1347 results found
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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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client insights
Can the headings please become sticky in Client Insights ?
4 votes -
AU Tax - Ability to lodge FBT return for clubs & society structures
FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:
Individual
Company
Trust
Partnership
Self Managed Superannuation FundNoting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.
1 voteThanks for your idea, Andrew. Not something we have planned right now but we'll gain the interest from your idea here and share if there are any updates planned for this.
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managed fund schedule
On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?
1 vote -
NZ Tax | AIM - View mapped accounts
When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.
1 voteThanks for sharing, Amy. Not something we have planned at this stage but we'll begin to get a sense of the interest here and let you know if there are any changes for this.
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Report on E-Invoice
Hi Xero Support,
We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.
This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.
Thanks!
1 vote -
Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
1 voteHi Sally, just to check when you say you'd like to freeze the header row would this be the Report settings at the top of the screen?
Currently column headers in majority of reports are frozen so you can see these as you scroll through reports.
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partnership tax
Please add SA801 Property Income Pages to the Partnership Tax as we have a few partnerships with rental income.
2 votes -
Xero Tax - Warning when creating client record with same TFN as archived client
When creating a new client the duplicate TFN warning should also apply to Archived clients.
1 vote -
Add more detail for supplier if necessary
Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.
1 voteHi Christine, would this be to add this sort of detail straight from the bill? Right now it's possible to enter these details on the Contact's record in Xero.
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Practice Manager | Onboarding - Companies house sync
Companies House sync - Client Onboarding
Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal
1 vote -
XPM: Time cost per entry when reviewing task postings
When invoicing in XPM and choosing the task postings options Yes/No/Future, can you add a column for the cost (not just time and rate) so we can judge what to invoice and how much for.
1 vote -
XPM: More user friendly client & date selection
When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.
1 vote -
Archived Jobs list - show WIP Write on/off
It would be great to have an additional Column on the archived jobs list so that you can see if previous jobs made a profit or a loss. The WIP Write on /off balance could show on the archived screen.
1 vote -
February and 28 days conflict for 30 day suppliers
In February this year, all suplier invoices that were supposed to be marked 30 days, got moved to due in March and not end Feb due to the 28 days, This needs to be changed as an exception as there will never be 30 days in Feb.
1 vote -
Practice Manager | Jobs - Ability to change information sections
Would it be possible to close sections of the job that you don't use and these stay as default. (Information Tax - job details, custom fields etc.) This would make it easier to see the sections you do use. It would also be useful if you would put them in the order you prefer.
For example to me the most important section is tasks and these are quite low down the list. I would like this to be a default setting.
1 voteThanks for the idea, Sally. We'll keep an eye on the interest for this here and let you know if there are any changes planned around this.
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