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  1. We have a few jobs in the system for a client that was very complex and we have since disengaged. We want to write off all of the time but we do not want any team member to have their write ons/offs affected by these jobs, as the nature of them was incredibly complex and this was due to the way the client prepared and sent the information to us, and not the fault of any of our team members.

    Xero support has advised that there is no way to write off WIP without it affecting the staff that have…

    1 vote

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  2. I learned the hard way after bulk importing 1,700 jobs on the wrong template that you could not delete those imported jobs in bulk. I spent 4 hours individually opening each job from a report and deleting.

    It would be great to use job manager to be able to select jobs (assuming they haven't got any time, costs or invoices associated with them) and delete.

    17 votes

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  3. The ability to set up a repeating customer prepayment. We have customers who pay on account every month. We then create an invoice at the end of a billing period (Quarterly, annually etc) and then use their prepayments against the invoice. It would be useful to automate the prepayment creation so that we can reconcile the payment made by the customer to their prepayment. Creating the multiple prepayment forms every single month for all of our clients is tedious.

    1 vote

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  4. Clients on HQ
    It would be the perfect place to add all your clients, but I would recommend adding more Reporting fields like year ends, ID or company registration number, tax numbers, date of registration. And the Authorised shares a company have and the issued amount without adding the client to HQ.

    If all of this are there, please advise because we want to move our entire client information base to Xero to be viewed in one place.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  5. Clients on HQ
    It would be the perfect place to add all your clients, but I would recommend adding more Reporting fields like year ends, ID or company registration number, tax numbers, date of registration. And the Authorised shares a company have and the issued amount without adding the client to HQ.

    If all of this are there, please advise because we want to move our entire client information base to Xero to be viewed in one place.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  6. 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.

    46 votes

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     ·  11 comments  ·  Xero Tax  ·  Admin →
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  7. Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
    The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  8. GST return - Finalised button is GREEN and so is the Filed button.
    It's really easy to miss if it didn't go through to IRD, they are both Green and start with F and when you are doing 40 odd it's all a bit routine.

    1 vote

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  9. Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.

    If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.

    2 votes

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    Hi Marc, thanks for your engagement and for this excellent suggestion on improving our Xero Central resources.

    We've reviewed your idea about making our support content more visual by adding demonstration videos or linking back to specific lessons from our help articles. We agree that for many people, seeing a feature in action is incredibly helpful.

    Your suggestion is now open to gain support from other community members. Along with votes, others can now comment to share how more visual content like videos could improve their learning experience and help them better understand Xero's features.

  10. We have certain clients who are set up under a monthly retainer with all included tasks (scope) under the one job. We need a way to allocate and set milestones or due dates for certain staff at the task level of these jobs.

    The current milestones which can be implemented after a job template is in use has limited functionality as you can only set due dates from the start of the "job" not for each task as due. If the "job" is not established all on the same date then the milestone dates will not be accurate across the…

    1 vote

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  11. Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.

    3 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  12. It would be good to auto set the lock date of a clients blue Xero on the completion of all Workpapers.
    This would help avoid changes post the completion and mean the client engages the partner before making a change.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  13. XPM - Lock timesheets when a draft final invoice has been prepared.
    We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.

    46 votes

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  14. Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate

    2 votes

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    Thanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.

    We get a sense of the community interest from support on your idea, here.

    You can find out and stay updated with all Xero releases on Xero Central.

  15. Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).

    1 vote

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  16. The Chart of Accounts interface within the client's Xero organisation displays a limitation of 200 accounts per page. This necessitates frequent clicks of the 'Next' button, which can be inefficient. It is believed that the Xero Product Team could enhance this feature to allow the display of an unlimited number of accounts on a single page, mirroring the functionality currently available in the Chart of Accounts template within Xero HQ.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.

  17. within report builder have the option to exclude costs and timesheet jobs with no values on both items

    1 vote

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  18. A report that includes price, quantity and account fields for both customer invoice and receive money transactions. Perhaps add price and quantity fields to the account transactions report

    1 vote

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    We understand that a single report for all invoices and receive money transactions, including key details like Quantity and Unit Price, would be a big help 🤔. We know it can be time-consuming to switch between different reports to get a full view of a contact’s activity. While this specific report isn't on our immediate development roadmap, we're always looking to improve Xero's reporting. For now, you can use the Contact Transactions Summary report for a quick overview or combine exported data from multiple reports into a spreadsheet. We'll keep monitoring this idea and use your votes and comments to help prioritise our future work.

  19. Would be great to have the ability in XPM tax to identify if the client has a payment arrangement with IR. If there is somewhere in tax we can enter this information and this gets flagged when approving the tax payment letter, not to send the letter if the tax year is under arrangement.

    31 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  20. Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Melissa. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with all Xero releases on Xero Central.

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