1090 results found
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Workpapers - Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files42 votes -
AU Tax - Show non refundable tax offsets on estimate
Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.
2 votes -
UK Tax - Option to not claim capital allowances
There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section
1 vote -
Create a Xero integration with Financial Cents
Financial Cents has created the best practice manager I have found and would like to integrate with Xero but is not receiving much cooperation. I and several other Xero users would appreciate the integration.
4 votesHi Glenn, we don't develop many integrations ourselves but interested apps can build these themselves. It sounds like this might be something Financial cents are looking into. It might be worth sharing this link to our Developer platform where there are experts and lots of help in developing an integration with Xero.
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XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
48 votes -
XPM - Manage XPM Client notes using API
We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.
Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.
1 vote -
Multi-currency - Remove currency
Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)
37 votes -
XPM | Report builder - Option to print clients on separate pages
It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.
1 vote -
Xero Practice Manager | iPad - Search job name
When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.
1 vote -
Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
5 votes -
AU Tax | Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
6 votes -
Xero Tax (UK) | Auto journal corp tax and lock the accounts after filing
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
Customized Financials
It will be great for the customized financials reports can remain in the same format every month, instead of having to delete the customization each time.
1 voteHi Taunee, can you share a bit more information about the way you're customizing your reports atm. You can save a custom format that you've set up and if you'd like this to be the default for the org this can also be set. We have some help on this in Xero Central.
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NZ GST - GST 101A return
I have come across an issue where a client who is GST registered wanted their refund transferred to Provisional Tax. The only 2 options in Xero are GST 101 (GST only) and GST 103 (GST and Provisional Tax). I chose the GST 103 option and the Estimate option under that.
The return was rejected by the IRD as a GST 103 return is for the Ration option only. I was told the return/option I needed to file is a GST 101A.
This is not available in Xero
I have never had the IRD reject this before so I am not…1 voteHi Sharlene, taking a deeper dive I see you were also in touch with our Xero Support team on this and through a bit more investigation after your idea was raised here, they appear to have helped you resolve this issue.
I'll shortly remove your idea from the forum here, but if you have any further questions on this please do come back into our specialists through the case you raised - you should be able to do this through your My cases 🙂
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Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
12 votesHi everyone, thanks for your interests in the SA900 through this idea.
We understand how returns for Trusts would be beneficial in Xero Tax (UK). This isn't in our immediate roadmap, but we're keen to continue tracking the interest for this from community through the idea. If any progress is made we'll share an update for you all here.
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Practice Manager - Highlight Client name in My timesheet information
My Timesheet Information View
Highlight/Bold the Client name for each entry.
Make a hyperlink for.
When reviewing timesheets is easier to think in terms of the client than the job name.2 votes -
Practice Manager - Automatically add a Task to automatic Activity Statement jobs
It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.
21 votes -
NZ Tax - Filter transfer status on Return State
In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)
2 votes -
Practice Manager | Notification when tax return sent to raise invoice
Can you create a way that when we send out a Tax Return to be signed in Practice manager, Xero sends a notification to the admin team at the same time so they can create an invoice.
2 votes -
Xero Tax (AU) | Tax return - Allow us to select which schedules get printed
Have a separate tick box to include/exclude the detailed disclosure (separate from other schedules).
We would like to be able to print schedules where required but not show all of the detail for the asset and liabilities disclosure. Allow us to select which schedules get printed with the tax return, rather than the all or nothing approach.
10 votes
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