957 results found
-
Date picker when reconciling bills
Add a date picker under the "find and match" tab when reconciling bills.
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. 🙂
-
Specified Individual option in Partner Hub
We would like to suggest adding “Specified Individual” as an available relationship option within Xero Partner Hub.
Currently, when managing relationships for clients, the available relationship types do not always accurately reflect the nature of the individual’s role or authority in relation to the entity. In particular, there are situations where an individual is a specified individual for tax, ATO or other compliance purposes, but there is no appropriate relationship type available to record this in Xero Partner Hub.
Adding “Specified Individual” as a relationship option would allow accounting practices to accurately record and identify these individuals against the relevant…
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. 🙂
-
Bulk update staff permissions and financial settings by level or team
I'd like to update staff charge out rates and access rights by team, rather than having to open each team member individually. With 90 team members, this is time-consuming and increases the risk of errors. I imagine many larger firms have the same problem.
Xero doesn't have a bulk update feature for staff charge out rates in Practice Manager or Xero Partner Hub. Each staff member's billable rate needs to be updated individually by going to Settings, then Staff, selecting the staff member, and updating their rate in the Financials & performance section.
Similarly, access rights and permissions need 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. 🙂
-
create default wording on email sent to client when sending Document Pack
Have the ability to create a template with default wording on the email sent to client when sending Document Packs
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. 🙂
-
signature request log
Can there be a log of when a signature request has been sent for signing the accounts and corporation tax return?
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. 🙂
-
AU Tax - Option to Sign & File from the To sign screen
It's so annoying, when I'm on the To sign screen, and someone has signed (Returned) a tax return (or multiple) I select it (or them) and have to click Sign, then I have to click To file and wait for the page to load, then I have to click File.
On the To sign screen there should be a Sign & File button, so that I can (if I want) select the Returned tax returns (once) and click Sign & File, the same warning screen before I "sign" can show, and when I click OK, it signs it AND submits…
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. 🙂
-
Xero Sign free for Personal Tax Returns
Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!
If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!
Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find…
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. 🙂
-
Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
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. 🙂
-
Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
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. 🙂
-
XPM - Use wider section for Work in progress lists
XPM - Utilise wider screen section for work in progress lists and allow ability to widen the columns manually as the current WIP lists only use approx. half of the screen width.
Currently my job names combined with the job number are wider than the column width meaning the end of the job name is missed off and often this relates to the specific period for the job meaning I cannot easily see what time / WIP relates to which job without clicking on the job itself.
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. 🙂
-
AIM return
When preparing AIM returns in XPM it would be good if we could overwrite the boxes in "Other Balance Sheet Information", in particular box 54 & box 55. There is an issue presently when an asset is traded in and a new asset purchased on the same transaction in Xero, the AIM return in Xero Practice Manager incorrectly adds both the purchase and disposal values together as an addition. It would be great to correct this, and an overwrite function would be a great option.
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. 🙂
-
Colour Coding the signature status of the return in progress
Colour Code the status of the AS/Tax return to make it easier to quickly see as currently the screen is hard to see as it looks similar (for example returned green - out to sign orange etc etc)
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. 🙂
-
AU Tax - Deductions for motor vehicle claims and depreciation against partner distributions
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 highlighting this suggestion. We understand the request for partner-level motor vehicle and depreciation deductions to be reflected directly in the Partnership Tax Return.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share your thoughts.
-
Jobs - Include Client Balance Date in recurring jobs report
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 bringing this idea to the community. We understand the request to make the [Client] Balance Date field available when building recurring job reports.
I’ve updated this idea to Gaining Support so we can continue tracking interest. It would be helpful to hear how you’d use this information and whether there are any other client fields you’d find useful alongside recurring job details.
-
Clients - Reports that show number of clients in a 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 sharing this idea. We understand the request to include the number of clients per group in reports for exports. Having this information available could make it easier to review client allocation and prepare practice reports.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the client count.
-
XPH - 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 voteHi Aarush, thanks for raising this suggestion. We understand the request for Tax tab access to follow the client permissions assigned to each staff member. This could make it easier to manage access to sensitive tax information across practices with different teams and responsibilities.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your practice, add your vote and let us know how you'd expect the permissions to work.
-
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. 🙂
-
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. 🙂
-
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
-
NZ Tax - Separate [Payment] Summary field into year and RIT 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.
2 votesThanks for sharing, Kathryn. Appreciate how separating the information in this field would be useful to you.
This isn't something we have plans of just yet but well get an understanding of the interest here.
- Don't see your idea?