1363 results found
-
Implement Accounting Periods
Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.
1 voteHi 👋 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.
-
Reporting
It would be a awesome if you could pull all data into one report as opposed to having to pull reports and compare / do v look ups to pull data in to make one report :)
1 voteHi 👋 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.
-
Reports - Add Columns Related Files
Add a Related Files column in reports so we can quickly see which expenses have a receipt attached and which don’t. This would make expense tracking and review much easier.
1 voteHi 👋 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.
-
access restrictions
It would be great to have a feature that allows users to group clients within their HQ (or the main dashboard) in a way that only selected users with specific permissions can access certain client groups. This would provide more granular control over who can see and manage specific clients, making it easier to manage access for teams working on different client accounts.
This would be especially helpful for firms with multiple teams handling different types of clients (e.g., accounting, payroll, etc.), ensuring that only relevant team members can view and work on certain client groups.
Potential Benefits:
Improved data…
1 voteHi 👋 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.
-
OCR for Receipts & Invoices: Auto-populate Xero fields from uploaded documents
The document upload function currently allows receipts and invoices are stored only as attachments.
Add OCR (Optical Character Recognition) technology so that scanned or photographed documents automatically populate the transaction fields (date, supplier, amount, tax, reference).
Benefits for practices:
• Dramatically reduce manual data entry across client files.
• Improve accuracy and consistency – fewer typos and errors from re-keying data.
• Free up time to focus on advisory services rather than admin.
• Streamline workflows across teams working in Xero HQ, Practice Manager, and client accounts.This is established technology already used in other platforms. Adding it natively to…
1 voteHi 👋 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.
-
Xero Sign - Automated Notification of Xero sign Bundle Expiry
Automated reminder for Xero Sign Bundle expiration
I have just been caught out again with expiry of unused transactions in my signing pack of 150. Instead of being cut off at expiry date or having to remember to go and look it up could there just be an automated reminder. Also, for us small sole traders it would be great to have smaller bundles than 150, even 50 at a time. Even better, why not let us use all of our transactions we have paid for. Still need an automated message that they have expired.1 voteHi Angela,thanks for letting us know an automated reminder for your Xero Sign bundles would be a huge help, and we really appreciate you bringing this idea to our attention. For now, the best way to stay on top of your usage is to manually check your remaining transactions and the expiry date in Xero HQ > Xero Sign. A good workaround is to set up your own calendar reminder 🗓️ to check in on your bundle regularly. This will help you avoid any last-minute surprises. Right now, an automated notification for expiring Xero Sign bundles isn't on our immediate roadmap. However, your feedback is incredibly valuable and helps us understand which features are most important to you. We'll be sure to keep you in the loop on any changes to the status of this idea. 🔄
-
NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
4 votesThanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
-
Document Pack - Schedule time to send document pack
Document Pack - Allow time delay.
For example I want to finish the work now but dont want it sent to the client for another 2 days so can set a time to be sent out.1 voteHi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
-
Xero Tax fields in XPM to be importable and extended to UTRs for business tax clients.
Within XPM there are fields for individuals in the Tax section of Client with UTR and National Insurance number. It is not possible to import and upload to them, this would be useful as they then link to Xero Tax when filing a tax return. Currently we have them stored in a custom field as these weren't available originally. It would be good to be able to import all of our custom fields to the system's UTR and NINO fields.
There is also not a Tax section on Limited Company clients to add a UTR to. Companies need UTRs and…
1 voteHi 👋 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.
-
Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
12 votes -
AU Tax - Rental schedules with comparatives on the same report
I have a client who holds 4 rental properties all of which had significant differences from the previous year creating a large increase in tax payable. They have asked for an explanation, and it would be more efficient and easier for them to understand, if the comparatives could be on the same report as the current years figures so they were only looking at 1 piece of paper for each property. You can see the 2 years information on the screen but it would be preferable for some meetings to be able to have a hard copy. Thanks
3 votes -
Xero HQ | Relationships - Improve Date selection
It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.
2 votes -
Xero tax: Display the financial year when lodging a CURNN
Currently when producing and filing (lodging) a CURNN is does not display the Financial Year it relates to. It would be very helpful to have the FY displayed so it is easily identifiable. The same as all the other Tax Returns.
12 votes -
AU Tax - Add a Next button to the Managed Fund distribution
Add a next button to the managed fund distribution page in xero tax.
When a client has 10 or 15 managed fund distributions that have imported from the pre-fill you have to go back and click on the next one and it is hard to keep track that you have reviewed every single one. (And deleted the 0's this is a separate idea)
If there was a next button so you can just start at the top and work your way through all the distributions to review them it would make this much easier.
3 votes -
XeroHQ | AU Payroll - Report or View STP Unfiled Pay runs
It would be good to be able to run a report of all Xero clients that have unfiled STP, or be able to view at a glance on XeroHQ. This would assist in making sure clients are meeting their compliance obligations quickly rather than go into every client to look at the Payroll Overview.
6 votes -
NZ Tax - Notification when there is overdistribution of income types in an IR6
When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.
1 voteThanks for sharing your idea, Barbie.
Great to hear how we could improve NZ Tax for your practice.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
We'll share if there are any updates.
-
NZ Tax - Ability to add multiple default email addresses for tax payment letters
Ability to add multiple email addresses for tax payment letters.
This would be great if looked into very soon.
We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
When copy and paste is used the changes get made to all clients and is a real disaster.27 votes -
AU Tax - Rollover IT8
Rollover from previous tax year includes IT8 Number of independent children.
1 voteThanks for sharing, Peter. We'll get a gauge of the interest from community in this from your idea here.
If there are any plans made we'll share an update through the idea here.
-
Workpapers - Add ABN on Financial Reports.
Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.
There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.
Please see attached an example on the footer of a report page.
16 votes -
Bank reconciliation - Ability to enter dates directly in formats other than dd mmm yyyy
Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors
3 votesHi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.
We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂
- Don't see your idea?