1159 results found
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Xero HQ - Set a date range for reporting
Allow the ability to set timeframes to the the reporting currently on Xero HQ.
For example to receive a quick overview of the bank reconciliations at the year end to see how much is to be reconciled and for what bank accounts.
2 votes -
AU Tax - ability to update status in all tax return tab - additionally add ability to see more fields/columns for each tax return
The tax return view/list can be significantly improved through:
- the All tax return tab - ability to update the status from here. Currently, when we go to Lodge, we have to find the return in the All tab to determine what status it is at, then go to that specific status tab, find the return again, and update the status - this is really cumbersome, particularly when we are lodging numerous returns that are all set at different statuses.
- the ability to see more fields/columns for each tax return to reduce the risk of lodging the incorrect return.…1 vote -
Xero Tax (UK) - Add CAI (Chartered Accountants Ireland) as an option for Accountants' Report type
As a UK accountancy practice based in in Northern Ireland, it would be great if our Regulatory Body, Chartered Accountants Ireland was available for us to choose as an out of the box Accountants Report. This would then allow us to use this for Company Accounts and then to use the 'default report' option for Sole Traders, who require a different type of Accountants Report.
20 votes -
Workpapers - Floating 'Refresh' button as you scroll
Would be great if there was a second "Refresh from Xero" button in Xero Workpapers when preparing the workpaper pack. Idea being that the button stays constant as you scroll down the page with a large volume of accounts. This saves having to scroll back up the top of the page and scroll back to the account you were working on.
1 vote -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
2 votes -
Xero Tax (UK) | Structured Buildings Allowance annual rollover
I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.
2 votes -
XPM - Reassign client in bulk
Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.
83 votes -
XPM workpapers - Additional field to Hide Resolved Queries
Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.
1 vote -
Workpapers - Add Next button to bottom of page
The 'Next' button in workpapers, should be added at the end of the page (eg, A5 - Analytical Review) as this flows better for reviewers and saves time having to scroll to top of page when client has MANY accounts
5 votes -
Workpapers - Download supporting document from 'Documentation' icon
Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great
1 voteHi team, we’re excited to let you know about a confirmed improvement coming to our new Xero Workpapers, where you'll find a much improved preview and ability to download supporting documents!
The rollout of new Workpapers will be phased, beginning with Australia with more regions to come in FY26.
While the new solution will make this process more seamless, you can still download supporting documents in classic Workpapers today by; downloading individual files from the 'Supporting Documents' list or exporting the entire workpaper pack as a ZIP file, which keeps all your original documents organised and ready for download.
I'll be return to let you know once new Workpapers is live to you all.
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Workpapers - Add 'Go to Query' link for internal and review queries
Under the Queries tab, Internal Queries and Review queries should contain a link to where the query was posted, so reviewer/prepared, can be taken to the specific item - Eg. Preparer makes note for income item under A5 - Analytical Review, Link should be enabled so Reviewer can be directed to query sitting under A5 - Analytical Review.
2 votes -
XPM Prior year workpaper - Ability to define in another colour.
Prior year workpapers - would you be able to change colour for financial years for workpapers. I refer to prior year workpapers to complete a job. It would be helpful to have different colours for current and prior year Xero workpapers to avoid confusion when both open at once.
1 vote -
Xero Tax (UK) | Automatically calculate Indexation allowance
Need the facility for Indexation allowance on capital gains to be automatically calculated by Xero Tax
1 vote -
Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
13 votes -
Client queries - Uploading to specific line item
Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.
24 votes -
XPM - Automatically email invoices from Xero to client
Automatically email invoices from Xero to client, upon Practice Ignition proposal approval
1 vote -
XPM - Add an Account Manager column to the client list
Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.21 votesThanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
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Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment…
4 votes -
Xero Tax Asset Register - Written off Assets not Remaining on Register
Hi,
In tax returns for clients that have a business schedule in their ITR, when an asset is fully depreciated, in the following year it disappears from the tax return and depreciation schedule altogether.Is there a way assets can remain on the depreciation schedule? It is very handy to have a full depreciation schedule for all assets, particularly if clients sell assets in the following years.
Thank you
12 votes -
XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper
Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.
That review point shows up in the list at the bottom of the workpaper.
If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.
I have to scroll down to the bottom to reply to the review point.
When I get to…
6 votesHi team, as you might've heard we have a new Workpapers solution that will be rolling out to partners over the coming months. It focuses on creating a more streamlined and deeply integrated compliance workflow, taking on board many of the ideas represented in community here.
While the new solution won't show the account name just yet, there is a reference to the account number denoted to the right of the review point. You can see an example in my attached image.
We appreciate partners would still like to see the account name referenced and we have another idea that we're tracking interest in this for here, please do add your vote to that if you'd like to see this too.
We'll be staggering the rollout with Australia first off the cuff, and other regions to follow in early 2026. I'll keep you updated of it's release here. Thanks!
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