135 results found
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Hubdoc App - ability to add a note
Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.
262 votesHey community - just a quick note to let everyone know this is now live 🎉
Last week we rolled out an update to Hubdoc for all users, that allows you to add notes to uploaded documents!
You can read more about this update over on our "Xero product releases" page.
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Practice Manager | Clients - Ability to re-use Contacts
Ability to have one contact record link to multiple client records like a true CRM system would.
Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.
217 votesHi everyone, we're excited to let you know that you can now add a contact to more than one client🙂 -
See our instructions on how to reuse contacts in Xero Practice Manager, on Xero Central.
One point to note is that currently, we don't recommend editing or deleting an XPM contact shared between multiple clients using an external app.
This is our first step towards empowering you to have a more efficient contact list management and maintenance. We’ll continue to enhance the contacts functionality in XPM and later this year(2023) we plan to release an update to help tidy up your contacts in bulk.
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AU Tax Estimate - Trust Tax Return
Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.
Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.
173 votesHey community, thanks to everyone that added their votes and feedback to this idea!
Understand that previously, determining the estimated tax payable by the trustee of a deceased estate involved a bit of manual calculation work. I’m happy to confirm that this can now be calculated from within Xero Tax.
For the steps to calculate this, and a bit more info, we've updated our Xero Central article ‘TRT – Cover and Income sections’
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Xero HQ - Hold placement on client list
stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'
160 votesHi all,
We've made changes to the client list - you can now sort the client list using all the columns. You can merge or add clients to groups from the list page, and choose how many clients you would like to view per page.
Pleased to say that this specific idea is now released 🎉 Whether you've reloaded the page or navigated to another page and returned, you can expect that the previous page, filter or search is preserved.
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Practice Manager | Client record - Show preferred name
We have a number of clients who have a preferred Name other than their legal name. Whilst we can only put in their legal name (for the preparation of their returns) it would help our staff and the rest of the team to be able to put in their 'PREFERRED NAME' so that it showed up in the main contact area in XPM so that they would know to call the client by their preferred name rather than their legal name. A lot of clients get upset if you dont call them by their preferred name.
116 votesHi everyone, back with an update 🙂 As some may have seen on our Blog on 8th Nov we introduced a new field for individual and sole trader client types - Display name!
This is an open entry field, and enables you to enter your preferred client name that’s shown when searching for clients in XPM and HQ.
The Display name will become mandatory for individual client types with the First and Last Name fields becoming optional.From this date, for individual and sole trader client types;
Existing - When you edit an existing individual client type you’ll be able to change Display name to what you prefer without touching First and Last names.
New - When adding a new individual client type, you’ll have full control to enter the client Display name and First and Last name.
These changes are all steps toward providing a single source of truth… -
Xero Tax (AU) - Distribution from Managed Funds worksheet for TRT
Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.
76 votesHiya everyone, this is now possible with the introduction of the Trust Income Schedule that's been made available through Xero Tax in Australia!
You'll find if a trust or beneficiary relationship has been set up in the client’s screen, these distributions save automatically from the trust return into the receiving return’s Trust Income Schedule - Read more on our changes through Xero Central.
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Hubdoc - differentiate credit notes from bills
Current Hubdoc behaviour is that the user must choose a single default document type per vendor and all documents for that vendor are treated the same. So if a credit note is uploaded for a vendor that usually sends bills, then that credit note is loaded to Xero as a bill.
It would be good if Hubdoc could differentiate between different document types for the same vendor.75 votesWe've reached a milestone! - Hubdoc credit note detection is now available to all Hubdoc users globally who are connected to Xero or QBO!
As mentioned previously, when detected Hubdoc will flag the document for your review, from which you can Publish as a credit note.
Thank you all for your feedback and contributions to this idea 😁
- Xero Blog - Hubdoc can now detect credit notes automatically
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Financial Statements - tick to remove notes - not delete
Financial Statements: Offer a tick option to select or deselect individual Notes, rather than having to re-write individual Notes, if they have been deleted previously.
69 votesHey community, just popping in to deliver this idea 🎉
Thanks to everyone that shared their feedback and suggestions in the comments. You’ll now have the option to 'hide' a note to financial statements, instead of removing it.
This means that rather than deleting notes that aren’t applicable, you can instead retain them for future years where they might be more relevant 📝
I’ve attached a screenshot to show this in action, and you can jump in to your Financial Statements from today to try it out!
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Management report - Ability to change dates of individual reports
Can you please amend the MANAGEMENT REPORT to have the ability to CHANGE DATES for an individual report in the Report Pack.
Does it have to have the same date for every report page in the report pack? Almost every single month I need some accounts for the CURRENT MONTH, and others for the YEAR TO DATE, or for a DIFFERENT PERIOD, but every time i change ONE DATE, , EVERY SINGLE REPORT CHANGES. It';s just AWFUL.61 votesHi community!
Thanks to everyone who shared their feedback on this idea, and took the time to connect with our design and product teams for interviews 😊
Based on this feedback, we’ve rolled out a change to the Management Report pack.
By default, the dates for individual reports will still align with the date range of the pack. However, you can now click ‘Manage dates’ to set the dates for individual reports in the pack.
See the attached GIF for an example, or get started with the feature yourself, by following the steps in our Management Reports article.
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Option to remove the "Date" in Footer of Advisor Published Reports
Can you please update Advisor Published Reports to have the option to not print the date in the footer.
Very annoying that Xero makes changes without providing an option (tick box) to not show dates in the footer of our final product to the client (Financial Statement templates) and are now forced to just live with this enhancement we did not want. Fine to be printed on other reports.
58 votesHey community - thanks to everyone that shared their feedback on this idea.
As you might have noticed, this was a change made in response to our other highly requested idea 'Reporting - Show date and time stamp report was run'.
However, the feedback from accountants and bookkeepers has been that this feature is not necessary for published reports. As such, we've gone ahead and turned off dates in the footer of published reports.
You'll still have access to date stamps in all your other reports, but they'll now be removed when a report is published.
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XPM | Job Manager - Search list by client
Search job list by client, at the moment you have to scroll through the job list to find the job you are looking for, which when the job list is very large this is frustrating. It is easier to go to clients, search the client, then go to the jobs list. But this is not very time effective when you know what you are looking for or just want to check if there are jobs in there for a certain client.
58 votesExcited to share that along with my recent update on the ability to filter by client, you can now search by client from the Practice Manager All jobs table!
Typing a client name in the search field will now show you a list of jobs related to a client.😁
Thank you all for your support and sharing on how we could improve your experience when using Job Manager for your Practice.
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Hubdoc - Memorise multiple line invoice
Ability to memorise the configuration of previous multiple line invoices.
Purpose: To save time from having to enter the details of a similar invoice before the user publishes the document to Xero.
57 votesThanks for your support here, everyone. With Hubdoc we've just introduced a way for you to save configurations for documents with multiple lines, to help you create transactions in Xero faster and save you time from entering data.
Now, when you publish documents with multiple line items into Xero you'll see a button to copy item details you entered last time - 'Add last items'.
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AU Tax - Trust tax returns | Foreign income should flow through to ITR and CTRs
Currently, only some distribution amounts flow automatically from a Trust tax return to the Individual and Company beneficiary returns, and others have to be manually entered. There is also no clear area to enter these items into the individual and company returns.
This leaves room for error and causes efficiency and quality issues.
Our previous system handled this very well. It had a specific schedule for this type of distribution income.All distributed amounts, including capital gains and foreign income should be auto transferred to the correct labels into the beneficiary tax returns.
56 votesHiya everyone, we have just released changes for 2024 tax returns. As part of this we're pleased to share that for the Trust Income Schedule foreign income and Capital Gains Tax events will now distribute from the trust return into non-individual tax returns. 🎉
Thank you for all sharing and engaging with us in the idea, here.
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Xero tax(AU) | ITR - Add estimate disclaimer
Add an additional dot point to the Individual Return tax calc disclaimer:
. This assessment does not include Division 293 tax that might apply to taxpayers where adjusted income exceeds the Division 293 threshold. Where applicable, Division 293 tax is charged at 15% of certain superannuation contributions.47 votesHey community, thanks for raising this as a Product Idea!
Earlier this year, we added in a warning for users affected by either Division 293 or excess super contribution tax.
This warning will appear on the print outs of estimates for returns from FY23 onwards.
You can read a little more about this on our Superannuation Contributions worksheet article over on Xero Central.
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Xero Workpapers - Xero Hotlink to link to new Account Transactions report
The Xero Hotlink button should open an Account Transactions (new) report for that account rather than the old Transactions report, for many many reasons.
44 votesThis is now live🎉
You can find the full release details over on our 'Xero Product releases' page.
Hotlinks in workpapers will now connect to the new reports in Xero. If a workpaper links to the Account Transactions, Bank Reconciliation, Aged Receivable Detail, Aged Payable Detail or Fixed Assets Reconciliation report, you'll be able to use exciting features that will help you get quick access to answers and streamline your financial analysis.
Thanks again for all your feedback around this idea
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AU Tax | Company Tax Return - Partnership & Trust Distribution Worksheet
It would be good to have a version of the "Partnership and trust" worksheet from the individual tax return in the CTR as well. This would make it significantly easier to enter the correct amounts at 6D and 6E.
Having the appropriate amounts entered in the worksheet flow through to the capital gains schedule and the franking credits section of the calculation statement would also be advantageous as it would remove a lot of manual work associated with these items.
39 votesHey team, we've recently introduced the Trust Income Schedule in Xero Tax(AU). With the Trust Income Schedule if a trust or beneficiary relationship has been set up in the client’s screen, these distributions save automatically from the trust return into the receiving return’s Trust Income Schedule - You can find out more on these changes on Xero Central.
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AU Payroll Employee Summary - Filter by Employee Groups
Went to filter my Payroll Employee Summary by employee Groups to show my Apprentices income for Payroll Tax Reporting and it's gone? Why? I've got to say it's getting really irritating that Xero features keep being removed overnight.
A suggestion - do not remove a feature and replace it until the new function does at a MINIMUM the same standard of functionality that was previously offered. Otherwise you're going to get alot of annoyed and fed up paying customers.
FYI - it's not hard for us as an accounting practice firm to migrate away from Xero if you continue to…
31 votesHey everyone, we appreciate your feedback and hearing what our customers need most when using this report.
Following the release of the new Payroll Employee Summary report found under the Accounting > Reports menu, we have done a recent update to enable the ability to filter by Employee Group. -
AU Tax | ITR - Managed fund distribution worksheet - discount capital gain prefilled incorrectly
Re Managed fund distribution worksheet, the field 'Current year capital gains - Discount method (Grossed-up amount)' was prefilled incorrectly.
It's prefilled with net amount instead of the grossed-up one, results in validation error, need to manually edited it.
It could be great if xero can fix this, thanks :)
24 votesHi team, apologies for not returning to this idea sooner. You'll find the Managed fund worksheet now has the ability to state whether the capital gains is reported as Gross or Net which will allow the Capital Gains Tax worksheets created to be correct.
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AU Tax - Ability to Customise / Edit Cover letters
To have the ability to customise/edit cover letters in Xero Tax.
Purpose: This will make clients who have different trading names and legal names can easily edit it.
23 votesHi everyone, sorry we've not caught this one sooner. Right now it is possible to customise Cover Letters in Xero Tax! This can be done through the use of docx. templates and Microsoft Word - See help on this in Xero Central.
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Xero Tax (UK) - Sort and filter Dashboard
It would be helpful to be able to sort and filter the Xero Tax dashboard so you can, for example, only view the outstanding tax returns.
Currently, the order that clients are displayed is random - By tax year and alphabetically would be better
21 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We have recently rolled out Tax Manager in the UK 🎉
Tax Manager consolidates Company accounts, corporation tax, personal tax and VAT filings into one manageable dashboard which can be sorted by;
- Client name
- Client reference
- Tax type
- Status, and
- Submission due dates
Using Tax Manager within HQ also offers several filters to drill down on work in progress and upcoming deadlines for each tax, the financial period, due date and their status.
For more information check out our blog here.
Thanks again for your feedback. We know this has been a highly anticipated feature for community and we appreciate your contributions.
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