1438 results found
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nce can't be entered.
When in a contact and you look at the entries could the spend money entries show at the side if the invoice has been attached ~ at the moment I have to open each entry to check this?
Currently, this isn't a feature in Xero, which means each Spend Money transaction needs to be checked individually, especially with EFTPOS card sales where a reference can't be entered.Judy
Quantum Bookkeeping Solutions Limited1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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table for partner spilts in tax returns
It would be great if the tax returns had a table to allocate income and tax credits to partners, or at least be able to export to excel to see where errors are or rounding adjustments required are. I have a partnership with over 30 partners. Total nightmare! And no, the % split function does not work acurately enough when there are that many partners
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Move to button on the Xero inbox files update
Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents.…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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UK Tax - Add issue address and balance sheet data to sa800 or partnership tax
ability to add issue address and balance sheet data to sa800 or partnership tax - raising on behalf of xero practise staff- if an explanation also be added why its not there for the customer to have understanding about this
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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BAS in xero
In the Activity Statement screen, in the transaction detail, the contact column should be in there so we can sort per contact and analyze the contact's gst application consistency. This is very beneficial in terms of reviewer task.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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blocked bank accounts
Similar to how the TFN is blocked out on tax returns - can the same be done for client bank accounts on the tax returns?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Ability to "Go to Xero" from XPM search
When XPM search finds a client, you can click the arrow > to the right of a result to view the client's name, basic contact details, enter time, etc. For clients that have a linked Xero file, it would be great to be able to click "Go to Xero" from here as well.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Need ability to add manual transactions to NZ tax return (eg. expected penalty)
Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.
We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).
At the moment it looks like we can only edit the pdf which is very disappointing...
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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manual IRD data refresh nz
Please make it possible to do a manual data refresh from IRD (for a specific client) without having to wait for overnight bulk refresh.
eg. while preparing tax return we discover that a payment made is in the wrong year so move it at IRD. We want to finish the tax return but can't refresh the payments to pick up the change
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Payroll subscription upgrade - grace period
Is it possible to give a 'grace' period when the payroll subscription limit has been reached. It can be quite stressfully for clients when they are trying to post a payroll and need to contact the subscriber to update the file. In most case the subscriber is the accountant and if they are unavailable or it is outside of work hours, they will not be able to post payrun. A Grace period would allow them to post the payrun and have until the following payrun to arrange a file upgrade
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Top Customer
Suggested improvements to Receivable Invoice Detail - Top Customers report.
The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.
There are two issues with this report:
1) If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.
2) The report helpfully generates a bar chart of the Top Ten customers. This graph would…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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spaces in mobile phone numbers
Please can we have automatic spaces for mobile numbers in XPM eg 0401 589 263
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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NZ Tax - hold tax return until after P1
NZ Tax 50/50 split to automatically prevent INC return from filing before P1 date. When selecting 50/50 split in the XPM Statements area, the INC return automatically drops all P1 payment details from the Income Tax payment schedule. It also suppresses the P1 tax notice from XPM Payments area.
Can it also stop the filing of the Income Tax return until after the P1 due date, or put a warning in the Audit Check that 50/50 has been selected and the filing date is not set.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Check that the Taxable Income in the Tax Return and IR10 Match
Box 29 of the IR10 should match the taxable income per the main income tax return (IR3, IR4, IR6, IR7, etc).
It would be helpful if when running an audit check on a tax return, XPM checks to see whether they match and notifies us when it does not match.
Thanks!
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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When Unlocking a period, an accountant should be able to unlock for their log in only
When doing the year end processes, an accountant should be able to unlock the period for their log in only ie 'unlock for me only' as if the client or others have the same user access, they can change the accounts while we are working.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Unsaved Changes Warning for Conversion Balances
I’d love to see a feature added that helps prevent accidental data loss when entering conversion balances. Currently, if you leave the page without saving, there’s no warning and it’s easy to lose your work. I’d really appreciate a dialogue window that pops up when you try to navigate away with unsaved changes.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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upgrade this block on the Bank Accounts / Reconcile to show more details in the block before needing to click on “More Details”.
Can Xero please upgrade this block on the Bank Accounts / Reconcile to show more details in the block before needing to click on “More Details”. Especially for most banks have the ACB CREDIT PAYMENT before having the reference/description on statement.
This will be very helpful.Regards, Y
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Practice Manager - GST calculation/rounding issue
The Xero XPM system calculates GST for each task being billed, but it doesn’t have a total GST check at the invoice level. As a result, some invoices with round billed amounts—such as $30,000—end up with incorrectly rounded GST, for example, $2,999.99. Xero calculates GST on each line item of invoices and other transactions, rounding to the nearest cent. The total GST is then the sum of these individual line calculations, which can sometimes lead to small discrepancies in the overall GST amount.
While Xero doesn't currently offer a total GST validation feature at the invoice level, we would appreciate…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Edit Link - Not Delete Right Away
Whenever a link is attached in Xero Workpapers, and that link changes or gets deleted, there should be an option to simply edit or replace the existing link — instead of having to delete it and add a new one each time. The current process causes unnecessary delays when preparing workpapers.
1 voteHi team, I’ve got some updates on the Edit Link - Not Delete Right Away feature for Xero Workpapers. This is a confirmed feature for the new Xero Workpapers solution and is currently in development as part of the new Workpapers solution being developed in partnership with BGL and in the upcoming roadmap. The goal is to address a major workflow pain point that was raised directly from customer feedback. The plan is for a phased rollout, starting with Australia in FY26, Updates on the release will be shared through the Xero blog as we get closer to launch. This feature is part of a broader set of improvements focused on enhancing review, collaboration, and compliance within the new platform. ⭐
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XPM - show Annual Leave for Practice staff in XPM
For annual leave, sick leave and unpaid leave - have a link between practice payroll and XPM timesheets for practice staff.
Be able to show booked and taken leave clearly in XPM on the dashboard.
1 voteHi Sasha, thanks for your suggestion.
We've reviewed your idea and can appreciate that this approach may provide greater visibility in regards to practice staff's annual leave. We'cw updated the status to gaining support so that other members can vote and share comments to lend their support to this idea. We appreciate you taking the time to let us know what's important to you and your business.
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