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1386 results found

  1. 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

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Hubdoc could read bank accounts and a warning pop up if they differ from that in Xero.

    5 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  3. 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…

    5 votes

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    Thanks 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.

  4. Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.

    5 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    We're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.

  5. It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. 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.

    5 votes

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  7. Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts

    5 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  8. To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only

    5 votes

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    4 comments  ·  Xero HQ  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    While there isn't a direct filter for account codes in Xero right now, you could potentially explore the option to use Contact groups or tracking categories to help sort clients in this report.

    We'll keep an eye on the interest on this idea here, and let you know if there are any updates.

  9. Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.

    5 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  10. Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.

    5 votes

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  12. Enable notes on sole trader accounts

    5 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  13. 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

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  14. 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

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     ·  3 comments  ·  Hubdoc  ·  Admin →
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  15. 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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  16. XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.

    5 votes

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  17. It would be great to be able to attach document and notes t Recurring jobs in XPM

    5 votes

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  18. See CX0014786193 and
    CX0014195990

    1/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?

    2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?

    3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. I have recently started switching clients to the New BAS Experience - Full BAS.
    I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
    I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
    The only way to get the report to update is to hit the refresh on the web browser.
    This is another case of removing functionality.
    Please make the report auto update, like it…

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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