966 results found
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Xero Sign - Access to view everything in a pack
Xero Sign
Often I send husband and wife docs to sign.
If we put the wife to sign their return, the husband cannot see it in the pack.
This might have been some privacy idea but think in terms of a real physical meeting, you have both pwople checking both, or if you post, both check both. It makes sense they both unde4stand each other.
So ability to see everything in the pack would be good.
Current workaround is I put the return in the pack a 2nd time with no spots to sign, so the other person can see…
9 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.
9 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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ATO - Medicare data
Grab all ATO online prefill data. Why exclude the data that shows how many days hospital cover was covered? Why not provide all the data that is available on the portal prefill pintouts? (Including previous year deductions and occupation etc)
8 votesThanks so much for raising this and explaining how you’re using the ATO prefill data. We’ve logged your feedback and will move it into our Gaining Support process so the product team can consider it alongside other work. At this stage there are no planned changes to how Xero imports Medicare and ATO prefill data, but your input is really valuable in helping us understand where improvements would add the most value..
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AU Tax - Show total Payable/ Refund amount on Activity Statement
The Activity Statements in Xero Tax need to have the total payable/refundable at the top of the screen like the Tax Returns do. It would be nice to see the result when you're on a different page than the summary page.
8 votesHi Rachel, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've opened this idea for the community to add their support. We'll monitor this space for more traction. Cheers!
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Xero Partner Hub | Clients - Option to email directly from Client list
Having the ability to email a client directly from the 'Search clients' area to avoid opening the client file.
If you search a client & click on the email in the column, there is a pop up just showing the email address again. This should be interactive so you can click on it & an automatic pop out to a new email opens, using your default program. Outlook in my case.
If I need to email multiple clients in a row, this method would be faster than opening each client file to automatically email then going back to search again,…8 votesHey LInda, thanks for raising this idea with us. Having the option to email a client directly from the client list in XPH is not something we have planned but we have moved this idea to Gaining Support so we can monitor votes and comments. Now all you need to do is share this with friends and colleagues to add their votes and comments!
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Practice tools | Clients - Error message when client record fails to save
I've just spent too long going through the client record fields to figure out that the reason that the record wouldn't save was a duplicate client code. Before the update, XPM would pop up with something like "client code already in use" or "TFN not valid". Now, there's no message at all. Please restore the error messages!
Further, please restore the ability to update related client addresses all at once.
8 votesThanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
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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.
8 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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Clients - Don't open a new tab when clicking on a job
Discontinue to automation of opening a new tab each time you click on a job
8 votesThanks for sharing your feedback on how jobs open in XPM. We appreciate you taking the time to let us know how this impacts your workflow.
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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Client - Layout: Move name to centre of page
The Client Name used to be clear and in the centre of the page before the new update. Now, I forget which client I am in, and it is easy to get it mixed up with the Referral Source.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page 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 - New Tab for All NON Lodged
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.8 votesThanks for sharing your idea.
We've reviewed it and now it's up to the community to get behind and support it.
Do 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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Xero HQ | Insights - YTD comparatives
on the Insights tab, be able to also compare YTD vs prior YTD
8 votesHi Serena, thanks for your suggestion to add year-to-date comparatives in the Insights tab in Xero HQ.
We’ve reviewed the idea and it’s now been marked as Gaining Support. This is a useful request that could add more context to client performance and make the Insights tool more valuable for advisory work.
We’ll be keeping an eye on how much interest this generates. If this feature would be helpful in your practice, feel free to add your vote or share how you'd use it, that kind of input is always helpful.
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AU Tax - Ability to lodge FBT return for clubs & society structures
FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:
Individual
Company
Trust
Partnership
Self Managed Superannuation FundNoting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.
8 votesThanks for sharing your idea and letting us know exactly what changes would make the biggest difference for you!
We've reviewed your suggestion, and now it's up to the community to get behind it. Please share your idea with any colleagues who would also benefit so they can add their vote and comments.
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AU Tax - ITR signatory for deceased or incapacitated individuals
Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.
8 votes -
Practice tools - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
8 votes -
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
8 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.8 votes -
Workpapers - Attach Document to Query
Ability to attach a document to a specific query on the accountant end.
Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.8 votes -
XPM - Partner, Account Manager and Job Manager merge fields
Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc
8 votes -
Workpapers - Format workpaper queries
The ability to format workpaper queries - currently when you type in a query you can enter paragraphs and do simple formatting or spacing out of the query to make it more readable, but as soon as you close the query, any spacing out of the query is lost and all the words run into each other making queries difficult to read.
8 votes -
Xero Workpapers - Actual Updates to the Product
I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.
Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…
8 votesHi community, we understand wanting to hear from us around improvements for workpapers and we have some good updates coming with our new Workpapers solution!
Some of the key enhancements you'll find in the new solution include; roll forward, direct ledger integration, granular user roles, and better collaboration tools. Once live to all we intend to continue iterating and adding enhancements to this new product.
We've started release to our Australian partners now, with plans to release to to all regions in the new year.
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