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1346 results found

  1. When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.

    1 vote

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  2. Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing

    1 vote

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  3. In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)

    8 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. 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 clients

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!

    We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.

    Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.

  6. Customer payment with stripe not linked to invoice number. Unable to identify customer payment related to invoice for reconciliation.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  7. 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 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi 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

  8. Can the headings please become sticky in Client Insights ?

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. 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 Fund

    Noting 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 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  10. On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.

    We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.

    Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.

  11. 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.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  12. Would it be possible to freeze the header row on the screen when running reports.

    2 votes

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    Hi 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.

  13. Please add SA801 Property Income Pages to the Partnership Tax as we have a few partnerships with rental income.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi all, thanks for sharing your feedback on this as an idea. Our team are currently working on developing SA801 Property Income pages within Xero Tax(UK). I'll be back to confirm once this available, here. 🙂

  14. When creating a new client the duplicate TFN warning should also apply to Archived clients.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

  15. 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 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  16. 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

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  17. 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

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    Hi Emily, thanks for sharing this fantastic suggestion for improving the invoicing workflow in XPM. We can see how having more direct visibility of costs would make billing decisions much easier.

    We've reviewed your idea to add a calculated 'Cost' column on the screen when reviewing task postings to be invoiced. We understand this would help you better judge what to invoice and how much for at a glance.

    Your suggestion is now ready to gain support and feedback from others in the community. Along with votes, other users can now share how having this cost visibility would impact their own billing and WIP management processes.

  18. 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

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    Hi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.

    We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.

    Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.

  19. 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 vote

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  20. Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.

    5 votes

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