1159 results found
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Xero HQ - Alphabetise client list in Xero staff
At the moment Xero doesn't have a list of clients in alphabetical order when I go into Staff to amend access. With over 200 clients, it is taking a long time to sort it all out, even if I use the search box.
Please include functionality so that the client list in Staff is in alphabetical order by default, the same as it was in My Xero staff.
I would also like to see a number value next to the staff member's name showing how many clients they have access to. Again, similar to the set up in My Xero…6 votesHi team, we appreciate your feedback on searching and assigning staff permissions within your practice. As you may have heard recently announced - we are launching Xero Partner Hub in the coming months that'll bring your practice tools into one centralised experience. As part of this change you'll receive an updated client access management experience, including the ability to sort the list by client name.
Prepare and find out about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
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AU Tax - Import from Xero to Label 11, 18 and other non business schedule labels
We should be able to Import data from Xero Ledger to Xero tax to Label 11 and 18 and other non business schedule labels. Currenly we cannot import dividends, interest and other expenses for investment entities which do not operate a business
4 votes -
Invoices - Allocate write offs to specific staff
Be able to allocate write off's on a job to specific staff members.
5 votes -
Xero HQ | Clients - View clients that need to file GST
Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.
You cant even generate a report for this in myIR Intermediary.
10 votes -
AU Tax: Notification of formation of consolidated group (CGNFT) form
I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.
As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.
It would be great if this can be added as quickly as possible.
12 votes -
XPM - First Name and Last Name to appear on XPM Client Main Details Page
Can we please be able to view and individuals FIRST NAME and LAST NAME on the Client Details Screen. Currently you can only see what the First Name and Last Name for a client is by going in to Edit the page. It seems extremely weird that you can't view the First Name and Last Name of a client on the Main Details page when arguably that is the most important detials of an Individual!
3 votes -
XPM - Include category when copying job
When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.
3 votes -
Workpapers - Ability to add more users
Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.
71 votes -
Workpapers - Option to show Decimal Places
When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.
Can you please update Workpapers so that there is an option to show decimal places?
26 votesHi team, we appreciate your feedback and understand the importance of having decimal places visible in workpapers especially for tasks that require a high level of detail. I'm pleased to let you know that our product teams have paid close attention to the idea from our community here as they develop our new Workpapers solution, where all workpapers in the new solution will show 2 decimal places.
For those of you using the existing Workpapers solution, there's no immediate change. You can continue with your current workflow. Once the new solution becomes available, we'll share more information on how to access it.
We're beginning to roll this out to Partners starting with Australia, and will be expanding to other regions in early 2026.
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XPM - move timesheet entries between tasks/jobs from within a draft invoice.
It would be great to be able to move timesheet entries between tasks/jobs from within a draft invoice.
Currently if an employee has allocated time to incorrect job or task, it appears the only way to correct this is to delete the invoice, open the job, move the timesheet entry and then create a new draft invoice.
Thank you
13 votes -
AU Tax - Restrict staff access to specific returns
We would like Xero to allow an option for certain staff members to be restricted from viewing all tax returns by default - except for specific returns on an individual basis (i.e. the returns they are working on). Firms are now using offshore providers to assist with some tax preparation and it would be best if offshore users were provided with access to only those clients/returns they are working on, rather than the entire tax database. Is this something that might be achievable in the short term?
12 votes -
XPM - Prior period placeholder for recurring job templates
Id like to have a placeholder for the prior period when using the recurring jobs function.
When you complete a bookkeeping job you are doing this on prior period data so the recurring job functionality to use 'period' is not useful as it creates the workflow job a week in advance.5 votes -
XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included
Automatic Activity Statements - Partner/Manager Fields.
Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.10 votes -
Xero HQ - Set a date range for reporting
Allow the ability to set timeframes to the the reporting currently on Xero HQ.
For example to receive a quick overview of the bank reconciliations at the year end to see how much is to be reconciled and for what bank accounts.
2 votes -
Xero HQ - Mark months as Reconciled for each client
It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!
2 votes -
Practice Manager - Show tax payment notices in client's Dashboard
In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.
1 vote -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
2 votes -
Practice Manager - Custom fields that allow document uploading
Create custom fields that allow document uploading.
2 votes -
Xero Tax (UK) | Prepare Accounts for Dissolved Company
If a company is dissolved Companies House reports back that there are no year end date outstanding. But there are circumstances when you need to prepare axcounts for a dissolved company - for instance if you need to get the company re-instated. But Xero prevents you from progressing. All you would need to do is enter a year end date manually and you would be able to continue.
4 votes -
Xero Tax (UK) | Structured Buildings Allowance annual rollover
I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.
2 votes
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