151 results found
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For a business needing to invoice based on a percentage share, it would be useful to have an additional column that calculates thepercentage
For a business needing to invoice based on a percentage share (eg horse racing syndicate), it would be useful to have an additional column to calculate the percentage of the full amount.
A fix I have used is to apply a discount of 100- the share percentage but it would be more professional to have a percentage column.1 voteHi Anne, as previously shared there is a discount column within new invoicing. If not shown automatically - click the show/hide columns button to check and select Discount.
You can enter discounts as either an amount of percentage. If you'd like to enter a percentage discount simply add the % character in the field 🙂
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Financial Statements - Delete a bulk of empty notes in Notes to the Financial Statements
Good morning,
I am preparing a set of financials in Xero Reports for a client. One thing I find that takes up time is when the financials have limited account items, and I still need to use the Notes to the Financial Statements.
To save time it would be great if we could delete multiple empty notes at once instead of using the time-consuming process of pressing the three dots and deleting or hiding them individually.
Many thanks.
1 voteThanks for your interactions with the team, Tim. I wanted to round back to confirm for everyone here that we've now added some automation to Report Templates, so now any 'empty' schedules will automatically be hidden when publishing or exporting the reports from Xero Blue. 😊
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Xero Tax (AU) - Distribution from Managed Funds worksheet for TRT
Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.
76 votesHiya everyone, this is now possible with the introduction of the Trust Income Schedule that's been made available through Xero Tax in Australia!
You'll find if a trust or beneficiary relationship has been set up in the client’s screen, these distributions save automatically from the trust return into the receiving return’s Trust Income Schedule - Read more on our changes through Xero Central.
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Xero Tax (UK) | Create accounts for company limited by guarantee
Create accounts for company limited by guarantee
1 voteHi Mike 👋, this is already possible within Xero Tax for UK users.
The wording of the accounts will automatically be adjusted when creating a set of accounts for a company limited by guarantee. These changes are driven by the Company Registration Number saved within the Organisation Settings in Xero.
For FRS 1021a you should see the statutory information note now references the company is limited by guarantee and for FRS 105 the balance sheet statements will be updated. If this isn't in line with what you're experiencing please raise a case with our support team.
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1099 - W9 file attachments
We've lost the ability to see if there are attachments on contacts - it used to be a quick way to see if a PDF W9 was on file. We also used to keep a 1099 file in Xero Files and would link those to the contacts, so we could quickly see if clients had been updated. That was especially helpful when names didn't correspond well (dba's and such). Now the files are hidden in the Files section of the Contacts but their aren't visible from the 1099 management.
2 votesHi Gina, with our recent update for contacts this should now make the idea you have here possible. With our latest change you can now attach files from the file library to a contact again.
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E-mail template for W9 request
I would like an e-mail that could be sent directly from XERO requesting the the W9.
2 votesHi community, with a recent update we've made you can now link your email client within the W-9 modal in both Contacts and 1099 in Xero. There is also an email template provided which you can edit the contents of to suit your business. 🙂 See more on this in Xero Central.
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Export the customers last trade date.
Would be helpful to have the feature to export customers with last trade date.
1 votePerhaps smart lists can help you here, Varshi. You can do a search for contacts that have purchased an item within the last 7 days, 4 weeks, 6 months, a year, or last 2 years. Alternatively, the Receivable Invoice Summary report grouped or filtered by contact should help you see the contacts last trade date based on invoices. Or, if you're look at a specific contact you could use the Contact Transactions report.
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Practice Manager | Clients - Ability to re-use Contacts
Ability to have one contact record link to multiple client records like a true CRM system would.
Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.
217 votesHi everyone, we're excited to let you know that you can now add a contact to more than one client🙂 -
See our instructions on how to reuse contacts in Xero Practice Manager, on Xero Central.
One point to note is that currently, we don't recommend editing or deleting an XPM contact shared between multiple clients using an external app.
This is our first step towards empowering you to have a more efficient contact list management and maintenance. We’ll continue to enhance the contacts functionality in XPM and later this year(2023) we plan to release an update to help tidy up your contacts in bulk.
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Management report - Ability to change dates of individual reports
Can you please amend the MANAGEMENT REPORT to have the ability to CHANGE DATES for an individual report in the Report Pack.
Does it have to have the same date for every report page in the report pack? Almost every single month I need some accounts for the CURRENT MONTH, and others for the YEAR TO DATE, or for a DIFFERENT PERIOD, but every time i change ONE DATE, , EVERY SINGLE REPORT CHANGES. It';s just AWFUL.61 votesHi community!
Thanks to everyone who shared their feedback on this idea, and took the time to connect with our design and product teams for interviews 😊
Based on this feedback, we’ve rolled out a change to the Management Report pack.
By default, the dates for individual reports will still align with the date range of the pack. However, you can now click ‘Manage dates’ to set the dates for individual reports in the pack.
See the attached GIF for an example, or get started with the feature yourself, by following the steps in our Management Reports article.
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Xero tax (AU) - Managed fund distribution for CTR, SMSFTR, TRT
can we have a managed fund distribution schedule in tax returns for companies, SMSF, Trust, and partnerships?
15 votesThanks for sharing with us here, everyone. We recently released 2024 Tax forms in Xero Tax for AU. As part of this we've introduced the Trust Income Schedule into non individual tax returns, which provides for what you're after here. You can read more on all the changes that have been rolled out through Xero Central, here.
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Personal Tax (UK) | Foreign tax paid on employment, self-employment and other income
Foreign tax paid on employment, self-employment and other income.
On the individual self assessment tax return, we need the ability to fill in the boxes on page "F6" of the Foreign pages marked "Foreign tax paid on employment, self-employment and other income"? In particular, we need to fill in columns:
A Country or territory code
C Foreign tax paid
E To claim Foreign Tax Credit Relief put 'X' in the box
F Taxable amount5 votesI'm happy to share that this idea has been delivered! Xero Tax now supports every box on the SA106 on our existing Foreign income schedule for the 2023 tax year onwards. You can now add foreign tax on employment income, self employment income and FHL EEA profits from within the Foreign income schedule.
Thanks for supporting this idea 😊
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Reports - Aged Creditor & Debtor reporting format
Could we please create an Aged Creditor & Debtor reporting format for the Ageing Period Title to show "Current. 31-60 Days. 61-90 Days. 90+ Days. Total" . Clients doing Tenders are required to do use this format on reports.
1 voteHi Judy, this is already possible with Aged Receivables Detail and Summary reports. You'll find within the Ageing section that you can adjust to choose the number of periods then you'd want to enter 30 and Days.
If this is your preferred view, you can save as custom to make this easily accessible.
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Xero Tax (UK) - Sort and filter Dashboard
It would be helpful to be able to sort and filter the Xero Tax dashboard so you can, for example, only view the outstanding tax returns.
Currently, the order that clients are displayed is random - By tax year and alphabetically would be better
21 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We have recently rolled out Tax Manager in the UK 🎉
Tax Manager consolidates Company accounts, corporation tax, personal tax and VAT filings into one manageable dashboard which can be sorted by;
- Client name
- Client reference
- Tax type
- Status, and
- Submission due dates
Using Tax Manager within HQ also offers several filters to drill down on work in progress and upcoming deadlines for each tax, the financial period, due date and their status.
For more information check out our blog here.
Thanks again for your feedback. We know this has been a highly anticipated feature for community and we appreciate your contributions.
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Financial Statements - tick to remove notes - not delete
Financial Statements: Offer a tick option to select or deselect individual Notes, rather than having to re-write individual Notes, if they have been deleted previously.
69 votesHey community, just popping in to deliver this idea 🎉
Thanks to everyone that shared their feedback and suggestions in the comments. You’ll now have the option to 'hide' a note to financial statements, instead of removing it.
This means that rather than deleting notes that aren’t applicable, you can instead retain them for future years where they might be more relevant 📝
I’ve attached a screenshot to show this in action, and you can jump in to your Financial Statements from today to try it out!
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Reports - Formatting Notes over many pages
When notes run over two pages - fix formatting so that if a note runs over two pages, it automatically creates a page break so that it appears together.
I understand there are already page breaks, but it is diffcult to know as each client is different what notes are requried and and such you need to export to PDF many, many times, before the formatting is correct.
9 votesThanks for engaging and sharing details of where things could be more efficient for you when working with Xero, everyone. We believe a recent change we've released in reports should solve the pain in formatting for you, here. We've released a new in product PDF Preview, so when you're editing the layout of your reports you'll be able to update the preview and see any changes you've made to your report as it will appear when printed.
While not completely automated, this means you no longer have to export to PDF time and time again. 😊
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Xero HQ - Hold placement on client list
stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'
160 votesHi all,
We've made changes to the client list - you can now sort the client list using all the columns. You can merge or add clients to groups from the list page, and choose how many clients you would like to view per page.
Pleased to say that this specific idea is now released 🎉 Whether you've reloaded the page or navigated to another page and returned, you can expect that the previous page, filter or search is preserved.
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Xero Tax - Feature to store clients' filing credentials
Is it possible to store the filing credentials for companies in Xero Tax.
3 votesHi everyone, as mentioned in my last update we made the tool used in personal tax available in Xero HQ Tax menu.
And, I'm pleased to confirm you’re now able to use your stored Government Gateway IDs when filing corporation tax returns, to help save you time submitting for each client. Thanks for your engagement and sharing with us through the idea here.
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Xero HQ - Export ALL the columns of client data in Xero HQ.
The client export only downloads the clients Name, phone number, email and business structure. It would be very handy if we could export ALL the data which should be simple given the addtional columns already exist.
It would also be helpful if you could also sort the other columns on the view screen rather than just the client names.9 votesWe're pleased to share that this change is going live! You can now export all columns of the client list ✅
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Practice Manager | Client record - Show preferred name
We have a number of clients who have a preferred Name other than their legal name. Whilst we can only put in their legal name (for the preparation of their returns) it would help our staff and the rest of the team to be able to put in their 'PREFERRED NAME' so that it showed up in the main contact area in XPM so that they would know to call the client by their preferred name rather than their legal name. A lot of clients get upset if you dont call them by their preferred name.
116 votesHi everyone, back with an update 🙂 As some may have seen on our Blog on 8th Nov we introduced a new field for individual and sole trader client types - Display name!
This is an open entry field, and enables you to enter your preferred client name that’s shown when searching for clients in XPM and HQ.
The Display name will become mandatory for individual client types with the First and Last Name fields becoming optional.From this date, for individual and sole trader client types;
Existing - When you edit an existing individual client type you’ll be able to change Display name to what you prefer without touching First and Last names.
New - When adding a new individual client type, you’ll have full control to enter the client Display name and First and Last name.
These changes are all steps toward providing a single source of truth… -
Practice Manager | Clients - add a field for Xero org name
Xero org name - this would be handy at client level. We currently put this information into the Contacts (e.g. Contact: ABC Dogs Position: Xero org known as this), with the improved Contacts field its not an appropriate place to put this information anymore. We have put it here as we can search for it, when applying Xero subs this is the only way we can identify this client with XPM.
9 votesHey community,
This has now been delivered 🎉 as part of our move to a Single Client Record, you’ll now see a link to a client's Xero Organisation when viewing their profile in Xero Practice Manager.
Heads up! This field syncs with Xero HQ and can’t be edited in XPM. If you need update the Xero Organisation, make the changes in your Xero HQ Client record first and they'll appear in XPM 😊
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