939 results found
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Workpapers - Option to show Decimal Places
When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.
Can you please update Workpapers so that there is an option to show decimal places?
26 votesHi team, we appreciate your feedback and understand the importance of having decimal places visible in workpapers especially for tasks that require a high level of detail. I'm pleased to let you know that our product teams have paid close attention to the idea from our community here as they develop our new Workpapers solution, where all workpapers in the new solution will show 2 decimal places.
For those of you using the existing Workpapers solution, there's no immediate change. You can continue with your current workflow. Once the new solution becomes available, we'll share more information on how to access it.
We're beginning to roll this out to Partners starting with Australia, and will be expanding to other regions in early 2026.
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AU Tax - Exclude Client's Bank details and DOB when sending lodged return
Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.
Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.
This affects Xero Tax and Xero Practice Manager.
26 votes -
Xero HQ | Client list - Option to view client codes
We use client codes for all our clients. There is an option to input this into the client record, but it would be good to be able to see that on the screen and sort by it, rather than just alphabetical list of clients.
26 votes -
Xero HQ - Notification when a return is rejected by the ATO
To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.
Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.
26 votes -
Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements
Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without…25 votes"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
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Xero Tax - Allocate a percentage of Trust income to beneficiaries from Trust tax return
Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.
25 votesWe'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.
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Practice Manager - Add new WIP to an existing invoice
In other accounting management software, you can allocate WIP to a previously posted invoice. This is a really handy feature which prevents WIP being written off if a job has already been invoiced and no further invoices will be raised.
It helps with budgeting and KPI's (preventing WIP writeoff).
There are enough times when it has been needed, e.g. after a job has been completed and invoiced, and new information comes to light requiring a re-work.25 votes -
Xero HQ - Connect client record when receiving subscription transfer request
Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.
25 votes -
Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
25 votes -
AU Tax - Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
25 votes -
Practice Manager - Stop costs/disbursements being added to a Closed Job
It would be great if they system would not allow disbursements/ costs to be added to closed jobs.
This can cause a lot of admin work when Xero fees are bulk imported to our clients accounts job but is then closed once the accounts have been completed. We have too ensure the job number is updated on the import each time we close a job as the system will allow bulk uploads. It would be great if an error code showed and did not allow this to occur.25 votes -
Xero HQ - Warning when archiving client with active Xero organisation subscription
Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.
As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.
There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
a) cannot filter by…25 votes -
XPM - Ability to favourite recurring time entries
It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.
25 votes -
Practice Manager | Jobs - Add custom fields to recurring jobs
Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.
25 votes -
Workpapers - automated page breaks in notes
Page breaks in the Notes should be automated
25 votes -
Xero HQ - Combine custom reports with Adviser report
Would it be possible to combine the features of Custom reports (in particular the ability to set them as default reports and favourite them for access from the Reports drop-down) with Adviser reports (the ability to format using report codes and practice-wide sharing across any number of client organisations)?
Right now, a practice has to decide between:
Customising reports on a per-client basis - an incredibly time-consuming task to set up
or
Drafting an Adviser report every time - which can't be set as a default report on the Reports home screen or favourited for easy access and therefore takes…
25 votes -
Tax Workpaper - Imputation credit for "tax provision per P&L"
Hi there,
Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"
25 votes -
AU Xero HQ - Payroll Manager
It would be great to have Payroll Manager for Australia, to be able to see a list of clients who have payroll, reporting on last posted payrun, last filed payrun, last superannuation payment, status of superannuation payment (ie: submitted, approved, rejected, failed, etc). this would save significant time rather than having to open each client file one by one to check this information.
24 votesThanks so much for taking the time to share this idea with us.
This is something we’ve heard interest in from other customers as well, so we’re moving it into the Gaining support stage. From here, other users can add their votes and comments, which helps show how many people would find this useful and the different ways it would help them.
Our product team regularly reviews ideas in this stage alongside other work. While we can’t promise if or when this will be developed, the level of support and detail shared here is an important input into future planning.
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Client - Add a dedicated "Trading As" field to client's record
This request is for an additional “Trading As” name (or T/A) field to be added to XERO on “Contact” level. This T/A name must then also appear on the client invoices below the entity Legal Name. This T/A field must also be available separately on Client reporting level.
Examples of current problems we are experiencing:
The “Contact name” field is used to populate the name of the entity on the Invoices and various Reporting.This "Name field" in most applications or software programs must only contain the entity formal Legal Name. As several of our clients use a "Trading As"…
24 votesHi Juanita, thanks for sharing this suggestion. We understand that when you’re managing client records, having a clear way to separate legal names from trading names can be helpful.
The suggestion here is to add a dedicated Trading As / DBA field to contact records, so this information can be stored separately and be easier to find when managing invoices, statements, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from practices that use trading names as part of their day-to-day workflows.
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XPH - Collapsible fields when editing client information
It would be great to bring back the collapsible custom fields in XPM when editing client details. This previously made it much easier to jump between headings. With the new tabbed layout, all custom fields now appear in one long list with no distinction between headings, which means a lot more scrolling to find the fields we need to update.
24 votesHi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
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