1029 results found
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case
Add Client Name within case email confirmations to assist with identification, currently we receive emails into a shared email address where anyone in our xero team could have raised a case for any client, the email we receive does not have the client name for quick identification so could this information please be added into the email text?
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 - Hold selection across multiple pages
Items that are selected remain selected even when filters or search queries are applied. This ensures that selection is not lost when the view changes.
3 votesHi team, this idea has been created off the back of an original post here to get a better idea of the interest for being able to hold selections across status lists within AU Tax.
While we don't have immediate plans around this it would be good to gauge the wider interest in this from the community here. Thanks
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AU Tax - Show/hide columns
Users have control over which columns are visible and the order in which they appear. This is managed through drag-and-drop functionality or by checking/unchecking column options.
3 votesHi everyone, we have started this idea off the back of the original post here so we can get an understanding of support for being able to show or hide columns on a user basis within AU Tax.
Being upfront, we don't have any plans for this at present but would like to get an idea of the interest through this idea.
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Jobs | Collaboration Manager - Option to include or exclude completed jobs/quotes from the displayed list and search results
Under Collaboration Manager, please add the option to include or exclude completed jobs/quotes from the displayed list and search results.
This functionality should allow users to easily filter between active and completed items, as well as allocate unallocated jobs/quotes to either open or closed jobs.
This will improve operational efficiency by eliminating the need to first reopen a completed job merely to allocate an item and then close the job again afterwards.
1 voteThanks for sharing your idea, Louis.
We're beginning to get a sense of the wider interest for this here. Make sure you share your idea with any colleagues that this could benefit so they can add their vote, too.
We'll share if there are any updates.
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ESIGN OF STATEMENTS / REPORTS
It would be nice if client that need to sign the report were able to be send an electronic copy and are able to sign electronically via the ask function. Instead of needing to use a third-party application. It would greatly assist with record keeping and making sure all the imported items are stored withing one app.
3 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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Move business structure to top of menu when entering new clients
In the new Xero Practice HQ, it is very annoying when adding in a new client who is an individual. You need to scroll all the way down to business structure to select business structure, change it to individual, and then go back to the top to add in date of birth and gender. Makes the process of entering a new client in much more tedious than it needs to be.
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 - Time Budgets on Recurring Job
Would be great if you could add estimated time budgets to tasks at the recurring job level, rather than having to manually add them each time a new job is created from the recurring template.
Having the ability to set time budgets at the recurring job level would save time, particularly for annual accounts jobs where the estimated time is consistent.
12 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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No Phone number for customer support
HAVE A PHONE LINE!
Xero claims "24/7 support" - This is a fraudulent claim.
Denying your clients a number to call is not only repugnant customer service, it is spitting in the face of people who pay for your product.
Whoever had the idea to save money by not having a number to call should be let go, uncerimoniously
Very very bad customer service
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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xero tax profiles to be contacts
so i understand you can link relationships between entities and persons.
However I have a unique situation where
- father and daughter are tax clients of minefather has a company (also a tax client of mine)
the daughter is the main contact person for the company but has no office holder or share holder positions in the company. she is purely the contact person for her father.
So I had to create a CONTACT profile that contains the exact details of her in her tax file, but link it to the company of the father.
Can xero either:
-…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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vehicle Log Book to automatically proportion vehicle expenses
To have the ability to record odometer readings, start, finish & business/private use.
Then automatically apportion the business use component against vehicle expenses.For instance the Australian rules require 12 weeks minimum of logbook entries. More entries = more accuracy.
This could also be a great feature to 'sell' XERO to new customers.
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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Xero Tax UK - management expenses support
Xero Tax no longer supports management expenses (eg for investment companies), which are a common requirement. This used to work fine. The workaround recommended by Xero Support is to incorrectly include management expenses as operating / trading expenses, then make them disallowable and include them separately as a management expense. This mess is all visible on the CT600 and needs fixing.
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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Partner Program - Eliminate 60-day Subscription Requirement
This may not gain much traction with established partners, but for those of us who are new to Xero and are working to establish a business, the requirement to sign on a client within 60 days is a problem. At one time, the requirement was 90 days but was shortened to 60 in 2017.
It should, however, not exist at all.
Note that your closest competitor has no such requirement.What management may not realize is that it comes across as a threat from the beginning, which frankly stopped me from signing up for the program for a while. Now…
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 Permissions - Separate permission for 'Edit Client Notes'
Problem
Currently, editing "Client Notes" requires full "Client record" view & edit access. There is no way to allow staff to update notes without also giving them the ability to edit other client details.Impact
This creates an all-or-nothing permission issue. In many cases, teams want staff to freely update notes, but not have access to change core client information. This increases risk and limits practical delegation.Workarounds like using "Job Notes" are not suitable, as they are not visible on the main client record.
Request
Introduce a separate permission for "Client Notes", allowing users to:view client record
add/edit…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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AU Tax - Detailed breakdown of prefilled Allowances from STP data
I refer to
CX0018002998this https://productideas.xero.com/users/6251636716-christopher-le was wrongly merged to another idea.
I paste it again
When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###at the moment the function just inputs the total allowance figure shown in prefill
2 votesHi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
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Implement Tap to Pay in Singapore
Xero should implement apple tap to pay to organisations in Singapore
1 voteThanks for sharing your idea Ming, we've reviewed your idea and have moved this to Gaining Support. 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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XHQ - Bulk amend access to Bank Admin
It would be great if we could remove access to Bank Admin 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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Removal of duplicate suburb name for NZ addresses
Remove duplicate suburb name for NZ addresses. Currently needs to manually delete the duplicate suburb name when using the auto-complete feature to populate address fields
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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AU Tax - Automatically exclude Superannuation Taxed Elements for clients aged 60+
Xero Tax makes no attempt to look at the age of the recipient of superannuation annuities. Taxed Elements for individuals over 60 years of age are meant to be excluded from the tax return. The ATO does this automatically - Xero Tax does not. It is not a feature request, this is an error in the software that needs rectifying.
2 votesThanks Chris for the feedback. We hear that reviewing and adjusting superannuation components based on age can add extra steps during the return process.
Incorporating age-based logic for Superannuation Taxed Elements may help reduce manual handling and support more streamlined preparation workflows. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
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Clients - Relationship type for Executor
Can we please have a Relationship Type "Executor Of" relevant for executor/s of an estate.
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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AUSTRAC Reporting Fields
With all the new AUSTRAC reporting requirements coming soon is Xero adding any beneficial features to Practice Manager eg a Risk Rating box and any other reporting fields that might be helpful to be compliant with AUSTRAC and to reduce having to use additional software to keep track of these.
Are there any links to apps you suggest for this or what are other accountants using to assist with all 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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