1203 results found
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Practice Manager - Audit trail for client history
Client History
It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
- created the client
- edited client details
- archived client
In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.317 votesHi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
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Job Manager - Bulk Update suggested Notification Process
Incorrect Bulk Update and Suggested Notification Process
Example Scenario:
On Job Manager, a staff member accidentally selected all active jobs and changed their status from “In Progress” to “Completed” using the bulk update feature.
Impact:Over 150 jobs were marked as completed.
Workflow visibility was disrupted, and deadlines were missed because jobs disappeared from active lists.Root Cause:
Bulk update permissions were too broad.
No audit trail or alert triggered when job states changed.Recommended Controls:
Trigger Email Notifications for Job Status Changes/Setting up email alerts
Detecting incorrect bulk updates
Reverting changes quickly Options
Require confirmation before applying changes to…3 votesThanks for sharing this idea with us. We appreciate you outlining how safeguards around bulk updates could help teams manage workflows in XPM.
This idea is now in Gaining support status, meaning the community team have reviewed it and it's open for community support through votes and comments. We encourage others who'd find this helpful to add their votes and share their experiences.
In the meantime, it is worth noting that a custom job notification for job state change could be created in your XPM account if you haven't done so already.
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JAX - Ability to enable for multiple organisations at once
We have multiple Practices with multiple organisations. To add JAX to every single organisation is not even fathomable. A feature that allows users to enable JAX for multiple organisation is needed, it doesn't have to be from Xero HQ, possibly even My Xero would work.
4 votesThanks for sharing here, Quazar. We're paying close attention to the feedback we're receiving about JAX and I'll be sure to share this back with the team.
In the meantime it'll be good to get a sense of other practices that'd find this useful here too.
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Auto-email Reminders to Clients about upcoming VAT Returns
When a client's VAT Return is approaching, it would be great if Xero were able to issue an email notification to the client to alert them to the upcoming date by way of an email reminder. We would like to be able to send auto-notifications to clients about upcoming VAT Returns dates, reminding them to provide us with all the details/info in advance. We already send manual emails, but some clients take a number of reminders before they actually send us the information required, so having this automated would save time.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero HQ - Filter option in Xero HQ to get a list of clients who are paying wages.
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
6 votesHi Josheen, thanks for sharing your idea. We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea for a filter in Xero HQ to get a list of clients who are paying wages, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this filter could improve their experience managing client payroll in Xero.🙂
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Tax Returns
I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.
This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.
When opening the return, the only prompt is to select the year and add it to the workflow.
As a result, we now need to manually check each job to ensure a return…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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UK Tax | Partnership tax - SA801
Please add SA801 Property Income Pages to the Partnership Tax as we have a few partnerships with rental income.
7 votesHi all, thanks for sharing your feedback on this as an idea. Our team are currently working on developing SA801 Property Income pages within Xero Tax(UK). I'll be back to confirm once this available, here. 🙂
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Practice Manager - Add new WIP to an existing invoice
In other accounting management software, you can allocate WIP to a previously posted invoice. This is a really handy feature which prevents WIP being written off if a job has already been invoiced and no further invoices will be raised.
It helps with budgeting and KPI's (preventing WIP writeoff).
There are enough times when it has been needed, e.g. after a job has been completed and invoiced, and new information comes to light requiring a re-work.24 votes -
Files - Quick View/Preview for Image Attachments
It would be helpful to have a Quick View option for uploaded pictures or screenshots, allowing users to preview attachments without downloading them.
4 votesThanks 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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AU Tax - Ability to share Rental Property Schedules
The fact that it's so hard to get a rental property schedule to share from one return to the selected second client is very very very very annoying. If there were a button we could press to manually ask it to share across that would save endless saving, closing, opening, closing the whole program, turning off your computer and leaving my desk in frustration.
36 votes -
Trakc staff activities like xero history
Under XPM, ability to track what time staff last log in, which companies Xero, what activities (reconciliation/bills to pay) etc..
To track staff work live and have this track time in Xero for each company on top of the staff entry time per job (as this will include non Xero hours) for cross checking and reference
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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ATO Compliance Reporting - Suggestion for "Unlodged Activity Statements" Report
Looking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS). This needs to be linked to the ATO. (some of these clients are new to needing to complete AS).
We are currently using MYOB for this feature.
Attached is a sample (this report does to PAYG etc)3 votesThank you for submitting your detailed idea and highlighting the key improvements you are looking for.
Your suggestion has been reviewed and is now live for the community to consider and support. We encourage you to share your idea with colleagues who would also benefit, as their votes will help demonstrate the demand for this change.
Other members can also now leave comments to provide additional context on how this idea could enhance their experience with Xero.
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Xero HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
10 votesHi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.
The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.
This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!
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UK Tax - For CT600 box 326 to be left blank but be a compulsory field
I think to reduce the risk of associated companies not being included in the CT600 in error box 326 should be left blank by Xero but compulsory so that that the return can not be generated without it.
The same warning you get if trying to complete without boxes 975.7 votesThanks, Gemma, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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AU Tax - Partial Main Residence Exemption Code (in the CGT Worksheet section)
Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.
3 votesThanks so much for sharing your feedback on adding a Partial Main Residence Exemption code to the CGT Worksheet in Xero Tax.
As you know, right now, the best workaround is to manually adjust either the Capital proceeds or Cost base in the worksheet. This helps ensure the correct Net capital gain flows through to Item 18A, and still lets you use Exemption Code I. We know it’s not ideal, and it’s exactly the kind of thing you want a built-in solution for.
We’ve reviewed the idea and moved it to Gaining Support, which means it’s now open for more votes and discussion. Community support plays a big part in helping our product team understand the need. We’ll update the thread if anything changes.
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Xero HQ fixed assets - Lookup to ATO Effective Life
In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.
19 votes -
Reporting - 'Fit-to-Page' Option for PDF Export
Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.
3 votesThanks for submitting your idea and outlining your key needs. We’ve reviewed it and opened it up for community support 😊
Share it with colleagues who may find it useful so they can cast their vote. The community can now comment and add insights on how your idea could enhance Xero.
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Practice Manager | Jobs - Search for client when creating a job
When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.
9 votesHi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
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AU Tax - Single Login for Consolidated Client Signing History
Add functionality to merge client accounts used to access previously signed returns (via portal.xero.com). This would ensure that when a client updates their email address, their full record of signed tax returns remains intact and accessible through a single login with the new email. This eliminates the need to log in with multiple accounts to view the complete history of signed returns.
3 votesHi everyone, thanks for supporting this idea, and letting us know the changes that matter most for you. We can see why a consolidated history on signing would be useful.
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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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
5 votesThanks for sharing, River. I'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!
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