Skip to content
← Share and support customer ideas for Xero

For accountants & bookkeepers

For accountants & bookkeepers

Categories

(thinking…)

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1348 results found

  1. XPM - Job Budgets easily seen under the Jobs tab

    It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.

    28 votes
    submitted  ·  4 comments  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?

  2. XPM - Bill multiple clients in a group from the client group

    Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    13 votes
    submitted  ·  2 comments  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?

  3. Practice Manager - 'Sticky Note' on client home page

    To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.

    32 votes
    submitted  ·  1 comment  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?

  4. notes

    I'd like to be able to add a sticky note to a client's Xero, for any reminders, tasks or notes, that will popup when we open the client ledger.

    2 votes
    0 comments  ·  Xero HQ  ·  Admin →
    How important is this to you?

  5. 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.

    1 vote
    1 comment  ·  Admin →
    How important is this to you?

  6. Add invoice from Xero business edition to document pack

    Ability to export an invoice created in Xero business edition to a document pack.

    For example, if I prepare a BAS or tax return for a client and send it to them in a document pack along with my invoice, I have to export the invoice from Xero and save it, and then add it to the document pack.

    It would be beneficial if there was an option in the invoice screen to add the invoice to a document pack, similar to adding a completed tax return from Xero Tax to a document pack.

    2 votes
    0 comments  ·  Xero HQ  ·  Admin →
    How important is this to you?

  7. AU Tax - Franking account worksheet

    It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.

    Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.

    7 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  8. Additional tab for results of tax returns

    Not sure if it exists or not, but it would be great to be able to log into a client's tax return tab and see the payable / refund results next to the year of the return instead of having to log into them one by one. I've created a very rough view of what I mean with the additional column on the right (client's name has been changed for security reasons)

    2 votes
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  9. Report Templates - Default client advisor reports to alphabetical order in Xero HQ

    Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    7 votes
    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
    How important is this to you?

  10. Attach documents to journals posted through Xero Workpapers

    It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).

    6 votes
    0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?

  11. Rename Published Reports

    I would REALLY like the ability to edit the name of a previously published report. Currently users can not do that.

    My clients frequently publish reports using all sorts of goofy meaningless or confusing names. It takes time to drill into each one to see what the report is and whether it contains the relevant information I am looking for. Clients are frequently frantic and disorganized when it comes to accounting information. Since there are VERY limited document management tools available for published reports, being able to rename them in a consistent manner would be SUPER helpful in sorting and…

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  12. Sync Email address' from Xero Tax Return to ATO Portal

    Clients are constantly having issues receiving notifications of their PAYG statement. The clients who do not receive a notification (neither do we for our client) are the clients who have the ATO channel as "ATO Online" listed in the Client Communication (on the ATO portal). I have been on the phone countless times with ATO about this "Channel" and it is concluded that this does not go anywhere. To stop this, we have had to manually update the client's communication preference to email, or call through to the ATO again and have it changed to paper.

    I was hoping there…

    2 votes
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  13. Xero HQ - Bulk bank feed refresh

    It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually

    3 votes
    submitted  ·  1 comment  ·  Xero HQ  ·  Admin →
    How important is this to you?

  14. Check Register Report

    New to be able to run a report to show checks paid out each month, sortable by each bank account. Date - Payee - Check Number - Transaction Amount - Status (Reconciled / Unreconciled), Total dollar amount of checks written for the month, as well as total dollar amount of checks unreconciled for the month. It would be nice to have the voided checks fall to the bottom as well. I have attached a copy of one I make in excel every month since Xero doesn't have this report.

    3 votes
    1 comment  ·  Admin →
    How important is this to you?

  15. receivable by account code

    To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only

    1 vote
    1 comment  ·  Xero HQ  ·  Admin →
    How important is this to you?

  16. XPM - Set priority for recurring jobs

    Be able to set priority on recurring tasks. It's ridiculous having recurring jobs which you then have to set the priority every time it pops up, it makes setting the recurring job almost ridiculous.

    2 votes
    0 comments  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?

  17. App Face ID

    Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.

    Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!

    1 vote
    1 comment  ·  Hubdoc  ·  Admin →
    How important is this to you?

  18. Reports - Add original currency in the Aged Payables and Summary Payables reports

    Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

    39 votes
    submitted  ·  21 comments  ·  Workpapers  ·  Admin →
    How important is this to you?

  19. Practice Manager - Display Name for clients

    It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.

    31 votes
    submitted  ·  9 comments  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?

  20. XPM Job filters - Add custom fields to Job Manager

    Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.

    5 votes
    submitted  ·  1 comment  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?
1 2 … 5 7 9 … 67 68
  • Don't see your idea?