15 results found
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Report Builder Fields - fields from Tax Return Data
It is not currently possible to pull a report of all clients that have Franked distributions (field U) and Franking credit (field D) on their tax returns. As the ATO has released a new area of focus on franking credit trading rules known as the '45 day holding period rule' we would like an easy way to track and highlight companies that could
16 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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NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers
Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.
14 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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Charity accounts
Can we do charity accounts in Xero
2 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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AU Payroll - Be able to download multiple payslips at once
It would be so great if we could download multiple payslips at once i.e for the entire financial year.
1 voteHi 👋 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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Trust tax return and trust accounts
- Can we file trust tax returns in Xero ?
- Can we produce trust accounts in Xero?
1 voteHi 👋 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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Record a refund or return from a vendor
The ability to record a refund for purchases.
1 voteHi 👋 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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Payroll "Payment Date" can you set this as default to today date.
Not every business pays wages regularly, especially on startup. When they make a "Unscheduled pay run" some times it uses an old date for the "Payment Date" which maybe over 7 days old. This is a major problem as the Bank ABA file will reject. then they spend hours trying to fix it.
1 voteHi 👋 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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Xero Login - set screen focus to the two-factor authentication (2FA) password
Xero Login - set screen focus to the two-factor authentication (2FA) password.
Every time i start entering the two-factor authentication (2FA) password and then find its not set on the filed.
1 voteHi 👋 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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Balance Sheet report - Please set as default to todays date.
Profit and Loss is over a time range ie 1.7.25 to 30.06.26
The balance sheet is as at a "date"Can you set the balance sheet to default to today date.
1 voteHi 👋 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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Practice manager - Stop importing invoices into XPM for non clients
Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.
1 voteHi 👋 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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Recurring task under Xero Project
Enable a recurring function for task under Xero Project.
1 voteHi Daphne, just to double check you're referring to tasks within the Xero Projects feature in blue Xero? I notice you've added your idea within the Xero HQ category so just wanted to check this wasn't related to Job Manager in Xero HQ instead? Reply to my update here to confirm. Thanks
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Customer - Contact Details - Invoices history
Good morning...In the customer contact screen, how can I re-arrange the columns - I need to see the Total first, then Paid, then Due. Thanks
1 voteHi 👋 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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More than 4 classes
I work for an organisation that manages multi-millions in the public sector, and everyone in the team wants to move to Xero; unfortunately, with the nature of our finances, we need many cost-centres to sort the finances relating to each program. If Xero had the option of more than 4 cost-centres, say up to 50, then we would move to Xero in a heartbeat.
At present we use Reckon as it allows for unlimited cost-centres, as this is the main feature we absolutely need for running our finances. We also use Xero for payroll but then do a manual journal…
1 voteHi Sydnee, when you say cost centres would you be referring to the Tracking feature in Xero?
Might be worth having a play in the demo company, but it sounds like you could possibly use one Tracking Category for Cost Centres, and list each of your cost centres as a separate Tracking option. You can have up to 100 options within a single Tracking category. See more on the set up in Xero central.
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Practice - Ability to anonymize Staff login
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
3 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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Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
15 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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