932 results found
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NZ Tax - Automatically create GST return on GST Job creation
It would be great if when a GST Job is created by a recurring job template, the GST return could also automatically be created.
We missed filing a GST return because a Job was created but return not yet started, and the Job Status accidentally changed to Complete so it was archived and disappeared from the screen & reports so no-one picked it up till after the due date.1 voteThanks for raising this suggestion. Automatically generating a GST return alongside each recurring GST job could improve efficiency and help ensure every job has a corresponding return ready to work on.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d expect the process to work.
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Jobs - Ability to customise Important Dates view
Job manager > Important dates
It would be good to be able to customise this view.
I would like to be able to select 'Milestones' from the 'Show important dates for' dropdown menu.
I like that the view shows three months, however, it's too expanded; I need to scroll down considerably to view the current date and future months. Considering it could probably not include less job information than what the calendar already shows, it may be helpful to have more options in the 'Show important dates for' dropdown menu, or the ability to customise the view (such as view…
1 voteThanks for raising this suggestion. Being able to customise the Important Dates layout or view shorter timeframes could make tracking job deadlines more efficient.
We’ve updated the status to Gaining Support. If this would improve your workflow, add your vote and share your preferred view.
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AU Tax - Access Practitioner Lodgement Service (PLS) Reports directly from the Reports menu
With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.
1 voteThanks for raising this suggestion. Having PLS Reports available under the main Reports menu could make it easier for tax agents and practice teams to access important lodgement and refund information without navigating through multiple settings screens.
For now, you can bookmark the PLS Reports page in your browser for quicker access.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d like the reports organised.
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NZ Tax - Prompt for IR215 check for returns with WFFC or SL
If a return has Working for Families tax credits or a student loan a IR215 should really be attached to the return. it would be good if XPM NZ could flag that a verification message when audit checking / finalising "Should a IR215 be attached to this return" if its not already there.
1 voteThanks for sharing this idea. A targeted audit prompt for the IR215 form on returns containing WFFC or Student Loan details could provide an extra layer of confidence during tax return reviews.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share how you’d like the validation to behave.
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NZ Tax - IR3 Warning if IETC claimed when individual has NZ super income
It would be great if XPM had an error check for IETC claimed in improper situation such as receiving NZ Super or receiving Working for Families
1 voteThanks for sharing here, Claire.
NZ Tax already does a check for Working for Families(WFF) and if there's a WFF schedule attached then the IETC boxes are disabled.
We appreciate how a warning for when an individual has NZ super income, and this is something our product team will consider. For the time being we'll get a wider sense of interest through your idea here.
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AU Tax - Quarterly PAYG instalments notices
In NZ practice manager tax agents can send out provisional tax letters to clients from practice manager, has the ATO given the green light in Australia to allow Xero to obtain this information so that tax agents can send out PAYG instalment notices to clients. I know ATO mate and others have found a work around to obtain ATO correspondence etc from the ATO.
2 votesThanks for taking the time to suggest this, Angus.
We understand the ask to process PAYG instalment notices from within Xero Tax. We've updated this idea to Gaining Support so we can continue gathering feedback.
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Jobs - Archived jobs list default to newest first
When viewing the list of archived jobs the default view is sorted by name. As our annual jobs start with the year this means the oldest jobs show first. I want the newest jobs to show first so click on the Due column which sorts by the oldest date and then click again to reverse the order to show by the newest date.
It would be great if the view automatically sorted by the newest due date as most of the time it is the most recent jobs that you want to look at.
1 voteThanks for bringing this idea to the community. We understand the request to change the default sort order for archived jobs so the newest records appear first. This could make it easier to access recently archived jobs.
We've moved this idea to Gaining Support so we can continue gathering votes and feedback. If this would be useful, share how you'd use it
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Xero Tax (AU) - Contact number toggle on tax return cover
Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address
5 votesThanks for sharing your idea, and letting us know the changes you'd like to see to the tax return cover page.
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.
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Reporting - Build Custom reports with no data limitation
It would be great to be able to create our own reports using any datas available in the system and not be restricted to the pre-existing one : my need is to mix some information from the payables with information from the third party card but I cannot do that directly in the solution I need to export both and do it in excel.
9 votesHi Camille, 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.
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Practice tools | Clients - Error message when client record fails to save
I've just spent too long going through the client record fields to figure out that the reason that the record wouldn't save was a duplicate client code. Before the update, XPM would pop up with something like "client code already in use" or "TFN not valid". Now, there's no message at all. Please restore the error messages!
Further, please restore the ability to update related client addresses all at once.
8 votesThanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
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XPM - Monthly Productivity Pie Chart
Currently the productivity pie chart on the home page only reports on a weekly basis. It would be great if the home page can add a 2nd productivity pie chart which is set to report on a monthly basis. Most accounting firms/staff have monthly productivity targets, so this is why it would be a wonderful way to track MTD productivity results instead of only weekly.
22 votesThanks for submitting your idea, Warren.
We've 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.
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Clients - Don't open a new tab when clicking on a job
Discontinue to automation of opening a new tab each time you click on a job
8 votesThanks for sharing your feedback on how jobs open in XPM. We appreciate you taking the time to let us know how this impacts your workflow.
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.
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Xero Tax (NZ) - Change colour of Mark as Approved and Mark as Signed buttons
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
6 votesThanks for sharing your idea relating to changing the colour of the buttons in XPM, 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.
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XPH - Include partner subscription organisations and insights in Partner Hub client lists
It would be helpful if Partner Subscription Datafiles could be included in the Partner Hub so Insights etc could be accessed for the business. Perhaps it could be an "Opt In" option as some Partners may not wish their Insights to be included for others to view? But would be very good for sole Practitioners. Perhaps "Opt In" from the Partner Hub list in the overflow choices on far right column of Business name?
1 voteThanks for taking the time to suggest this. Having partner subscription information available in the Partner Hub client list could make managing practice and client organisations more consistent.
We’ve moved this idea to Gaining Support so we can continue tracking interest. If this could improve your workflow, add your vote and share which practice insights or information you’d find most useful to access from the client list.
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Advisory Directory - expand to include more details from the inquirer.
Allow for more details in the "contact an advisor" that the person must fill out. The referral information we receive is extremely limited, the amount of spammers out trying to scam us or hack our information is insane. I've got 9 inquiries in the past 10 days and they all appear to be spammers, but I can only make that assumption off of an email address and a couple of check boxes. I've turned off the directory rather than deal with this. I realize Xero can't control the spammers and this can be a helpful feature for people needing real…
1 voteAppreciate you raising this idea. We understand the request to include more detailed required fields and a custom message on the Advisor Directory inquiry form. Having more context about an enquiry could make it easier for advisors to understand the prospective client's needs and identify genuine enquiries.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know what information you’d find most useful to collect from prospective clients.
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AU Tax - Non Depreciable asset to roll forward
Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.
Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.
23 votesThanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Practice tools | Jobs - Update job state via quick time entry
In XPM when adding time through the clock, you can add the client, the job and the task that you are working on as well as add notes and mark as billable.
It would be really useful to have a drop down for the job state as well so that this could be updated once you have worked on the job. The ability for quick job state update already exists on the Jobs Overview table so would be good to have here as well from a workflow point of view
8 votesThanks for sharing your idea. We appreciate you explaining how adding a job state dropdown to the quick time entry interface could support your workflow.
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.
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Client - Layout: Move name to centre of page
The Client Name used to be clear and in the centre of the page before the new update. Now, I forget which client I am in, and it is easy to get it mixed up with the Referral Source.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page 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.
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Xero Ask - Develop ESIGN within Xero
It would be nice if client that need to sign the report were able to be send an electronic copy and are able to sign electronically via the ask function. Instead of needing to use a third-party application. It would greatly assist with record keeping and making sure all the imported items are stored withing one app.
3 votesHi there 👋, it sounds like you're aware of the existing functionality of Xero Sign powered by Adobe Acrobat but you're wanting Xero to build this capability within Xero Ask itself?
Being open this isn't something we have any plans around atm, but will get a sense of the interest from the community in this through your idea here.
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NZ Tax - IETC part year calculations up until entitlement for Best Start payments commences
Why will the IR3 Tax return not let you claim the IETC for the number of months a client is entitled to, before Best Start payments start. It will calculate the IETC for the 9 months in the return but as soon as the Working for Families schedule is added with the Best Start Payments boxed ticked it changes the calculation to NIL.
You would think that the IETC calculation would remain or could be manually over-ridden so all calculated amounts would show on the tax summary for the client. This could be flagged when an audit of the tax…
2 votesHi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
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