470 results found
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Remove the Country Code for Phone numbers and revert back to previous formatting
I noticed this morning that country codes have been added to all phone numbers, and the formatting of phone numbers has been affected accordingly. The issue with this, is we use the search function to quickly search for a client's phone number when a client calls us to see who is calling us. The formatting of the number has been removed, previously we had saved numbers as 04 11 111 111 and now the formatting is +6111111111 which makes quickly searching a number more difficult and not as quick. Please remove the requirement for the area code, or make it…
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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Filter tax page by group
It would be helpful to be able to filter by group on the tax page of the Xero practice manager so that we can see what MTD/VAT submissions are our bookkeeping clients for us to submit and which ones submit themselves.
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 - Trust return navigation
AU Tax - Trust Returns
Item 57 is missing from the navigation on the left.
It is compulsory for every Trust return, but is so difficult to get to.
Numerically, and logically, 57 belongs between 56 and 58.
[For some reason it has been hidden at the bottom of the business items - out of numerical order??? So we have open those items and scroll all the way to the bottom of that listing.]
Can we please have it on the navigation, between 56 and 58?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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Separate historical trustees (Section 5) from current signing trustees (declaration) on the Family Trust Election form
Section 5 of the FTE form requires all trustees of the trust since the proposed commencement of the election. That date can be several years back, and the list may include former trustees. The declaration only needs the current trustee(s), who sign the form.
At the moment, Xero Tax uses the same trustee data for both sections. You can’t remove a former trustee from the declaration without also removing them from Section 5. This means one of two things happens:
Section 5 ends up incomplete, or
the declaration lists people who aren’t current trustees and won’t be signing.This matters…
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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"staff schedule"
In the new Xero Hub > Jobs > Staff Schedule, need selections so that:
a) Sort so either the Unallocated Job Tasks do not show, or show at the bottom. At present if a staff member wants to view their schedule, they have to scroll through all the unallocated jobs first
b) As well as showing the hours budgeted, can the actual hours also be shown on the Staff Schedule. Currently can only see the hours incurred by going into the job itself.
While have the blue until over budget then goes red bar with the percentage of time taken…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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Irish users - need company registration number field in Organisation data
There is no filed currently for company registration number (CRO number) in the practice organisation set up. Therefore, the templates do no include this number, and on invoices it pulls in the VAT registration number instead - which is incorrect.
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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Open reporting
Please open up the reporting options. The current set up is unnecessarily complicated by sectioning everything off but not having all of the relevant fields available for reporting &/or for setting the criteria. Just let us build our own reports using all the fields in the system. It is so inefficient, requires timely workarounds to combine different sets of data, or we flat out cannot get the information we need. It's very frustrating.
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: Add Association of International Accountants as a choice. AIA is an FRC senior body along with Chartered.
Association of International Accountants (AIA) as a choice. AIA is a senior body along with the Chartered Accountants. The only difference with the latter is privy council decision. But all bodies are legally are of the same standing.
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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adding interest
It would be a game changer for many clients if Xero had the ability to automatically add interest to outstanding accounts receivable invoices that are overdue past a certain time.
It takes a LOT of time to go into each invoice and manually add interest to each one.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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Registered Address Field in XPH
Can we please have the ability to export our current Custom Field which is the Registered Office address directly into the new Registered Address Field in XPH, and then be able to choose that Registered Address Field in XPH in the Report Writer, that way we can bulk update the new field with the existing Registered Office addresses that we already have and also use it to run reports for Company Annual Returns
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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Dedicated Trading Name field within XPM
Summary of Feature Request
Please introduce a dedicated Trading Name field within XPM and make this field searchable, reportable, exportable, and available as a selectable column in client list views. The legal/client name should remain distinct and continue to be used for tax and BAS lodgement workflows. Since XPM and Xero are increasingly using a unified client record, accurate client master data is more important than ever.
Business Problem
Australian accounting and bookkeeping practices frequently work with clients whose trading names differ from their legal entity names.
Examples include:
Sole Traders
Legal Name: John Michael Smith
Trading Name: Smith Plumbing…
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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Prov Tax Payments Split between dates rather than left whole on the correct payment date in Schedule
We have noted that on the payment schedule of a tax return, when a payment is made that is more than the due amount for that date, the rest of the payment shows under the next payment date. Rather than showing the total amount under the one payment date. Is it possible we can have it so the full payment is just showing under the one payment date?
I do understand this requires traction before action, however - worth an ask.
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 Hub - tax widgets changes
The 2 tax widgets on the old home screen showed returns by month that could be filtered by tax year, and a bar chart for clear visual progress of filing by tax return type that could be filtered by account manager. Both these widgets were very helpful to us, but all that functionality has disappeared with the new partner hub tax widget that shows only current status of tax returns, which could be quite useful but not clearly presented, with very limited filtering options, and when you add the "compare last year" it shows nil for assessed returns because we…
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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remove country from address fields not required. overseas clients should be the exception
Remove Country address fields not required. overseas clients should be the exception.
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 - Return status
It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.
Waiting on information - return cannot progress until the client provides missing info.
Rejected - return has failed review and requires adjustment before it can be lodged.
1 vote -
Workpapers - Customise the Queries portal to brand colours
The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.
1 vote -
XPM reports - [Client] Group(s) criteria to show as dropdown list
When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option
4 votes -
XPM - Easy view of clients government gateway credentials.
Would it be possible to visibly see the Government Gateway currently set up for HMRC submissions for each individual client? At the moment I believe this isn't available, however it would be helpful to be able to view this information via Practice Manager
1 vote -
Custom report formula - formula can look through a closed group
It would be very handy to be able to create a formula in a custom report that could reference a group/custom row that sits within a closed group as sometimes you need these rows in order to drive the formula but they dont add any helpful information to the final report.
3 votes -
XPM | Jobs - Change order when moving time
When moving time to another job in XPM and you start typing the client name that the time is to be transferred to, it appears at the very bottom of the list, So you always have to scroll down the screen to see the job that you want to transfer it to. Could it please appear at the top of the list on the screen?
1 vote
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