1091 results found
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Lodgements Widget out to sign
Please add "Out to Sign" in the Lodgements Widget Calcuation, it's important. If you are showing as say 74% on time and you have 10% out to sign, we want to know this so that we know that we are really at 84%. I love that the suspended returns are in the number but we should also have the out to sign, even if it's an added bar.
So you have On time, out to sign, not lodged, late. So instead of the 3 bars in the image, 4 bars.
Thanks!
4 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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AU Xero HQ - Payroll Manager
It would be great to have Payroll Manager for Australia, to be able to see a list of clients who have payroll, reporting on last posted payrun, last filed payrun, last superannuation payment, status of superannuation payment (ie: submitted, approved, rejected, failed, etc). this would save significant time rather than having to open each client file one by one to check this information.
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.
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UK tax - Ability to split debtors due for longer than 12 months
Xero Tax currently doesn't have the functionality to separately display non-current assets and current assets as distinct sections on the face of the balance sheet. The software is presenting all debtors (including the deferred tax asset) under the current assets section, with the split between current and non-current amounts shown only in the notes.
Whilst FRS 102:4.4A states that in most cases it's sufficient to disclose amounts due after more than one year in the notes, in our recent case we identified that we had a material item that requires separate disclosure on the face of the balance sheet to…
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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medicare
Grab all ATO online prefill data. Why exclude the data that shows how many days hospital cover was covered? Why not provide all the data that is available on the portal prefill pintouts? (Including previous year deductions and occupation etc)
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 Ask - a universal login link for ask queries
If my client is tech challenged and cannot figure out how to follow a signature request link from your emails, I send them the link to https://portal.xero.com/ and they can usually manage it from there. This appears to work for document packs too.
Can we please have a similar universal login link for ask queries?
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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Restore the ability to open XPM search results in a new tab using CTRL + click.
Please restore the ability to open XPM search results in a new tab using Ctrl + click.
I regularly use the search button in the top right of XPM to look up client names. While right-clicking still allows links to be opened in a new tab, Ctrl + click no longer works.
Ctrl + click is a much faster and more natural workflow, especially when moving through multiple clients, so losing this functionality has reduced efficiency. It would be great to have this reinstated.
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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Credit notes - Add another / Supplier name Lock
Bills:
For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.
Being able to lock a supplier/ 'From' when adding Bills, so we don't need to search for every bill, for when we have multiple bills under one supplier.
Maybe a lock button next to the contact name which can be clicked to unlock it when no longer needed.
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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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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Filter by Staff Teams when Assigning Client Access
It would be useful to filter by staff teams when allocating access to a client in Xero.
We already have the ability to group staff into teams within Xero HQ, and it would speed up assigning access to large groups of staff members if we could use these teams when assigning access to a client in Xero HQ. This could be added to the 'Filter' option.
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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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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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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"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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XPM - Return Type IR4J for Reporting
Including IR4J as a Return Type in report builder - Reposting
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
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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Xero Tax - Ability to have a custom template for CURNN
I would like to be able to create a custom cover letter to go with the CURNN.
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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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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