1321 results found
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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 vote -
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 vote -
XPM - Change dashboard
It would be great if we were able to design the XPM Dashboard with information that we require.
1 voteThanks for submitting your idea on Xero Product Idea's, Tracey. We appreciate you taking your time to share changes that would be most meaningful to you.
Out of interest is there any particular information that you would want to add here?
We'll start to track support your idea receives from the community.
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XPM - Link multiple jobs to invoices
Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate
1 voteThanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.
We get a sense of the community interest from support on your idea, here.
You can find out and stay updated with all Xero releases on Xero Central.
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XPM - Clients show all jobs for groups they are a part of
When you go into a client and enter the jobs tab, there is no job for that client even though they are part of the group that there is a job for and that client is included within that job. The job only shows for the single client where the job is created.
The jobs tab already includes sections for active jobs and archived jobs. It should also show a section for jobs assigned to other clients within its group.
1 voteThanks for submitting your idea on Xero Product Idea's, Peter. We appreciate you taking your time to share changes that would be most meaningful to you.
We'll get a gauge and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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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 vote -
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 vote -
XPM - Mandatory notes in timesheets for billable jobs.
Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.
This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.
This means no missing information and clients can be billed correctly.
1 vote -
XPM - Generate new client record via ATO Pre-fill Data
In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.
This process typically involves:
- Adding the new client to the ATO portal.
- Downloading the pre-fill XML file directly from the ATO portal.
- Saving the downloaded XML file to a local directory.
- Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
1 voteThanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.
Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.
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AU Tax - Lodge early CTR for Substituted Accounting Periods
Being able to lodge an early CTR for companies with "Substituted Accounting Periods".
1 voteThanks for submitting your idea on Xero Product Idea's, Anthony. We'll start to track support in your idea from the community, here.
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AU Tax - Allow CSV/XML Import into Returns from External Form Tools
Allow CSV/XML Import into Xero Tax Returns from External Form Tools
Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.
Thanks for considering!
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
It'd be good to also understand the particular external systems/tools you're using that you're wanting to import from.
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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 vote -
deposits
When making deposits in Xero - can we have the ability to add tracking code categories please?
1 vote -
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 vote -
Xero HQ | Merge client - Expand pop up
Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.
1 voteThanks for submitting your idea on Xero Product Idea's, Melissa. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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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 vote -
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 vote -
Xero to create a template that splits the invoice into two codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
1 voteHi Ami, would this be for a repeat invoice template? Or could you provide a bit more detail about your how your business would use this, or a typical scenario you need this feature for?
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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 vote -
Hubdoc Statement Warning
Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero
1 voteGood to hear that you find the Credit Note warning useful, Gayle. We don't have any immediate plans for adding the same for statements but we'll get a feel for the interest from your idea here.
- Don't see your idea?