939 results found
-
Settings - Reducing the size of text/fonts on the screen
Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…
7 votesThanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
-
Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
7 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
-
Workpapers - Edit prepayments
Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.
7 votes -
XPM - Ability to stop payment letters from being generated for non clients
Hi,
Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.
7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We're tracking the interest for being able to prevent payment letters for non-clients through the idea here and if there are any updates we will share, here.
-
Workpapers | Depreciation Schedules - Add Accumulated Depreciation as a default
I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.
7 votes -
AU Tax - Update Contact default to Tax agent/Practice name
For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…
7 votes -
BAS - Make Finalise BAS the default option
It's great that there is now the option to finalise and create a bill on a BAS...however that is not the default choice for Tax & BAS Agents so it would be nice if the big button was to FINALISE the BAS and the small button with the option to create the bill. Leave it as default in the linked to ATO BAS (lodge and create bill) but for BAS that aren't being lodged in Xero directly it's not helpful.
7 votes -
TPAR - Ability to add more than 12 rules
TPAR - Ability to add more than 12 rules. Some clients like to separate out each type of subcontractor they have on the books and end up with a lot more than 12.
7 votesHi everyone, thanks for all the engagement so far. We're just popping in to refresh this idea's status.
We understand the ask to add more than 12 TPAR rules could better support businesses with more complex reporting requirements.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how increasing the rule limit would improve your TPAR workflow.
-
Personal Tax (UK) | SA102M Ministers of Religion pages
I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.
7 votesThanks for your support in this idea, everyone. While this isn't in our plans atm we're continuing to review the ideas from the forums here.
We'll keep a gauge on the interest for SA102M Ministers of Religion and let you know if there are any updates for this, here.
-
AU Tax - Client substantiation for Trust, Partnership and Company tax returns
AU TAX - Client Substantiation for all Tax Returns.
Only Activity Statements and Individual Tax Returns have Client Substantiations. Can we have client substantiation documents on all tax returns included in Trust Tax Returns, Partnership Tax Return, Company Tax Return.7 votes -
User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
7 votesHi team, we hope you are liking the new staff and client experience for managing your practice, with Xero Partner Hub beginning to rollout to practices over the coming months.
To provide an update on the desire for being able to provide a practice access when a practice staff is invited into a clients org - this is something our teams are currently exploring. While we can't make commitments as yet, we will keep you updated of any development for this through this idea. Thanks
-
AU Tax - Agent nomination from Xero
Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…
7 votes -
AU TAX - Send tax returns to clients directly through Xero Tax
It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.
7 votes -
Xero Tax (UK) | Prepare sole trader accounts on cash basis
Ability to create sole trader accounts on the cash basis to pull through to tax returns.
7 votesHi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
-
NZ Tax - Remove 901D sample templates from dropdown menu
We would like to be able to hide or remove the Xero sample letter templates as an option in the Tax Payments page. We would like to remove them so that tax admin staff don't accidentally use those templates instead of our custom branded templates.
7 votes -
Xero Tax - Import and export tax returns
It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)
7 votes -
Billable Expenses - Feature to flow through to XPM Clients
It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.
7 votes -
AU Tax - Import deductions for individuals from an excel file
AU Tax - It would save time being able to import deductions for individuals from an excel file.
7 votes -
Practice Manager - Housekeeping (Assisted PII data removal for archived clients)
From what I understand is common in a lot of firms is when a client leaves/dies/etc their client profile is archived in XPM and the data persists into infinity.
Given the latest high profile data breaches is would be good if XPM had a Housekeeping module where firms could identify archived clients where the attached Personally Identifiable Information (In particular TFN, Bank account, phone/mobile and addresses) is no longer needed and permanently remove it in a structured process.
A similar process may need to be created for the forms that we generate from XPM so they they are permanently removed…
7 votes -
Xero HQ ASK - Have one question dependent on answer to another
For example:
Question: Do you have ***? Yes/No
If Yes – add a file attachment
If No – then go to next question(As in MS Forms)
7 votes
- Don't see your idea?