1204 results found
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Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
1 vote -
UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled
We've just found out to our horror that we lose access to ALL Xero historic accounts and tax filings prepared and submitted through Xero Tax for a client if the Xero sub is cancelled.
Apparently this is because Xero needs to maintain access to the live data even for filed returns. Therefore, there has to be a process where ALL accounts and tax comps must be downloaded and stored elsewhere each year. We think that's crazy and that all filed returns should be stored in Xero Tax as PDFs. If nothing else, there should be a flag warning us! This…11 votesHi everyone, appreciate raising this with us.
Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.
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XPM - Job Manager design
Keep the Xero Classic Look everyone preferred.
The design of the Job Manager page is sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. The Job Manager board is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.With more Xero pages in Xero Blue also moving in this design direction, I am hearing similar comments from my…
3 votes -
AU Tax - Ability to share Rental Property Schedules
The fact that it's so hard to get a rental property schedule to share from one return to the selected second client is very very very very annoying. If there were a button we could press to manually ask it to share across that would save endless saving, closing, opening, closing the whole program, turning off your computer and leaving my desk in frustration.
36 votes -
XPM | AU Payroll - Notifications when a pay run is paid
It would be really helpful to receive notifications when a client pays their payrun.
Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.
2 votesThanks 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.
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AU Tax | Report Builder - More specific fields
We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients
In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots
4 votes -
XPM | Recurring jobs - Label place holders
It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.
3 votes -
Practice Manager - Sorting Draft Invoices by Job Type
Sorting Draft Invoices by Job Type
Every quarter we invoice a large amount of standard disbursement costs these all come from a particular job type.
It would be great if we could sort by job type so we could bulk approve these invoices. Currently it looks to sort by job number. This means when I 'select all' I have to manually go through and untick the draft invoices that have another job type. I have tried to set a filter to only show text with 'Quarterly' which shows in the job type but this produces no results.
Does anyone have…3 votes -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Client Insights - P&L Data & Selection options
Hi,
For the Profit and Loss data (Revenue/ Expense/ Net Profit), should be an option to select last month as currently it's bringing up mid month data and comparing with full month information (ie. running the report 20th October and comparing with either full month Sep 2024 or full month October 2024. A lot of clients invoice end of month or after month end so adds little comparison value.
For Cash Balances, ability to select which bank accounts are displayed might be worth considering. Currently showing loans, which skews the information into negative.
AR & AP, ability to show %…
2 votesHi all, I am pleased to announce that you can now run insights as at the end of last calendar month. To find out more on this, please see the updated About client insights in practice tools support article. Thanks again, for sharing this feedback with us, here!
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Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
2 votes -
Xero Tax - For the U.S.
In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states
1 vote -
UK Tax - File historic tax returns through Xero
It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.
6 votesHi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.
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Workpapers - Schedules with Xero figures & check box
Ability to have schedules with both figures from Xero and checkboxes within the same schedule.
3 votesHi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
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Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper
Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).
10 votes -
AU Tax - Tax return labels on ATO prefilling summary
ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information
Example (Individual Tax Return - Bank Interest)
Gross Interest $x,*** Label 10LExample (Managed Funds Distributions)
Non primary production income amount $x,*** Label 13UCurrently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.
3 votes -
Settings - Reducing the size of text/fonts on the screen
Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…
7 votesThanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
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Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
7 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
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XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
6 votes -
XPM - Group Custom Fields
Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.
We currently use the main billing entity but this would save a lot of time and improve efficiencies.
2 votes
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