1090 results found
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Account transactions display options 2 include whether is attached document
Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you
1 voteThanks 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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Bulk amend access to Bank Admin and File VAT returns
It would be great if we could remove access to Bank Admin or Filing VAT returns for staff members from all client organisations that they have access to. curently we have to go into each individual organisation to remove this.
1 voteThanks 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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Bank Admin and VAT return Permission availability in Xero HQ
It would be good if the Bank Admin and VAT return permissions could be added in Xero HQ
1 voteThanks 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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Job priority listing on home page
On the home page can the Jobs assigned to me widget have the ability to prioritise the jobs in order of priority for staff so they know what order to work on jobs
1 voteThanks 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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stop work status
Please add a field at the top of the client page where you can clearly identify in BOLD RED if the client has a stop work/file on hold action. This is helpful for clients that have overdue fees or if they are clients that we require upfront payment for. This needs to be visible on this page so it can not be missed by anyone that may undertake some work who is not aware.
1 voteThanks 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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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.
38 votes -
update financial statements after change
Switched to Xero because of a general disappointment in QuickBooks, but one feature that I wish Xero had: When reviewing financial statements (P&L, General Ledger, etc.) and I make a change to account # (or Entity), the reports do not automatically update - I have to input all parameters and re-run the report. I have used "Find and Recode" for multiple changes, but to make one or two changes requires rerunning the report.
Any chance that Xero will update to this feature?
1 voteThanks 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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CGT Event Summary Report
Competitor software provides a summary of the CGT events from a tax return in a 'line-per-transaction' view that's easy for clients to view and understand. This is lacking since switching to Xero Tax.
1 voteThanks 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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Contacts - Customer Statement to show All Payments
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for…
2 votesHi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Customer Invoice Activity and the Contacts "Activity statement" . While this information is available on the account transaction report, it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
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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 -
"Trading as" Field required
This request is for an additional “Trading As” name (or T/A) field to be added to XERO on “Contact” level. This T/A name must then also appear on the client invoices below the entity Legal Name. This T/A field must also be available separately on Client reporting level.
Examples of current problems we are experiencing:
The “Contact name” field is used to populate the name of the entity on the Invoices and various Reporting.This "Name field" in most applications or software programs must only contain the entity formal Legal Name. As several of our clients use a "Trading As"…
1 voteThanks 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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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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Xero Tax (UK) | 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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Client - Search Using TFN & ABN
Xero announced yesterday that the search via TFN and ABN are now both possible from the Client list. I have tested and we can still only search by using the TFN. ABN search is still not working.
Is anyone else experiencing this same issue.1 voteThanks 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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Final Review tick in Xero Company accounts and tax module on Xero HQ for new Beta accounts
When using the new Xero Beta FRS102 IA module based in Xero blue, You can lock the accounts to be sent for signature. But this is not reflected in the Xero Company accounts and tax module on Xero HQ, where the lists of what has and hasn't been done for workflow is kept. It seems to continue to show in progress in the status bar as well. This is important for maintaining Audit trails of who does the review and when things can be sent out.
The final review on the CT600 is still there.1 voteThanks 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 - Prepare Corporation Tax for earlier periods
Currently Xero only allows you to prepare Corporation Tax returns for the current and previous period. Sometimes you will need to amend an earlier period's return, or create a return for a period that was missed previously for some reason.
These can't be filed online, and would need to go via post, but it would be great to be able to populate them within Xero rather than require handwriting them onto a print out and potentially transposing figures incorrectly.
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 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 -
Xero Tax (UK) | MTD - Export report for Income tax
Making Tax Digital for Income Tax
It would be nice to be able to export a report in a suitable format for clients to approve prior to submission
5 votesThanks for sharing this idea about exporting reports for client approval before MTD Income Tax submissions.
We appreciate you highlighting how important this workflow is for your practice.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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