1393 results found
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AU Tax - Consistent rollover of percentages in individual deductions
There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.
In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…
2 votes -
Organisations - Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.2 votesHi Alli, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community team has reviewed your idea, and it is now classified as Gaining Support. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
To make the idea easier for others to find and vote for, I have updated the title to align with our naming conventions.
Thanks again for your engagement!
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XPM | Job Manager - 4 week view
Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?
2 votes -
AU Tax - Warning for tax claim code A
individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?
2 votes -
Hubdoc - Allow Upload Only users to view tags from a common list
Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.
I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…
2 votes -
Ability to add client address details on tax cover letters
on the cover letter just has clients name in addressee box , would be nice to include full addressee details including their address
2 votes -
Practice Manager - Mark a contact as Primary when importing in XPM
This would save having to manually assign after clients/contacts have been uploaded.
2 votes -
Hubdoc - Feature to group/organise tags
Hubdoc tag organization
It would be extremely useful to be able to group or nest tags within Hubdoc. When there are 20+ tags in use, managing the list of tags becomes unwieldy. The ability to organize the tags within groups would allow more streamlined document management. This is especially important for clients that have been using Hubdoc for several years and have organized thousands of documents using Hubdoc tags, but for whom the majority of documents are being stored for archival reasons. For those, all the inactive tags don't need to be on display all the time. Would it be…2 votes -
XPM - Hubspot Integration
Xero Practice Manager integrated nicely with Hubspot for about 10 years. Quitely it's been killed off in 2024 for some reason.
XPM is a major practice management platform, and Hubspot is a major CRM. I don't know why Xero would kill off the integration. But as a practice we need to have the ability to easily market/email etc to our client database. Without an integration in 2025 this is crazy.
The development work would be minimal considering it was already working, and even working with the single client record.
So please turn the integration back on for your partners.
2 votes -
Practice Manager | Recurring Jobs search - Show results irrelevant of special characters
The recurring job search is sensitive to macrons etc so clients are not showing up when you search. This is unlike the client search which picks up the client whether there are macrons or not.
2 votesThanks for your interest in product ideas and sharing on the search for Jobs with us here, Jean. Appreciate why you'd like search results to show whether or not a special character like a macron has been entered for the search.
While we don't have immediately plans around this we'll keep an eye on the interest for this here, and share if any plans are made.
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Job Manager - Ability to adjust column width
jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???
2 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes -
Practice Manager - Filter for GST filing frequency
Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.
This is currently not an option to enter when adding a new client, would be great if you could though.
2 votes -
projects
We are a booking agent and collect revenue less costs from venues , I currently use sales invoice to record sales(settlement) and enter costs as a negative amount that are an expense in my project, Project treats the deductions as a reduction in income not an expense, can this be fixed?
2 votesHi Tara, it sounds like you're using invoices as a single source to record all this information? However, I'd recommend looking into Xero Projects where you'll be able to enter bills for your venue expenses and invoices for the income you'll receive from the project.
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Hubdoc - Delete Button
Naturally, when emailing in invoices and receipts, we end up with extraneous items in the Docs Pane on the left hand side. To delete these, we currently only have a small 'delete' button in the far top right corner, followed by a confirmation message in the centre of the screen.
It'd be great if the UI was updated to have either:
- a delete button closer to the Docs Pane on the left hand side
- some right click functionality, to allow us to delete documents
- some keyboard shortcuts to allow us to process these items much quickerI…
2 votes -
Practice Manager - Auto select 'ATOmate Fee For Service' when 'Deduct fee from refund' is checked
It would be great if you can automate the ticking in of this 'ATOmate Fee For Service' (under client details) whenever 'Deduct fee from refund' is selected on the tax return currently in process. And if in the next financial year's tax return it is no longer fee from refund, 'ATOmate Fee For Service' will automatically be unticked.
2 votes -
XPM | AU Payroll - Notifications when a pay run is paid
It would be really helpful to receive notifications when a client pays their payrun.
Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.
2 votes -
XPM | Recurring jobs - Label place holders
It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.
2 votes -
Xero HQ Insights - P&L Data & Selection options
Hi,
For the Profit and Loss data (Revenue/ Expense/ Net Profit), should be an option to select last month as currently it's bringing up mid month data and comparing with full month information (ie. running the report 20th October and comparing with either full month Sep 2024 or full month October 2024. A lot of clients invoice end of month or after month end so adds little comparison value.
For Cash Balances, ability to select which bank accounts are displayed might be worth considering. Currently showing loans, which skews the information into negative.
AR & AP, ability to show %…
2 votesHi all, I am pleased to announce that you can now run insights as at the end of last calendar month. To find out more on this, please see the updated About client insights in practice tools support article. Thanks again, for sharing this feedback with us, here!
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Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
2 votes
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