1438 results found
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Xero Tax - Links between the tax return and client record
From the client record, it would be useful to see a link to the tax returns, and from the tax return, a link back to the client record.
3 votes -
NZ Tax reports - Include "Tax Statement Balance" and "Payment Amount" fields
Open up report fields so that you can select the "Tax Statement Balance" Field as well as the "Payment Amount" field. This gives us the ability to compare what XPM has as due and what the IRD has as due without having to export and complete complicated Excel actions.
2 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
10 votesHi team, I'm happy to share that this is a feature you can look forward to having soon! If you haven't caught up on the Xerocon announcements you can read up on our blog.
Xero Partner Hub is the new practice experiences bringing all your practice tools together in one place and will be launching to partners early 2026. This will include many improvements to clients like being able to create a group from within a clients record. 🙂
Read up on the Xero Partner Hub on our website, where you can also register for early access beginning in Nov.
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Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
20 votes -
Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
17 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Hubdoc - differentiate credit notes from bills on auto-sync
Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.
Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.
7 votes -
Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
10 votes -
Xero Tax (UK) | Corporation Tax Payment Details Summary
Our existing tax software has a summary page that is automatically generated and goes alongside the CT600 that includes the payment amount, due date, bank details to use and payment reference. I.e. a perfect 1 page summary to give to the client so they know what to pay.
It would be great if Xero Tax could incorporate this into their solution so that the payment details don't have to be sent to the client separately.6 votes -
HubDoc - View more characters in left hand column
HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.
So to let us see the entire 'Tags' description please enable expand this column.
2 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
10 votes -
Tax - A shortcut CGT entry
Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.
4 votes -
Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
14 votesHi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
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NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
4 votes -
Hubdoc - Extract all line item details including inventory items
Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.
216 votesThanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
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Hubdoc - Automatically enable all currencies
At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.
5 votes -
Reports - Sort Activity Statement "Transactions by Rate" by account code
The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report
6 votes -
XPM - Ability to add timesheet narrations to a billing narration from the “clock” window.
In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.
2 votes -
Hubdoc - Time Tracking for users
History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.
3 votes -
NZ Tax - Generate all provisional tax payment letters prior to the due date passing
IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.
4 votes -
Hubdoc - Sort documents by file name
HUBDOC Sorting Alphabetical Feature needed PLEASE. Wishing to request an extra sort option under the "Sort by" button above the "Processing", "Review", "Failed", "Archived" tabs. Currently we have "Upload Date", "Bill Date", "Due Date" & "Amount" options. We create a statements folder for each month and when we're trying to check off the statements with whats in Xero report that is sorted by alphabetical order it would be practical. Also its good to allocate suppliers in the review tab in alphabetical order too if you have a huge number to do then you are compartmentalising that supplier and all the…
10 votes
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