1429 results found
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Workpapers - Lock date
Like Xero, there should be a lock date function for workpapers also so that after partner approval no one can change that and for changes partners approval is required.
1 voteHi 👋 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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Bank revaluation and tracking categories
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
1 voteHi 👋 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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certification
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
1 voteHi 👋 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.
1 voteHi 👋 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.
1 voteHi 👋 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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XPM - Filter reports by tax returns lodged as Final.
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 votesHi 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.🙂
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XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
18 votes -
Staff Teams appear as a filter option When assigning User access to client accounts.
It would be useful to have set Staff Teams appear under the 'Filters' list when adding new users to a client.
We have our internal teams set up as Staff Teams in our practice, and it would speed up allocating access if we could filter the list of staff via these teams.
1 voteHi 👋 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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Search
As a bookkeeper i have noticed that some clients have multiple bank accounts. Can you make the search function include all the bank accounts for that particular client? That way its easier and more effective to find the amount we are searching for.
1 voteHi 👋 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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Request to Enable Proposal and Estimate Sync from XPM to Xero Accounting
I’m reaching out to request assistance regarding a feature enhancement for Xero Practice Manager (XPM). Currently, XPM allows invoices to be pushed seamlessly to Xero Accounting (blue), which is incredibly helpful. However, I’ve noticed that proposals and estimates created in XPM cannot be pushed to Xero Accounting in the same way.
I would like to request that XPM be enhanced to support the ability to push proposals and estimates directly to Xero Accounting. This functionality would allow clients to take advantage of Xero blue’s interactive features—particularly the ability for clients to simply click a button to mark a proposal as…
2 votesAppreciate you attaching a screenshot to demonstrate your flow here, Badi. Just wanted to check as this is a public forum there's nothing sensitive in this that you wouldn't want others to see?
Can understand why you'd like to enhance the sync of information and save time in adding these manually in Xero blue.
Not something we have immediate plans of but we'll start collecting community interest for this through your idea and update if there are any plans made.
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Cash coding overpayments to suppliers and customers
Allow bulk cash coding as an overpayment to a supplier so they appear on the aged payables list instead of having to do them individually through find & match.
4 votes -
Put hyperlnks back in jobs
Previously when a job was created in XPM from ignition, a hyperlink was created to the proposal inside the XPM job. We always click this to access the proposal and issue the invoice when finalsing. This link is now converted to plain text which requires either copying and pasting or opening ignition and manually browsing to the proposal.
Would be great to have this functionality restored.1 voteHi 👋 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 - Other allowable expenses for tax comp
Option for 'Other allowable expenses' in the tax comp to allow the depreciation on assets purchased as a finance lease as capital allowances are not reclaimable but depreciation can be deducted.
2 votesThanks,Charlotte, for sharing your idea!
We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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UK Tax | Company - Liquidation & Cessation Accounts and CT Returns
Please add the functionality to set a cessation of trade date for a company in liquidation or in the insolvency process to allow for accounts and corporation tax returns to be produced from the last year end to the date of cessation of trade/insolvency.
This will enable Accountants to produce these closing accounts and CT returns from HMRC and so offer a one stop shop and earn more revenue.
50 votes -
Tax withholding on foreign resident bank interest
Currently there is no function in XPM to calculate the tax payable on the interest paid to a foreign resident. This causes the tax calculations not be correct.
1 voteHi 👋 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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Distribution to Beneficiaries with Irregular Characters in their Names
We have some companies and trusts with characters such as hyphens in their legal names. However, Xero Tax does not allow us to distribute directly to these entities due to these characters in their names.
Our current work around is entering the beneficiaries' details manually, but then the distribution does not flow directly to the beneficiaries' returns.
I think this may be a ATO limitation. However, in other tax programs I have used, I was able to use an alternate name so the distribution could still be directly linked to the beneficiaries return. I would like a similar feature in…
1 voteHi 👋 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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AU tax: Enhance Input Accuracy for Amounts with Decimals
This is a fault that needs fixing. If I want to enter, say 7.20, but I pause briefly, very briefly, after entering the decimal point, before entering the 2, the decimal point disappears. This leads to massive inaccuracies
1 voteHi 👋 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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IAS - ability to unlock and load, and complete before due date for selected clients
Ability to complete activity statements before the end of quarter, or at least be able to unlock and load IAS's of select clients that we know have zero balances to submit.
1 voteHi 👋 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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Report Templates - Text blocks
For text blocks, particularly in the Annual Financial Statements, would it be possible to add a text alignment option (left, centre, right, or justify)? My main request is for the ‘justify’ function, as it makes the reports appear neater and more professional.
1 voteHi 👋 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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reports
For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:
The New Company (Pty) Ltd
(2025/######/07).This can be applied on both the cover page and in the header for consistency
1 voteHi 👋 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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