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Practice tools

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1203 results found

  1. Can you please add the ability to split depreciation between business & private use in the asset worksheet within the rental schedule in XPM.

    1 vote

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    Hi Dawn, thanks for your idea and letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  2. Would be ideal when filtering tax returns this also applies to the "Archived" tab too.

    3 votes

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    Thanks for the idea Steven.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  3. Currently the productivity pie chart on the home page only reports on a weekly basis. It would be great if the home page can add a 2nd productivity pie chart which is set to report on a monthly basis. Most accounting firms/staff have monthly productivity targets, so this is why it would be a wonderful way to track MTD productivity results instead of only weekly.

    22 votes

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    Thanks for submitting your idea, Warren.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  4. Would be good to have an "Allocate" command button so income, deductions, tax credits are split automatically as per the percentage for each individual in a trust, partnership and LTC company. It is time consuming when there are multiple individuals and varying percentage splits.

    36 votes

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    1 comment  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  5. Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.

    28 votes

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    Thanks for sharing your idea to improve our NZ tax product, and letting us know the changes that matter most for you.

    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.

  6. Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.

    14 votes

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    1 comment  ·  Admin →
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    We're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.

  7. Development of new functionality to meet the new FRS 102/105 requirements following from the FRC Periodic Review. Key changes are around income recognition to be based on delivery (known as the 5-step model), and an on-balance sheet treatment for operating leases.

    These requirements apply to accounting periods beginning on or after 1st January 2026,

    For the income recognition, the functionality would ideally be embedded in invoicing (and potentially products and services), and this would lead to the correct bookkeeping including disaggregation and recognition of income on delivery, as well as contract debtors and creditors. This new requirement applies to all…

    1 vote

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    1 comment  ·  Admin →
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    Thanks for sharing through product ideas, here Neal. This is something our product team are currently evaluating. For now we'll move your idea to In discovery and as soon as I have more updates I'll let you know.

  8. In Xero HQ, it would be helpful if the "Manage Users" permission were optional for Admin staff—or if there were an additional permission level between "Admin" and "Standard," similar to QBO's "Standard - All Access" role where you can toggle on and off several higher permissions.

    We’d like certain staff members to have access to all Xero files and clients within our practice without the ability to add or remove users or administrators. In order to align with the Principle of Least Privilege, we follow a set process for granting access to client files in Xero, and we want to…

    1 vote

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    Hi there, we're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  9. Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.

    3 votes

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    1 comment  ·  Admin →
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    Hi Doina, as mentioned in my recent update here. I've split your idea into two, so we can gain understanding of the support in each separately.

    It'll be good to get a gauge of community interest for a Detailed Profit & Loss in the Statutory accounts for Micro Entities within Xero Tax(UK), through this idea.

    This isn't something we have road mapped atm, but we'll share if there are any updates.

  10. Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated

    I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.

    Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.

    Again, this would benefit greatly for small businesses…

    3 votes

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    1 comment  ·  Admin →
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    Thanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.

    This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.

  11. It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.

    3 votes

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    Hey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.

    We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.

    Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂

  12. Allow for Bank Transfers between two different currency bank accounts via the Xero API.
    This is a fundamental and common use case for bank transfers, and is available within the product, but not available within the Xero API. Please make this available to your API users and business partners.
    https://developer.xero.com/documentation/api/accounting/banktransfers#:~:text=Note%20the%20following,in%20different%20currencies

    1 vote

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    Thanks for your feedback on the Xero API and for sharing your idea to allow for Bank Transfers between two different currency bank accounts.

    We're grateful for your engagement and for letting us know the changes that matter to our API users and business partners. We understand this is a common use case that is available in the product, and we appreciate you highlighting this gap in the API.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience and integrations with Xero.🙂

  13. Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
    The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.

    2 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  14. Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.

    6 votes

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    Hi Josheen, thanks for sharing your idea. We're grateful for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea for a filter in Xero HQ to get a list of clients who are paying wages, and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this filter could improve their experience managing client payroll in Xero.🙂

  15. Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate

    3 votes

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    We truly appreciate you submitting your valuable idea and detailing the changes you'd like to see!

    Great news: We've reviewed your submission, and it's officially been moved to the next stage—community support.

    Now, we need your help to make it happen! Please share your idea with any colleagues who would benefit so they can add their votes. Comments are also welcome, as they help other members share exactly how your idea could enhance their Xero experience.

  16. When you go into a client and enter the jobs tab, there is no job for that client even though they are part of the group that there is a job for and that client is included within that job. The job only shows for the single client where the job is created.

    The jobs tab already includes sections for active jobs and archived jobs. It should also show a section for jobs assigned to other clients within its group.

    2 votes

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    Thanks for submitting your idea on Xero Product Idea's, Peter. We appreciate you taking your time to share changes that would be most meaningful to you.

    We'll get a gauge and track support your idea receives from the community.

    You can find out and stay updated with all Xero releases on Xero Central.

  17. Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.

    This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.

    This means no missing information and clients can be billed correctly.

    1 vote

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    Hi Ashley, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  18. In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.

    This process typically involves:

    • Adding the new client to the ATO portal.
    • Downloading the pre-fill XML file directly from the ATO portal.
    • Saving the downloaded XML file to a local directory.
    • Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
    2 votes

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    Thanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.

    Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.

    Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.

  19. Being able to lodge an early CTR for companies with "Substituted Accounting Periods".

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Anthony. We'll start to track support in your idea from the community, here.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  20. Allow CSV/XML Import into Xero Tax Returns from External Form Tools
    Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.

    This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.

    Thanks for considering!

    1 vote

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

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