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1342 results found

  1. Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Doina, as mentioned in my recent update here. I've split your idea into two, so we can gain understanding of the support in each separately.

    It'll be good to get a gauge of community interest for a Detailed Profit & Loss in the Statutory accounts for Micro Entities within Xero Tax(UK), through this idea.

    This isn't something we have road mapped atm, but we'll share if there are any updates.

  2. Please include in the Insights tab the ability to filter by client group.

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  3. It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.

    We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.

    Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂

  4. NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.

    10 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  5. In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually

    4 votes

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  6. Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website

    12 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  7. Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.

    It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.

    28 votes

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     ·  7 comments  ·  Workpapers  ·  Admin →
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  8. Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.

    32 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  9. It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.

    You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.

    241 votes

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  10. Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.

    11 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. A report function where we can generate a detailed Profit and Loss and Balance Sheet report in one click. It's very manual on the current set up where we generate this from Account Transaction Report. This will help us to generate a more accurate report and make our job much easier.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.

    1 vote

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    Hi Ami, would this be for a repeat invoice template? Or could you provide a bit more detail about your how your business would use this, or a typical scenario you need this feature for?

  13. It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day

    31 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.

    We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.

    Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂

  15. Please fix the amount of time it takes for returns to move from "submitted" to "filed"

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  16. The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
    We could then cross check and archive clients as necessary.
    There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
    It would save us from having to keep a manual list as some can get missed this way.

    3 votes

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    Hi Alison,

    We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.

    We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.

    Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂

  17. In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
    A synch button to do this would be helpful and save time from stopping the job until the next day to print/save

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  18. Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    We're thankful for you sharing the changes that could make using Xero Tax more impactful for you and your clients, Doina.

    As you've mentioned 2 separate reports I've split your idea so we can get an understanding of the community interest in each and keep you updated if there are any plans made.

    I've renamed this one specifically for a detailed Balance Sheet and you'll find another for a detailed Profit & Loss over here.

  19. It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only

    4 votes

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    3 comments  ·  Xero HQ  ·  Admin →
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