1160 results found
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ATO - Pre-fill PAYG Installments report
In Xero Practice Manager, we can view the ATO prefill PAYG Instalment amounts for each client individually. Is it possible for XPM to create a report or export option that allows us to download the full ATO prefill PAYGI list for all clients at once?
13 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.
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XPM - Exported invoices client and contact details included automatically
When exporting invoices from XPM to Xero it should by default export the client name, address, email address and contact number.
Currently it only exports the client name and postal address, and contact name, email and phone number (but only if that contact is NOT a client in XPM and only if you select that contact when preparing the invoice - forget the contact and you are back at square one.).
If we have an individual as a client in XPM, and send this client an invoice: currently XPM will only export an email and phone number if we add…
4 votesThanks for the comprehensive and exhaustive idea around how contact and client details could be included when invoices are synched from XPM to Xero blue. As you may know there is a new platform (PartnerHub) which you may be aware of, and will be released fully in the near future. You may find that the issue is covered in the new experience. We will move this to Gaining Support so the community can get behind this add their votes and comments.
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Ability to Select a Partial Main Residence Exemption Code (in the CGT Worksheet section)
Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.
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.
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Unreconciled transactions showing by spent amounts only
It would be great to be able to filter unreconciled bank transactions in the bank rec so that it displays only spent amounts (and not received amounts).
We have several thousand bank transactions in each month (mostly received amounts) under this entity and it would be great to be able to filter by unreconciled spent amounts only so that these transactions could be matched and processed before we run a weekly report of payables so that this report is accurate.
Thanks.
Marco
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.
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Bring back the functionality lost with the new Xero HQ interface.
The new Xero HQ is pretty but important functionally has been removed especially in the Staff tab.
With the previous version of Xero HQ we could go to the STAFF tab click "Assign client" and we could use the search bar, select multiple organisation with different names, tick them and assign permissions to them all in bulk. This can longer be done as the search bar "forgets" what was selected, when the selection is not on the same page.
From the staff view we now cannot see the roles of each and every staff member, we need to click on…
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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Trial Balance with Similar Account Type Groups
Dear Xero Team,
I’d like to suggest a feature enhancement for the Trial Balance report in Xero. It would be incredibly helpful if we could group similar accounts under custom headings—similar to how MYOB AE offers a "Account Type Group" feature.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.
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atomate & XPM Integration
As good as ATOmate is, it doesn't actually integrate to Xero. Every day or two, we need to manually run a couple of reports to get the correct data into ATOmate. According to ATOmate, this is an issue with the Xero API. There is a related issue with fee from refund integration, it would be great if the API could be adjusted to allow additional data to flow directly.
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.
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Default GST Inclusive invoices from Xero Tax(AU)
Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.
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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VAT - Effective Date of VAT Registration
I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.
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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FX Calculations on P&L - New Feature Request - Please take into account COGS for the same currency
Hello Team,
In P&L we have the concept of FX Calculations for foreign currencies:
Bank Revaluations
Realised Currency Gains
Unrealised Currency GainsBy design this takes the full amount of debt/credit and converts it to a base currency.
But in situations where COGS are paid for in the same currency, there should be a concept of only applying these FX movements on the net margin remaining.
For example.
I have an Australian business. Base currency AUD.
I send an invoice of EURO 100,000 to my Parisian client for the month. I receive the 100k in my EURO Foreign Currency Bank…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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Report Format - Allow for a 'fit to page' option when exporting to PDF
Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.
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.
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Xero partnership return - Balance sheet
In Xero partnership tax returns there is no option to populate the balance sheet boxes. Xero lacks this which i believe is core deficiancy and must be addressed immediatily
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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Payment made report
Is there a report on payments made after the due date to easily identify those not paid. Also I there a report available of payments made by INC year. This is to identify misdirected payments. If not can this please be made available.
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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tables
Can the notes to the accounts all have the ability to insert a table. Trying to do this freestyle is painful.
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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Xero Tax Sole trader accounts - Ability to run per tracking category not for all information
We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a…
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.
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summary
I want a report to be generated from Xero tax where i can view the total number of personal tax returns along with the bifurcation of tax returns on the basis of their current status. For instance, the report should have the total number of tax returns that need to be completed for the tax year 24-25 and then the breakdown of the same as per the status.
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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XPM - Multi Entity Invoicing
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
3 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.
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Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access…
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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notes
Notes for Clients - XPM migrated from using the 'Folder' field to a new 'Tag' field within the client record’s Notes section, to unifying 'practice management tools'. What was the point of this? We could run a report of notes and filter with 'Folder'. But with the new 'tags' you can only filter by tags within a single client. This makes no sense and has removed significant functionality of the notes in XPM. Also, "existing folder-based notes will be automatically migrated" has not happened - existing notes have not been updated with tags.
As a product idea: if replacing the…
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.
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Partner Hub - Ability to "group by" and "filter by" headers in Jobs widget
XPM shows your currently assigned jobs on the left, separated and grouped into the status of the job. This functionality is currently lost in the Partner Hub beta. It would be great to be able to "group by" status, in the jobs widget so provide some separation between different status jobs.
Would also be ideal to be able to "filter by" in a similar fashion, only showing jobs with a certain status for example.
Even better would be the ability to have multiple Jobs widgets - for example I would want a widget where that only shows jobs where I'm…
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.
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