939 results found
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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 Me | Sync timesheets from Practice Manager (XPM)
Can the timesheet in XPM be synchronized to Xero Me?
10 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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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 BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).
Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.
10 votesHey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.
While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.
It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.
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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 -
Xero HQ | Clients - Export contact group
Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.
10 votes -
Workpapers | Entertainment - Mark clients as Non-GST
Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers
10 votes -
XPH - Display custom fields when recording time using Timer
Under the new UX in Xero Practice Manager, the Timer button does not display a custom field when recording time, only essential details like client, job, task, and notes. It might be good to add the custom fields on the same page when using Timer to lessen navigating or going to View Timesheet. This will save a lot of time. Thank you.
9 votesThanks for sharing this suggestion. Having custom fields available directly from the Timer window could make it easier to capture all the required information while logging time.
At the moment, custom fields can be completed from the detailed Timesheets view, but they aren't available in the Timer window.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which custom fields you’d find most useful to have available in the Timer.
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Jobs - Include Client Balance Date in recurring jobs report
Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager.
When you want to report on certain recurring jobs it would be helpful to have the financial yearend (Balance Date) field available as the financial yearend determines when a lot of recurring jobs start and end.9 votesThanks for bringing this idea to the community. We understand the request to make the [Client] Balance Date field available when building recurring job reports.
I’ve updated this idea to Gaining Support so we can continue tracking interest. It would be helpful to hear how you’d use this information and whether there are any other client fields you’d find useful alongside recurring job details.
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Reporting - Build Custom reports with no data limitation
It would be great to be able to create our own reports using any datas available in the system and not be restricted to the pre-existing one : my need is to mix some information from the payables with information from the third party card but I cannot do that directly in the solution I need to export both and do it in excel.
9 votesHi Camille, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Tax - Default refund account type to client
AU TAX - Default EFT account type to CLIENT
Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.
It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.
9 votesThanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience
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Practice Manager | Jobs - Search for client when creating a job
When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.
9 votesHi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
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Workpapers - Attach files to journals
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
9 votes -
UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
9 votes -
Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"
One of my clients found it very confusing when trying to view & sign a document within Xero sign, as she said there was not an option to view the documents before signing...
She only saw the option to "Click to Sign" - I advised her she could click this option & would then be able to view the documents before signing, but she was very upset that this option was described as "Click to Sign" & suggested that it should be changed to "Click to Review & Sign" instead.
This would have then been self-explanatory in her mind &…
9 votes -
Xero Practice Manager (XPM) Remove yourself from a practice in
It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.
9 votes -
XPM - Improve Sorting order of Client names in XPM
In MYOB, we had individuals as well as partnerships and trusts (which names included surnames of the associated individuals) set up in surname order, which would allow the clients to be sorted, filtered and exported to various lists or worksheets in that order and make it easy to compare/pick up other fields that should be the same for the group/family members (like addresses, emails for tax notices etc). In Xero, however, the names are sorted by the Name* (for entities) or Display Name* (for individuals) - the fields which we only want to be used as display names on the…
9 votesHey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.
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XPM - Have multiple timers open and useable at once
It would be great is XPM could have the ability to have multiple timers open / useable at once, so I can stop, start and resume between tasks as you pick up / put down. This was a great feature of MYOB AE.
9 votes -
XPM - Sync contact groups to Xero
Sync clients grouped in Xero Green to Xero Blue. Currently groups can be created in Xero Green and Xero Blue independently but are not synced or linked. It would be efficient and helpful to sync the groupings we have created in Xero Green across to Xero Blue.
9 votes
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