1341 results found
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UK Tax - Group Company Structure (Consolidated Accounting)
Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
If so, would this also include VAT group filings?Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?
6 votes -
Practice Manager - Email Template for sending invoices
We would like to have the option to set up a template for emailing out our invoices from XPM. At the moment we are having to manually type the email.
6 votes -
AU Tax: Activity Statement - Ability to clear failed statements
Failed Activity Statements appear to be unable to be cleared so continue to sit as an action item.
Need to have mechanism to clear as lodged rather than having continue to sit as an item needing action forever.
6 votes -
Practice | Payroll - Top level Reports across all clients
It would be great if we could have access to reports that included all our clients with Payroll into one. E.g. I would like to be able to create a single report that captured all the employees from all account subscriptions we manage so I can see what their hourly rates are so I know who needs an increase when the minimum changes. Currently I need to create that report individually whereas the likes of Paysauce have that top level reporting to include all our subscriptions in one.
6 votes -
Practice Manager | Search - Ability to Create job
To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.
6 votes -
Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule
Ability to move negative comparatives into a different lead schedule.
Purpose: To make the lead schedules consistent with the layout of the accounts.
6 votes -
Client Insights - Ability to export to Excel
Client Insights - Exporting to excel for further analysis (e.g. by manager)
5 votes -
Xero HQ | Client insights - Freeze/floating headings
Can the headings please become sticky in Client Insights ?
5 votes -
Practice Manager - Milestones option to view at the top.
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 -
Detailed Profit and Loss and Balance Sheet report in one click
A report function where we can generate a detailed Profit and Loss and Balance Sheet report in one click. It's very manual on the current set up where we generate this from Account Transaction Report. This will help us to generate a more accurate report and make our job much easier.
5 votes -
Xero HQ - Add multiple organization to one client record
Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.
5 votes -
XeroHQ | AU Payroll - Report or View STP Unfiled Pay runs
It would be good to be able to run a report of all Xero clients that have unfiled STP, or be able to view at a glance on XeroHQ. This would assist in making sure clients are meeting their compliance obligations quickly rather than go into every client to look at the Payroll Overview.
5 votes -
UK Tax - File historic tax returns through Xero
It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.
5 votesHi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.
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Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper
Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).
5 votes -
XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
5 votes -
XPM - Notification of draft invoices
It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.
Probably just one email per day so they are not being spammed!
5 votes -
Xero Tax (UK) | Notes on sole trader accounts
Enable notes on sole trader accounts
5 votes -
XPM - Edit Job State field from a report
Make the Job 'State' an editable field when running report.
It would be helpful to have the ability to update the Job 'State' from a report.5 votes -
Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
5 votes -
XPM - Ability to bill more than the WIP with write-on, but carry credit forward.
XPM Billing - Ability to bill more than the WIP without WIP write-on.
If XPM allows carrying credits forward for future use against more work in the future, similar to other traditional practice management software, that would be great. For example, Once we completed the job, we sent out the work with our invoice. If we can carry credits of an hour or two for clients to review the work, discuss and send back the signed copy, lodged & sent assessment etc. This additional time can be offset against the credits that we billed more than the WIP so we…
5 votes
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