1367 results found
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Enable Rollover of Dividend and Interest Schedules for Non-Client Shareholders in Xero Tax
Enable Rollover of Dividend and Interest Schedules for Non-Client Shareholders in Xero Tax
15 votesThanks for submitting your idea on Xero Product Idea's. 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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VAT reconciliation report in the reports section.
Hi there, could Xero please add a VAT reconciliation report to the reports section where we can reconcile each VAT period's VAT payable/receivable to the VAT control account. This would make the VAT reviews and VAT reconciliations at year end so much easier and faster.
2 votesThanks for submitting your idea on Xero Product Idea's. 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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jobs column
Could you please add Jobs in the column selection for when looking at a suppliers transactions.
1 voteThanks for submitting your idea on Xero Product Idea's. 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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audit on suppliers
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.1 voteThanks for submitting your idea on Xero Product Idea's. 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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Shared CGT Worksheet
Hi Xero Tax,
At the moment you don't have the function to transfer CGT Worksheet or schedule for shared assets (rental property, share portfolio) from one client to another, both using XERO Tax for Tax Returns, once choosing the relevant client and put in the ownership %. It would be more efficient to add this function in. It is similar to shared rental schedule to transfer data across to another owner
1 voteThanks for submitting your idea on Xero Product Idea's. 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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country search
In this forum can I have the option to hide country specific suggestions that relate to another country? Being in the UK I do not care about NZ or AUS or US or anywhere else issues. I am only bothered about issues that effect my country or are generic across the world
2 votesThanks for submitting your idea on Xero Product Idea's. 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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Show source of transaction in transactions by VAT Box tab
When downloading a VAT return, it would be great if there was the functionality to show the source of the transactions in each box (e.g. receivable invoice, payable invoice etc), rather than just the reference. This would allow easier spotting of any 'outliers' such as bank receipts posted to box 1, rather than receivable invoices, which would be generally more 'risky' as an error.
2 votesThanks for submitting your idea on Xero Product Idea's. 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 - Allow multiple customers to be invoiced on one invoice
XPM - add the facility for one invoice to be raised for mulitple customers.
We have one holding company for mulitple companies, that wants only one invoice for them all2 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 - Stop importing invoices into XPM for non clients
Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.
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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Report Builder Fields - fields from Tax Return Data
It is not currently possible to pull a report of all clients that have Franked distributions (field U) and Franking credit (field D) on their tax returns. As the ATO has released a new area of focus on franking credit trading rules known as the '45 day holding period rule' we would like an easy way to track and highlight companies that could
16 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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Depreciation Schedule - Adjustable Columns
Be able to expand or reduce the size of a column in the depreciation schedule.
We are finding when we add extra columns it is making the depreciation method column really large and you cant adjust it. Making the page stretched across longer that it needs to be.See attachment as an example.
1 voteAfter some testing, we discovered that downloading the file in Excel or Google Sheets format and then saving it as a PDF reduces the column size. While this may not be ideal, it can serve as a temporary workaround.
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Practice Manager - Single Dashboard access all practice tools
It would be lovely if a practice could acces every required platform from the Xero dashboard. Including where one can keep an eye on the practices status and points.
2 votesThanks Ben, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Subscription & billings - Show active Trials
Can we please have a filter in the Subscription & Billing tab to show active trails. Currently you can only filter by Active or Cancelled.
1 voteHi Megan, thanks for sharing your idea in the forums here.
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.
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UK Tax - For CT600 box 326 to be left blank but be a compulsory field
I think to reduce the risk of associated companies not being included in the CT600 in error box 326 should be left blank by Xero but compulsory so that that the return can not be generated without it.
The same warning you get if trying to complete without boxes 975.7 votesThanks, Gemma, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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Recurring task under Xero Project
Enable a recurring function for task under Xero Project.
1 voteHi Daphne, just to double check you're referring to tasks within the Xero Projects feature in blue Xero? I notice you've added your idea within the Xero HQ category so just wanted to check this wasn't related to Job Manager in Xero HQ instead? Reply to my update here to confirm. Thanks
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Report Templates - Add Tracking summary report
add more reports into report template, for example payroll report and tracking summary. Thank you.
59 votesHi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.
While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks
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Request to Enable Proposal and Estimate Sync from XPM to Xero Accounting
I’m reaching out to request assistance regarding a feature enhancement for Xero Practice Manager (XPM). Currently, XPM allows invoices to be pushed seamlessly to Xero Accounting (blue), which is incredibly helpful. However, I’ve noticed that proposals and estimates created in XPM cannot be pushed to Xero Accounting in the same way.
I would like to request that XPM be enhanced to support the ability to push proposals and estimates directly to Xero Accounting. This functionality would allow clients to take advantage of Xero blue’s interactive features—particularly the ability for clients to simply click a button to mark a proposal as…
2 votesAppreciate you attaching a screenshot to demonstrate your flow here, Badi. Just wanted to check as this is a public forum there's nothing sensitive in this that you wouldn't want others to see?
Can understand why you'd like to enhance the sync of information and save time in adding these manually in Xero blue.
Not something we have immediate plans of but we'll start collecting community interest for this through your idea and update if there are any plans made.
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XPM - Set date to run Aged Debtor Report
Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability…
4 votesThanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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AU Tax - Default refund account type to client
AU TAX - Default EFT account type to CLIENT
Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.
It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.
6 votesThanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience
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UK Tax - Other allowable expenses for tax comp
Option for 'Other allowable expenses' in the tax comp to allow the depreciation on assets purchased as a finance lease as capital allowances are not reclaimable but depreciation can be deducted.
2 votesThanks,Charlotte, for sharing your idea!
We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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