1090 results found
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Document Packs - Drag & Drop files
Ability to drag and drop PDFs into document packs.
2 votes -
Xero Tax(AU ) | Business Schedule - Individual Worksheets
We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?
At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.
87 votesThanks so much for taking the time to outline how you’re using Xero Tax and the challenges with clients who have multiple businesses under their personal names. ✨
At the moment, we’re not planning to introduce individual worksheets for each business that then roll up automatically to the main business schedule, so this isn’t something that’s currently in our pipeline.
While I don’t have a timeframe or planned work to share for this specific workflow, your feedback is really valuable in helping us understand where Xero Tax isn’t supporting multi‑business clients as well as it could. We’ll keep monitoring interest in this type of functionality as we review and prioritise future improvements to Xero Tax.
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Xero sign - Simplify client login for signing documents
Improve the way clients can create accounts and log into an existing xero account.
If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.
Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.
6 votes -
Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.9 votesHi everyone, we're working on a new Workpapers solution which will build a foundation that can support more granular access controls in the future.
We have plans to enable the ability to restrict access to sensitive workpapers and documents, ensuring only the right people can view or edit them, and all actions will be auditable. We'll be rolling the new solution out in phases, and we'll keep you updated on the progress for permissions through this idea.
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AU Tax - Tax return labels on ATO prefilling summary
ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information
Example (Individual Tax Return - Bank Interest)
Gross Interest $x,*** Label 10LExample (Managed Funds Distributions)
Non primary production income amount $x,*** Label 13UCurrently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.
3 votes -
XPM New Email from Job
If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.
Please add the name of the client after the insertion of the "job name" field of the job in the subject.
If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…1 vote -
XPM - Collaboration to include All jobs option
Please add an option in collaboration to show active only or ALL jobs.
We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.1 vote -
Xero HQ | Clients - Industry Classification Report
We would love a client report showing the Industry as it is in the Xero Organisation Settings.
Currently the report gives the Main Industry classification but not the Sub Category.
For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.
1 vote -
Practice Manager - Staff permissions for PLS/ELS Management only
XPM Staff permission - Practice Administration Permissions: You shouldnot have to give a staff member access to the full business setting menu to be able let them access the PLS/ELS reports. There should be a PLS/ELS Management only permission.
I want a staff member to be able to access the PLS/ELS reports without being able to access other staff member information or having access to all my practice setting.
17 votes -
XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
2 votes -
Xero Tax | Payment Letters - Save comment without needing to approve
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
9 votes -
Xero Tax (AU) | Calculator tool
I'd love a calculator tool in Xero Tax preferably one that is activated using hotkeys.
57 votes -
XPM - Edit Job State field from a report
Make the Job 'State' an editable field when running report.
It would be helpful to have the ability to update the Job 'State' from a report.5 votes -
Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by…25 votes -
Practice Tools | Clients - Bulk email update of a client
Currently we can update a clients physical/postal address and then update all those relevant in the group using the pop up 'Update relevant client addresses'. It would be so helpful and save time to be able to do this for the EMAIL address of a client.
22 votes -
Practice Manager | Permissions - Staff ability to view billing client
We have staff that need to see who the biller client is for a group however we do not want them being able to see staff timesheets.
We would like the Access Financial data tab broken up to enable staff to see the billing client.
4 votes -
NZ Tax - List view of all open Client Tax Returns
I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.
30 votes -
XPM - Reorder timesheet entries so the most recent is at the top
XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.
2 votes -
XPM - Copy Standard Reports to Custom Reports & allow them to be edited/shared.
Replicate XPM's Standard Reports in the Custom Report area, so we could edit the existing formats and select staff to share the report with.
4 votes -
Report Templates - Add Payroll reports
add more reports into report template, for example payroll report and tracking summary. Thank you.
65 votesHi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
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