1019 results found
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Make the menu navigation easier. There are too many different areas such as My Xero, Xero Central, Xero HQ with different options in them.
Make menus easier, there are too many different places in Xero such as My Xero, Xero HQ, Xero Central. It is very confusion what is where, one would be enough such as Xero HQ with all in one place. Cannot raise cases anymore without speaking to AI first which is also annoying. I struggle to remember what is in Xero HQ, My Xero, Xero Central etc - could we not just have one area for all of 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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One click Anonymiser
when printing tax return you can do a one click anonymiser to exclude all sensitive data. This allows for blind review and the use of AI tools without compromising confidentiality
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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depreciation and motor vehicle claims against partnership distribution
The ability to create depreciation and motor vehicle schedules against share of partnership (and some trust) distributions is critical. Cannot believe it isn't available.
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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standard Date of Death field to made available in Report Builder,
The standard Date of Death field needs to be made available in Report Builder as an option rather than having to creaite a custom field doing the same job, just so you can run a report
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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Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager
Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager.
When you want to report on certain recurring jobs it would be helpful to have the financial yearend (Balance Date) field available as the financial yearend determines when a lot of recurring jobs start and end.9 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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report on number of clients per group
When I view the groups in the client tab, then manage groups, it shows the number of clients in each group, but I cannot export that information, or I cannot report on the Group number of clients data.
Seems that this isn't a big issue to create a new field to add to the Group report for number of clients in each group, because the data is 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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Restrict Tax Tab Visibility Based on Client Access Permissions
Problem
Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.
However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.
Why This Matters
Many firms use client access permissions to:
- Protect confidential client information
- Segregate duties among team members
- Ensure staff only work on their allocated client…
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 tax return
want to be able to create Report Builder filtering Tax Returns where 'Final Tax Return' has been answered 'Yes' - this will help keep Offboarding & ATO list tiday & up to date for lodgement performance - can't seem to find this field in current report filters though
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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Billing
Hi, this single billing account for UK or global is very painful, why cant your practice account bill for all clients, seems ludicrous that i have to have 2 separate accounts to bill
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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NZ Tax | Payments - Ability to sort clients by group
We generate Tax Payment reports by Group, so they can be checked in that order. This means the reviewer can get an overall picture of all the clients in a group.
When we go to approve and send the tax letters, the onscreen order is only by Client (not to mention in first name order which is another serious problem!)
You can filter by Taxable group but this only means you can select one group at a time to look at.
Please can Group also be shown onscreen so the entire Tax Payments list can be sorted into either Group…
9 votesAppreciate sharing detail on how this improvement would better your practices workflow, Kathryn.
We'll start to get a sense of the wider interest through your idea, and if there are any updates I'll be sure to share with you here. Thanks
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NZ tax [Payment] Summary field: can this be split so year and RIT are separate fields?
Currently when working on provisional tax letter reports, the [Payment] Summary field is a big sentence including the year the calculation is based on, and the RIT
(eg. 2025 RIT of 5,669.16 (from IRD Statement) + 10% uplift).Filtering by this field is therefore not possible.
It would be great if the year and RIT were separate fields...
We could then filter by year to find out which clients' calculations are based on last year, and which are based on the year before.
It would also be useful to be able to filter by RIT.
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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Sending emails/documents directly to XPM notes
Emailing and sending documents directly to XPM notes, not just jobs.
I think this could be valuable if subfolders could also be created.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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Notes can be added after archiving client
It would be helpful if notes could be added after a client is archived in XPM. Sometimes the offboarding process can be ongoing. Currently this just shows an error.
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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Print/download separate schedules/worksheets
Please enable download/print option for specific worksheets and schedules, so that they can become their own standalone document. Example, if I only want to view the rental schedule, have the ability to PDF just this part of the return. This would make the preparation of working paper documents much clearer, and support internal workflow processes. Ideally there would be a print/download button at the top of each schedule/worksheet for quick navigation.
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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PartnerHub - Include Superannuation status for clients to quick review if they are meeting superannuation requirements
With Payday super enforce it would be excellent to be able to review the super status of each client organisation on the partnerhub like tax and activity statements widgets. As a bookkeeper we need to be able to keep an eye that our clients are approving their super on payday - with significant clients it means you need to go in and out of clients to see if its been approved or not.
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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Time Tracking in Xero Practice Manager (XPM)
It would be great if Xero Practice Manager included an automatic time-tracking feature similar to Memetime.
Instead of manually starting and stopping timers, XPM could detect which client, Xero organisation, or work files a user is actively working on and automatically suggest time entries. Users could then simply review and approve their time at the end of the day.
This would:
Reduce missed billable hours.
Save time on admin.
Improve the accuracy of timesheets.
Make time tracking much easier for accounting and bookkeeping practices that switch between multiple clients throughout the day.This would be a huge productivity improvement for…
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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XPM NZ Tax Return view - add Status to filter options
You can create filters in the Tax-Returns view but Status is not an option. While there are separate tabs in the view for Draft/Completed/Approved etc it would be more useful to be able to filter to see everything except Assessed in one place.
1 voteHi 👋 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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NZ Tax - Show notes / comments on Returns screen
Please can we have a column for a “Comment” so that we can easily see when we go to file a tax return, if there is a comment there or not.
MYOB has a symbol which is empty if there is no comment and coloured in if there is, and it’s really helpful. It is also possible to add multiple notes (which you would see after clicking on the symbol).
This means you can read the comment(s) before attempting to file the return – which could be important if it has to be held temporarily for some reason.
It would…
6 votesAppreciate you sharing why seeing notes from the Returns screen would be helpful when reviewing returns before filing, Kathryn.
We'll start to get a sense of the wider interest in this here and I'll share if there's any progress.
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Xero to XPM Sync for Invoices
We need additional syncing for when invoices are completed so wash ups don't have to wait the 24 hrs to complete.
1 voteHi 👋 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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Tax payments exceptions report
This is for NZ tax but could work across all countries. In Tax Payments a field that shows the tax expected per the tax returns, vs the amount due as imported from IRD.
Often, especially around April/May, we get clients paying provisional tax against prior year income tax and vice versa.
The only way to be sure we are sending correct tax letters is to check every tax payment in XPM against the tax return we filed. Multiple times a year we find payments have gone to the wrong place, so the tax letter creates incorrectly, we then have to…1 voteHi 👋 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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