63 results found
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…39 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Being able to favourite items from the report settings
Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites
14 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Invoice Templates by Client Type
It would be really helpful if invoice templates could adjust automatically based on client type, instead of having to create and assign multiple templates manually.
For example:
1. Individuals and Partnerships would include the 'Attention' field, but not include the 'Contact Name' field
2. Company invoices would include the 'Attention' field, but not the 'Contact Name' field
3. Trusts, SMSFs, and Charities would include both the 'Attention' field and the 'Contact Name' fieldThis would save time, reduce errors, and ensure invoices are always addressing the legal entity correctly for each client type.
Thanks for considering this improvement!
14 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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SMS Option for Sending BAS for Signing
We'd love to be able to have the option to send an SMS to a client for BAS signing
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediatel
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Implement Accounting Periods
Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Client Verification via BGLiD links through to XPM
It would be great if when a client completes their BGLiD verification, that that data can go back to XPM and complete the Client Verification section. Would save a lot of time & reduce the potential for entries being missed.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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spaces in mobile phone numbers
Please can we have automatic spaces for mobile numbers in XPM eg 0401 589 263
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Move to button on the Xero inbox files update
Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents.…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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NZ Tax - hold tax return until after P1
NZ Tax 50/50 split to automatically prevent INC return from filing before P1 date. When selecting 50/50 split in the XPM Statements area, the INC return automatically drops all P1 payment details from the Income Tax payment schedule. It also suppresses the P1 tax notice from XPM Payments area.
Can it also stop the filing of the Income Tax return until after the P1 due date, or put a warning in the Audit Check that 50/50 has been selected and the filing date is not set.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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When Unlocking a period, an accountant should be able to unlock for their log in only
When doing the year end processes, an accountant should be able to unlock the period for their log in only ie 'unlock for me only' as if the client or others have the same user access, they can change the accounts while we are working.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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upgrade this block on the Bank Accounts / Reconcile to show more details in the block before needing to click on “More Details”.
Can Xero please upgrade this block on the Bank Accounts / Reconcile to show more details in the block before needing to click on “More Details”. Especially for most banks have the ACB CREDIT PAYMENT before having the reference/description on statement.
This will be very helpful.Regards, Y
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Return to bills to pay list, directly from your last bill payment
Can you create an option to return to the Purchases Overview list page, after having created a Transaction: Batch Payment?. It is laborious to press the back button several times in order to get back to the list of bills to be paid.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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See the partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address.
We would just like to be able to see the Partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address instead of having to go into each client to get this information. Especially useful for new admin staff who need to allocate various correspondence between multiple Partners.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of hte page
Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of the page each time when editing client details.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Manual journal editing - add auto-reverse date
When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:
1) Accidentally posted journal as a standalone journal and want to then make it…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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NZ Tax - import beneficiary schedule details and trust disclosure figures.
It would be great to have the functionality to import beneficiary schedule details such as current account transactions/balances and also import the figures for trust disclosure requirements.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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ooking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS
Looking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS). This needs to be linked to the ATO. (some of these clients are new to needing to complete AS).
We are currently using MYOB for this feature.
Attached is a sample (this report does to PAYG etc)2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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UK Tax - Add issue address and balance sheet data to sa800 or partnership tax
ability to add issue address and balance sheet data to sa800 or partnership tax - raising on behalf of xero practise staff- if an explanation also be added why its not there for the customer to have understanding about this
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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manual IRD data refresh nz
Please make it possible to do a manual data refresh from IRD (for a specific client) without having to wait for overnight bulk refresh.
eg. while preparing tax return we discover that a payment made is in the wrong year so move it at IRD. We want to finish the tax return but can't refresh the payments to pick up the change
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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