Skip to content

For accountants & bookkeepers

For accountants & bookkeepers

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1282 results found

  1. I would like to set an 'auto archive' rule at a supplier level. This would be useful for expense which have a bank rule set up in Xero. Eg Xero subscription bills, other subscription invoices.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. why can't Xero resolve this. I assume it will be worked on to provide full functionality afterall it is common for companies to buy electric cars.

    We have an update from our product team:

    'On the Capital Allowances screen they can claim FYAs (add the addition line and in the FYA drop down choose standard) but the amount will be included in box 705.

    "We don’t currently populate box 726, zero emission cars. If this applies, an HMRC note can be added on the CT UI. The HMRC note box is found at the top to the right of the…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. While mapping accounts today, I discovered that you can map ALL GIFI codes, even those that are calculated in Taxcycle. This causes an issue when you import, as the calculated lines don't import and just disappear.

    Perhaps talk to the people in Taxcycle to update the filter/list to exclude calculated GIFIs.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Build in the ask functionality in XPM and link it to a query

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Some sort of link for each partner so we can have clients sign up with us directly from our website. Alot of my clients sign up for all my services from a link on a website. This would be very beneficial in my opinion. See this one for example with zoho books.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. How can I make the client and detail columns wider. It is very restrictive as I cant fully see the client code and description. I know this is a Xero development issue but it would help a lot. It is really convenient to bill from this screen. Also I arrange the clients alphabetically, and when going into a client and see what to bill, when i go back to the WIP list it defaults back to sorting by value.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. I don’t want to leave feedback

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. I reckon Xero HQ - client group is an excellent avenue for sending bulk information, or request information, however, apparently when generate a new Bulk Query for the group, it's becoming difficult to allocate the particular group. the XPM group information sync with Xero HQ, in our instance, there are over 350 groups, and the search function for the group, appears is not working.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Recurring job screen in XPM is too narrow. Can't see all of the job name or full dates. Would be good to fill the screen to allow more information to be visible rather than having to click in to each job.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Please link the phone numbers in XPM so that when they are clicked they open up our VOIP phone system like it does in Google or many other programs.

    This would save a lot of time and wrong number calls.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Xero software
    It would be nice to have VAT reconciled column to say Reconciled Yes/No or VAT reconciled period.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. When running reports, the ability to filter and display employee fringe benefit contributions. Currently only available on partnership returns - should also allow company & trust forms.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Regarding XPM > BUSINESS > SETTINGS > IMPORT

    can you make the function similar to blue xero bank feed import? Namely,
    - in blue xero, it gives you a preview of what the import file will look like on the bank account before clicking import?

    • one time i mixed up the job name with the client name field. and instead of warning or coming up with the error, it just created new clients upon import. I had to delete so many incorrect clients created from that job import
    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. to add a column to your reports with blank fields to enter figures of my choosing

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Please improve the spouse link as there has been several times where the spouse income details are not populated in the tab CX0015092095

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 1/ we want a green xero report showing
    - relationship (director of, partner of, etc)
    - green xero tax refund/payable
    - noa refund/payable
    - noa received or not
    (CX0015092225)

    2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)

    3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)

    4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site. 

    Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community. 

    For your idea on adding more fields to the report - we have another here that you may like to also join and vote on. 

    I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager. 

    I welcome you to create individual posts for your other 2 ideas here also. 

  18. In tracking summary we can compare revenue and cost if we are using the tracking category as a cost center for any EPC work. Right now there is no option in xero for this reporting.

    In the attached file we have details of cost of sales but no revenue details for the specific job. We can add a column or give a option in the layout edit to add the ledger or group in column to compare.

    It would be helpful to track the revenue and cost of a project with this feature.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.

    However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.

    Is it possible to make all the jobs in the "From" client's group appear first…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?