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1194 results found

  1. Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed

    5 votes

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  2. When a business incorporates we cannot add the date of incorporation and therefore cannot print reports for the first year correctly without further work. For first year accounts can you look to make it so that we can have an extended first year

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. The ability to customise the data and the order in which data is shown on the Dashboard in XPM from either a user or practice level

    1 vote

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    Thanks for the detail in your response, Stacey and I'd highly recommend sharing the link to the idea here with others in your business that'd find this useful to help us get a better sense of the overall interest. 

    Being open while appreciate the ease this would create for individual users, building customisation at this level would be quite complex. Not something we have plans for at present but we'll get a sense of the interest here. 🙂


  4. It would be really useful if in Xero Central you could create a record of achievement which shows any Xero training which has been completed along with the date it was completed. I know you can see the modules that have been done, but it doesnt give the date and it doesnt display in a way that is easy to export to show others for CPD purposes.

    2 votes

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  5. AU Tax - Printing Return Not Necessary tax returns

    Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added to CURNN- Return Not Necessary would be great.

    1 vote

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  6. We are starting to utilise the Xero email function to push PDF attachments through to files, to then either raise a bill or spend money.

    For ease could it be possible to show the number of documents that need attention ie. Files (8) when we drop down on the client name?

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. In Xero Practice Manager - The Custom fields that can appear on the Client and Job are not common data. Eg. When you update a custom field on the Job the information does not flow through to the Client page where this is also displayed. This would be very helpful for a workflow to update in both places.

    1 vote

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  8. In the HubDoc there is a default setting with a checkbox always marked (active) for "save configuration".

    A lot of mistakes are made because old text is saved and reused when it shouldn't.

    It's better if there is no text instead of wrong text.

    Therefore the default should be unchecked (off) for this "save configuration" checkbox because it causes a lot of problems when the wrong text is saved to XERO.

    See the HubDoc screenshot attached for the "save configuration" checkbox I'm referring to.

    3 votes

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  9. If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?

    1 vote

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  10. The option to set the practice name as the sender for a query and not the Xero user. E.g. "Xero Accounting Group via Xero" and not "John Smith via Xero".

    2 votes

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  11. Ability to become an affiliate if not a BAS agent or tax agent.

    I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.

    1 vote

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    Hi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ? 

  12. I'm being advised My Xero will be being replaced with Xero HQ. As an admin, one of my key roles is to grant user access. I like to confirm the access by sending/responding to the request with an email. In My Xero, I copy the name of the entity, and it's associated hyperlink, into my response email. When I do this in Xero HQ, there is no hyperlink associated with the entity name which means I need to navigate to the entity, grab the URL and hyperlink it manually.

    1 vote

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  13. Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. The ability to transfer over previously submitted personal tax returns when transferring to a new partner account.

    1 vote

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  15. Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
    If so, would this also include VAT group filings?

    Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?

    4 votes

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  16. When setting up a new client in Xero, it would be great if we could select from a drop-down list the chart of accounts that we need instead of Xero automatically assigning one as we have found that it is assigning the wrong COA to the entities that we are creating. As an example - we have set up a Trust but have been given the COA for a Sole Trader. If we could have selected the Trust COA from a drop-down list, I believe it would give us a more accurate COA without the need to do so much…

    1 vote

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  17. 2 votes

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  18. There is currently no ability to type a Note relating to an item in a tax return. This would be for internal purposes only and provides a very handy audit trail.

    4 votes

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  19. When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"

    It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was

    2 votes

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  20. My clients overpaid for BAS in previous quarter, results in CR amount on ATO portal.
    It could be great if I can add this CR amount when preparing next BAS in Xero so they can offset payable/refundable amounts.

    2 votes

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