1438 results found
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Supplier Credit Limit and Account Number
We need the ability to list both a Supplier's Credit Limit (for Supplier Purchases, not Customer Sales) and their Account Number (as given to us by the Supplier)
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Low Value Pool
Low Value Pool:
Xero has locked the entry of low value figures taken from Quantity Surveyors Report for rental properties in tax - item D6 and insists on creating low value pool schedule by entering the asset.
Per advice I received from specialist, I entered the figures and date from the beginning of low value pool e.g. 01/07/2019 with starting amount of $431.00. The following errors and issues come up:
1. The calculated amount was $162 which was claimed five years ago
2. On validation Xero gives error and asks for a date in current year i.e. between 01/07/2024 to…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Page Navigation buttons at the bottom of Financial Statements pages as well as the top.
Page Navigation buttons at the bottom of Financial Statements pages as well as the top.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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invoice paid on receivable reports
I'm using the "Aged Receivables Detail" and "Aged Payables Detail" reports for helping with accruals and prepayments and it would be extremely handy if you could add "payment date" to the report. Currently this isn't available so I'm having to use the report to identify potential accruals/prepayments and then manually go into each transaction to see when it was paid to then decide if it's an accrual or prepayment.. If the paid date was available in the report, this would save so much time.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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year end change
When a existing company had a year end change, there should be a a option to add the new year end. Currently when you add the new year end, all of the reports change to the new year end.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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workpaper pack queries email template editing
Workpaper pack queries email template allows for fields to be added as 'tags' but the available fields/tags is too limited. Please include additional fields/tags, such as contacts first name and allow for a different templates for Organisations and Individuals.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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JAX - Ability to enable for multiple organisations at once
We have multiple Practices with multiple organisations. To add JAX to every single organisation is not even fathomable. A feature that allows users to enable JAX for multiple organisation is needed, it doesn't have to be from Xero HQ, possibly even My Xero would work.
1 voteThanks for sharing here, Quazar. We're paying close attention to the feedback we're receiving about JAX and I'll be sure to share this back with the team.
In the meantime it'll be good to get a sense of other practices that'd find this useful here too.
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Creating a default for the Agent field
I am hoping it might be possible to create a default for the Agent setting. If this were possible, when we add new clients onto XPM, the Agent field would default to our Agent details, as we only have one Agent to select from.
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Creating budgets or estimates of total WIP cost and receiving notifications when exceeded
Currently estimates/quotes require a specific amount of time to be allocated against a specific task for a specific staff member. We need either notifications when total unbilled WIP for a client reaches x amount OR to be able to create a quote/estimate for a total dollar figure across all tasks and staff, and have notifications set when that figure (or % thereof) is reached. This feature is standard in most timekeeping programs and I'm shocked XPM doesn't have it.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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UK Tax - Restrict dividend date to the period
You are able to post a dividend with a date in a different year. I don't think it should let you type a date outside of the period. Until you click review it does not flag an error
3 votesAppreciate your idea, Bethany - Thanks for sharing in product ideas. We'll start to get a sens of the interest in this from others in the community here.
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Draft Bills - Improve the User Interface Flow
The ability to upload bills into Xero is fantastic — it saves a lot of time. However, the process of reviewing and approving bills after upload feels cumbersome.
Currently, after editing and approving a draft bill, you’re taken back to the main Bills screen, where you then have to click Draft Bills again to open the next one. When processing 15–20 bills at a time, this adds up and slows the workflow considerably.
It would be much more efficient if, after approving a draft bill, there were an option to return directly to Draft Bills, or ideally, to automatically move…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM - Add a column for tax number to client list
Please add a column for a client IRD/tax number to the client list view in XPM to save having to drill into each client to find it.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero HQ | Insights - Colour Adjustment to Bank Reconciliation Status
It would be beneficial for the Bank Reconciliation Status to return positive insights as well. I have attached a rough adjustment for the 'Up to date' flag, and I feel the slight CSS value adjustment here makes it more visible that the Bank Reconciliation is in fact up to date.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Report Pack - Use Custom Report Names, not Xero Standard Report Names
When I create a new Report Pack, I can name it. When I add a custom report, that report shows as the Xero Standard Report Name, not as my Custom Report Name. Please can the Custom Report Name be shown, rather than the Xero Standard Report Name. If I add two different Custom Reports (both based on the Xero Standard Report), I don't know which is which.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU tax- Ability to pull file date from ATO
XPM to Prefill Filing date for Tax returns from ATO portal to be able to manage due dates from XPM reporting
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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PDF Editor in Uploaded PDFs
Integrated PDF editor to allow for uploaded PDFs to be edited with highlights, notes, markings etc.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Unit Trust relationships in XPM
It would be great if Xero Practice Manager could include a Unit Holder relationship type. At the moment, we can record shareholders, partners, and directors, but not unit holders -which makes it tricky when managing clients with unit trusts.
Adding Unit Holders would make it much easier to keep client relationship info complete and consistent without having to track it separately.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM Audit Trail / Change History in Xero Practice Manager
When using Xero Practice Manager (XPM) for job management, it’s incredibly difficult to maintain visibility because there’s no audit trail or history log for key actions like:
- When a job was created or reassigned
- Who changed the job’s due date or status
- When a job’s responsibility moved from one team member to another
This lack of transparency makes it almost impossible to track accountability or performance accurately.
Why is this so important?
As a firm, we track job completion and lodgement performance, but without a history log, we can’t see whether a job was reassigned after the due date or…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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trial balance tracking category
Trial balance with a column for Tracking Category. Currently I need to download each TB individually if I want it by tracking category, which is very time consuming and inefficient.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Revamp self employment schedule - Xero Personal Tax
Revamp of self employment schedule within personal tax. Currently no adjusted profit report to show how you have arrived at the self employment profit on the summary computation report. Also no boxes to enter capital allowances wdv bfwd and no percentage option either to calculate amounts for the year in question on xero tax so a lot of manual work needed to calculate amount claimed in year. Should be automated.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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