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  1. When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.

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    0 comments  ·  Hubdoc  ·  Admin →
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  2. Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback and sharing with us through the idea here, Zoë.

    It'll be good to get a gauge of the community support through your idea here. We don't have any plans for adding top slicing relief on an insurance bond gain atm, but we'll share if there are any changes for this made.

  3. Would it be possible to match a VAT payment or refund to a VAT return?
    This way we could easily manage the status of VAT payments?

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    0 comments  ·  Xero Tax  ·  Admin →
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  4. Option to import historical TBs monthly instead of annually.

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. see CX0015898344
    I was told that when you create a job for client A, you can only create CURNN for client A.

    We are unable to make CURNN for client A's association - such as their spouse, their business (company, trust, partnership, etc) or any client in client A's group.

    To do a CURNN for client A's spouse, i would have to create a job for the spouse then create the CURNN.

    1 vote

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    Thanks for your feedback here, Christopher. Appreciate you have also shared detail around this with our specialists at Xero Support, however just highlighting that ideas in the forums here are for the community to support any detail you can provide through the idea directly here will also help other community members understand and support your ideas.

    We don't have any immediate changes around this planned, for now you'll want to add a New CURNN to each individual client. We'll continue to keep an eye on the community support for this here,.

  6. Please could we develop Xero Tax to be able to recognise UK Public Listed Companies (PLCs) and have the ability to file Corporation Tax returns through Xero

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  7. If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.

    Please add the name of the client after the insertion of the "job name" field of the job in the subject.
    If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…

    1 vote

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  8. Please add an option in collaboration to show active only or ALL jobs.

    We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.

    1 vote

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  9. We would love a client report showing the Industry as it is in the Xero Organisation Settings.

    Currently the report gives the Main Industry classification but not the Sub Category.

    For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.

    Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Gay. We appreciate you taking your time to share changes that would be most meaningful to you.

    This is something our product team are taking a finer look at, so I'll let you know if there are any updates to share.

  11. Can I have Xero Practice Manager for project?

    1 vote

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  12. Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document

    1 vote

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  13. 1 vote

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  14. I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.

    1 vote

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  15. Ability to drag and drop PDFs into document packs.

    1 vote

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  16. Improve multi currency capability of XPM.

    Currently, XPM only caters for invoicing out in the base currency and so invoices are done out of Xero. When it compes to KPI reports out of XPM, the info is all wrong. Invoice amounts pull through in invoice currency and not base currency, where as time is calculated in the base currency, these are incorrectly picked up as over and unders. Since there is no way to see what currency the invoice is in, reports from XPM are quite useless and differ significantly to profit reported in Xero for entities that invoice in…

    1 vote

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  17. Allow for credit card credits to be posted as negative expenses. This will permit matching in QBO bank section. Currently credit card credits are not matchable and cause confusion with client staff unaware of what to do with these orphan transactions in QBO.

    1 vote

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  18. In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.

    If client files can then be sort by the indicator to then extract a list for action.

    In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.

    1 vote

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  19. I have recently subscribed to Sharesight for my Super Fund share portfolio as it integrates with Xero. Sharesight doesn't handle multicurrency bank accounts well but it does sync bank statements from Xero so by using multicurrency bank accounts in Xero and them syncing them to Sharesight the value is added to the portfolio valuation and the historical cost is handled correctly in Xero. Sharesight offers Xero Cashbook plans to their subscribers but I am sure there would be more subscribing if they could have multicurrency as I have seen a lot of subscribers complaining about not been able to use…

    1 vote

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  20. XPM - calendar view rescheduling

    Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.

    1 vote

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