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1343 results found

  1. Customer payment with stripe not linked to invoice number. Unable to identify customer payment related to invoice for reconciliation.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  2. Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).

    6 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  3. Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    8 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  4. When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Kari, I notice you've selected Xero HQ on the category of your idea here. I just wanted to check if you're idea here is related to creating invoices in a Xero organisation or from Practice Manager? Thanks

  5. We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?

    1 vote

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    1 comment  ·  Xero HQ  ·  Admin →
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  6. FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:

    Individual
    Company
    Trust
    Partnership
    Self Managed Superannuation Fund

    Noting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  7. On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.

    We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.

    Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.

  8. Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.

    15 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  9. The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.

    Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.

    5 votes

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  10. When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  11. Please can the corporation tax computation include a calculation of the marginal relief.

    This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!

    6 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Appreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.

    For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.

    When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.

    While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…

  13. When creating a new client the duplicate TFN warning should also apply to Archived clients.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

  14. Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  15. Companies House sync - Client Onboarding

    Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal

    1 vote

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  16. When invoicing in XPM and choosing the task postings options Yes/No/Future, can you add a column for the cost (not just time and rate) so we can judge what to invoice and how much for.

    1 vote

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    Hi Emily, thanks for sharing this fantastic suggestion for improving the invoicing workflow in XPM. We can see how having more direct visibility of costs would make billing decisions much easier.

    We've reviewed your idea to add a calculated 'Cost' column on the screen when reviewing task postings to be invoiced. We understand this would help you better judge what to invoice and how much for at a glance.

    Your suggestion is now ready to gain support and feedback from others in the community. Along with votes, other users can now share how having this cost visibility would impact their own billing and WIP management processes.

  17. When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.

    1 vote

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    Hi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.

    We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.

    Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.

  18. Would it be possible to close sections of the job that you don't use and these stay as default. (Information Tax - job details, custom fields etc.) This would make it easier to see the sections you do use. It would also be useful if you would put them in the order you prefer.

    For example to me the most important section is tasks and these are quite low down the list. I would like this to be a default setting.

    1 vote

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  19. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  20. It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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