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  1. When you go into a client and enter the jobs tab, there is no job for that client even though they are part of the group that there is a job for and that client is included within that job. The job only shows for the single client where the job is created.

    The jobs tab already includes sections for active jobs and archived jobs. It should also show a section for jobs assigned to other clients within its group.

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Peter. We appreciate you taking your time to share changes that would be most meaningful to you.

    We'll get a gauge and track support your idea receives from the community.

    You can find out and stay updated with all Xero releases on Xero Central.

  2. The option to produce I&E only when creating final accounts through xero tax. We have clients who don't require a balance sheet so should have the option to switch it off

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  3. Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.

    This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.

    This means no missing information and clients can be billed correctly.

    1 vote

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  4. In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.

    This process typically involves:

    • Adding the new client to the ATO portal.
    • Downloading the pre-fill XML file directly from the ATO portal.
    • Saving the downloaded XML file to a local directory.
    • Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.

    Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.

    Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.

  5. Being able to lodge an early CTR for companies with "Substituted Accounting Periods".

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Anthony. We'll start to track support in your idea from the community, here.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  6. Allow CSV/XML Import into Xero Tax Returns from External Form Tools
    Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.

    This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.

    Thanks for considering!

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  7. Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.

    1 vote

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Francisca, thanks for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂

  8. Would like to have the ability to see both client managers and job managers on the main recurring job list screen, along with the ability to export this list.

    1 vote

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    Hi Geena, thanks for this great suggestion for Xero Practice Manager.

    We can definitely see how having both the Client Manager and Job Manager visible on the main recurring jobs screen would make it much easier to see who is responsible for what at a glance. Adding an export option for that screen is also a great point.

    We're grateful for your engagement and for letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this improved visibility on the recurring jobs screen could help their own practice management. 🙂

  9. Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Melissa. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with all Xero releases on Xero Central.

  10. Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.

    1 vote

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    Hi Ami, would this be for a repeat invoice template? Or could you provide a bit more detail about your how your business would use this, or a typical scenario you need this feature for?

  11. Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.

    We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.

    Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂

  12. Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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    Good to hear that you find the Credit Note warning useful, Gayle. We don't have any immediate plans for adding the same for statements but we'll get a feel for the interest from your idea here.

  13. It would be good if the Date you set on the relationships tab is actually the correct date, not the day before.

    1 vote

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  14. It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.

    1 vote

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  15. It would be a good to have a full list of naming conventions so you can import client job etc data in bulk, without having to "guess" the title name.

    1 vote

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.

  16. Extend the information in Xero HQ to include full client data.
    Information that would be good to see on each client information schedule would be;

    a. VAT registration date, this is required for security with HRMC so needs to be in one place when contacting them.
    b. VAT quarters (We do have clients that don’t use xero and this information is important)
    c. PAYE registration details (Not all clients use Xero payroll and equally flicking between various clients bookkeeping systems when on the phone to HMRC is a bit irritating!)
    d. UTR details for companies
    e. Tax district for Both…

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  17. Create the ability to update time entries for draft bills.
    We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!

    1 vote

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  18. Joint bank accounts need to be listed in the financial institution details of both parties in XPM. It would be great to have them linked so only one client needs to be updated and the changes flow to the other client, and into the tax returns for both

    1 vote

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  19. For clients not integrating with Xero - A standalone chart of accounts would be helpful

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  20. When entering time or selecting a job on a bill for example, it would be more efficient to be able to search the drop down menu of clients, rather than having to enter the first letter then scroll (especially the 'M's where there are so many Mr, Mrs, Ms and Miss clients!)

    1 vote

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