1393 results found
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Xero HQ - Clients
Clients on HQ
It would be the perfect place to add all your clients, but I would recommend adding more Reporting fields like year ends, ID or company registration number, tax numbers, date of registration. And the Authorised shares a company have and the issued amount without adding the client to HQ.If all of this are there, please advise because we want to move our entire client information base to Xero to be viewed in one place.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero HQ - Client
Clients on HQ
It would be the perfect place to add all your clients, but I would recommend adding more Reporting fields like year ends, ID or company registration number, tax numbers, date of registration. And the Authorised shares a company have and the issued amount without adding the client to HQ.If all of this are there, please advise because we want to move our entire client information base to Xero to be viewed in one place.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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cancellation date of subscription
Provide a cancellation date on cancelled subscriptions. Just like it currently has "The organisation '' was originally created [DATE], it would be great to also have "The organisation '' was cancelled on [DATE].
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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AU Tax - Partnerships and trusts worksheet needs to include managed fund amounts
I have many clients with distributions from 'family trusts' as well as managed funds.
In an individual return the details are entered or prefilled as required, but the worksheet for Item 13 Partnerships and Trusts doesn't include managed fund distribution amounts. This leads to much confusion when clients see the worksheet at Item 13 and the amounts don't match. In this case the worksheet for Item 13 needed to be added to a separate managed fund worksheet six page later - and this was a simple return.
The worksheet at each question should show the amounts totalling the amounts reported.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Salutation
View salutation or an alternate name field
As many clients are addressed by a different name other than their legal/birth name, it would be helpful to be able to view their salutation, or an alternate name, in the contact section of the client, without having to go into the contact to see this information.3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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GST Return
GST return - Finalised button is GREEN and so is the Filed button.
It's really easy to miss if it didn't go through to IRD, they are both Green and start with F and when you are doing 40 odd it's all a bit routine.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Staff allocation and milestones at the task level of jobs in XPM
We have certain clients who are set up under a monthly retainer with all included tasks (scope) under the one job. We need a way to allocate and set milestones or due dates for certain staff at the task level of these jobs.
The current milestones which can be implemented after a job template is in use has limited functionality as you can only set due dates from the start of the "job" not for each task as due. If the "job" is not established all on the same date then the milestone dates will not be accurate across the…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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CGT Discount method does not apply for assets owned exactly 1 year
Has anyone else experienced this in Xero Tax? Where you have an asset that is sold exactly 12 months after it was purchased, Xero Tax believes that you can use the CGT Discount Method. However the legislation indicatess that the asset must be owned for at least 1 year and 1 day before it becomes eligible to use the CGT Discount method.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Hubdoc - Import invoice in foreign currency
It would be great to be able to create and publish an invoice from Hubdoc and automatically add a new currency within Xero. This would increase efficiency and save from having to set up manually
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Practice Manager - Onboarding checklist for clients
It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client
4 votesThanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero and Practice Manager.
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Only show what was lodged today
On Xero Tax, I would love to see a Button/Tick Box on the "Filed" page to only show the Tax Returns that were Lodged with the ATO that day.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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More accurate reporting for disposal and acquisition of shares within Xero tax
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Rental Statement Option
In the company return you have the ability to create a new schedule.
Specifically, A rental statement to be included here:8 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM Report for Prepayment or Miscellaneous Invoice
Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM - Work in progress reporting
within report builder have the option to exclude costs and timesheet jobs with no values on both items
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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A report that includes price, quantity and account fields for both customer invoice and receive money transactions
A report that includes price, quantity and account fields for both customer invoice and receive money transactions. Perhaps add price and quantity fields to the account transactions report
1 voteWe understand that a single report for all invoices and receive money transactions, including key details like Quantity and Unit Price, would be a big help 🤔. We know it can be time-consuming to switch between different reports to get a full view of a contact’s activity. While this specific report isn't on our immediate development roadmap, we're always looking to improve Xero's reporting. For now, you can use the Contact Transactions Summary report for a quick overview or combine exported data from multiple reports into a spreadsheet. We'll keep monitoring this idea and use your votes and comments to help prioritise our future work.
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AU Tax - Automatic filing
Why can't Xero automatically file signed returns once the client has signed the document? Should be a fairly simple update for Xero to manage automatic filing instead of a person having to tick all and click file. Has this ever been considered? Knowing the suspend date is used to hold back a lodgement.
2 votesWe understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.
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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
2 votesThanks for sharing, River. I've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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AU Tax - New Tab for All NON Lodged
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.6 votesThanks for sharing your idea.
We've reviewed it and now it's up to the community to get behind and support it.
Do make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Shares Beneficially Held
In the client's relationships section, It would be beneficial if we had another section for shares stating whether they are beneficially held or not.
15 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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