  10. If we could upload Bank Statements to Bank Reconciliation, both Accountants & Bookkeepers have access to the balance of each statement; especially 30 June for Australia.

    1 vote

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  11. It would be good if the date on the compilation statement updates to the "todays date" instead of it staying as the date of when we copy and edit the previous years financial to the current year.

    1 vote

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  12. Bring back the ability to extract a list of payroll clients so that we can know the clients who might need assistance with EOFY payroll functions.

    1 vote

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  13. Once a bank authority form is uploaded, it should tell you whether it is being processed or there are errors with the forms on the page. Currently there is no feedback mechanism until days or weeks later via email.

    2 votes

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  14. New GST Return

    Can we take off late claim transactions from finalised GST return specially when we don't include late claim. Also can we have the ability to change to portrait rather than landscape the finalised pdf report.

    Thanks

    1 vote

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  15. Partner Plan Keep GST Cashbook

    1 vote

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  16. Can you allow us to edit the dashboard in an org to more than just 2 columns as I have to scroll down a lot when there is plenty of space either side of the 2 column format. Maybe this is left over from when we all used to use 4:3 screens rather than the wider versions we use now?

    1 vote

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  17. Subject: Enhancement Request: Superannuation Payment Reporting

    Dear Xero Team,

    I am writing to suggest an enhancement that would greatly benefit our operations during tax return preparations. Currently, distinguishing between superannuation contributions paid on time and those paid late is a time-consuming and sometimes confusing process, especially for newcomers. I propose the development of a comprehensive report within Xero that automatically categorizes superannuation payments into 'Paid On Time' and 'Paid Late' based on statutory deadlines. This report should allow users to select specific quarters or custom date ranges, include detailed breakdowns with payment and due dates, and offer export options in…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. The ability to produce personal tax submissions prior to 2020 from Xero Tax

    1 vote

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  19. We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
    The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.

    1 vote

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  20. I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.

    1 vote

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