15 results found
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Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their 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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UK Tax - Entry for Payment on account BEFORE 31st July Uk
Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.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 should add a filter option in Xero HQ to get a list of clients those who are paying wages.
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
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 Central Topics - Adding a Video on Demonstration
Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.
If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.
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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Changing personal tax code
ability to change tax code in self assessment. some clients have different tax codes to the standard. It would be helpful to be able to edit the tax code if you know this
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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Income & Expenditure
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 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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show detail for rounding transactions when clicking on it from account transactions
From the account transactions report for the Rounding account, clicking a transaction just loads the dashboard, it would be ideal if this took you to the transaction which includes the rounding adjustment, i.e. the detail for the reconciled bank statement line
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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Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
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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deposits
When making deposits in Xero - can we have the ability to add tracking code categories please?
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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Show Client Managers and Job Managers on main recurring job screen
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 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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aged receivables report to include notes
Aged Receivables Detail Report - could the notes for invoices be included as a tick box under the columns. This would allow a quick reference point to see how many times the customer has been contacted regarding requests for payment and then allow for the conversation with the client re debt collection processes.
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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General Ledger Summary report - Comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
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 Templates | Define a custom naming convention for custom reports
I would love to have the ability to define and enforce firm-wide custom file naming conventions for reports generated using custom templates within Practice Reporting and Xero HQ.
Currently, exported reports are named using a generic default (e.g., CompanyName_ReportName.pdf), with no option to set naming rules at the firm-level. For firms managing multiple clients and maintaining standardized file systems, this can create inconsistency.
My ideal solution would allow each custom report template to include a predefined naming convention which would be applied automatically when reports are exported.
For example, we prefer:
Balance Sheet MM.YY – ClientName
Income Statement MoM MM.YY…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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Workpapers User Access - Job roles
The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial…
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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Workpapers User Management centralisation in XPM/HQ
Workpapers Practice Staff Management is not integrated with XPM/HQ. User access should be manageable the XPM so that all Xero owned products Practice Staff access can be managed in one area. This would allow practices to control their staff in one place, rather than having to add and remove staff separately in the Workpapers App.
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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