1159 results found
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XPM - Invoice Pay Now function
Invoices issued from XPM need to have the ability to have payment services so that clients can click on a Pay Now button and pay the invoice immediately in order to:
- improve cashflow by collecting monies as soon as possible
- remove the need to push invoices into blue xero to gain access to Pay Now functionality
- remove double handling of invoices that practice staff originate in XPM and then operations staff have to issue from blue Xero. Practice staff should be able to manage practice invoices without having to involve operations staff.10 votes -
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
10 votes -
Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
10 votes -
Tax returns - Default print order layout for all return forms
Thank you for introducing this for individual tax returns, but can you also create for all other form types?
10 votes -
Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
10 votesHi team, I'm happy to share that this is a feature you can look forward to having soon! If you haven't caught up on the Xerocon announcements you can read up on our blog.
Xero Partner Hub is the new practice experiences bringing all your practice tools together in one place and will be launching to partners early 2026. This will include many improvements to clients like being able to create a group from within a clients record. 🙂
Read up on the Xero Partner Hub on our website, where you can also register for early access beginning in Nov.
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Practice Manager - Bulk update ITR due dates within tax return
Practice Manager - Bulk update ITR due dates within tax return
If we request the income tax client report through Xero, the due dates update in the client detail level, but not in the tax return if they have already been created.
Being able to bulk update the due dates within the tax return, especially when deferrals are requested and successful with the ATO would be helpful as manually updating them all can be time consuming.10 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
10 votes -
XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included
Automatic Activity Statements - Partner/Manager Fields.
Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.10 votes -
Xero HQ | Clients - View clients that need to file GST
Bring back Xero HQ Activity tab. It was the only place you can see which of your clients GST Returns still needed to be filed.
You cant even generate a report for this in myIR Intermediary.
10 votes -
AU Tax - Ability to change day time contact
Day time contact number in individual tax return.
Individual tax return cover page has two options
Mobile number and day time contact number
day time contact number is by default picked up from practice management setting which is practitioner number.
there is no a way to change this day time number to client contact number automatically.10 votes -
NZ Tax - Automatically select 'Split Provisional 50/50' for clients.
It would be helpful if XPM could automatically select 'Split Provisional 50/50' for clients since the system already has the information from the IRD to do this. This would stop clients future provisional tax showing incorrectly on a current tax return and in tax payment reminders and would instead ensure the figures advised to pay agreed to the IRD's figures without us having to manually intervene.
10 votes -
AU Tax: Colour code text to distinguish between refundable and payable amounts
Just a simple one, but it has something I've spoken to many Xero account managers over the years.
When preparing a tax return, you currently see an amount payable or amount refundable in text, and the dollar amount in bold black next to it.
I feel that it would be a simple, yet positive change, to have the dollar value display in green when there is an amount refundable, or red when there is an amount payable. The colour system ensures that there can never been any mistake when quickly glancing at the dollar amount, for instance, when doing a…
10 votes -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
10 votes -
Xero Sign | Email notification of who has signed in the document pack
Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.
10 votesAppreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
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Xero Sign - Order the signature
Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.
10 votesHi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.
Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.
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Recording Statistical data
Xero should be having a feature Statistical GL where one can enter statistical information or numbers which are vital for analyzing business trends.
For example, If I am maintaining books of a restaurant and I want to record daily covers (footfall or number of customers) which can help me analyze revenue per cover, spend etc.
There should an option to create some designated ledgers to input and maintain these statistical information which does not affect any financial statements but can be used for business performance analysis.10 votes -
Xero Tax (NZ & AU) - Print multiple returns at once
Being about to print multiple Tax Returns by selecting the box in Returns and having a print options, it would be amazing if you could also select to redact Tax file numbers or choose to print them.
At the moment I need to print 17 today, I have to go into each individual client and select the tax return, select to print etc. It would save a lot of time being able to print multiples10 votes -
Xero Workpapers - Order of Workpaper packs should be most recent FY first
When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.
10 votes -
Practice Manager - Option to exclude 'completed' from job list
Removal of 'completed' jobs from the job list when preparing an invoice in XPM.
Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.
10 votes -
AU Tax - SMS Option for Sending BAS and Tax Returns for E-Signing
We'd love to be able to have the option to send an SMS to a client for BAS signing
9 votesThank you for sharing your valuable idea and letting us know which changes matter most to you.
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