1004 results found
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Practice Manager | NZ Tax - Ability to edit the tax notes once tax payment notice approved
When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.
3 votes -
Practice Manager | GST period - More filters
I would like to be able to create a report of clients whose GST filing is due but there are not enough fields to filter them out. We can select 2 monthly but not select whether they are '2 monthly odd' or '2 monthly even' and we can select 6 monthly but not choose which 2 months of the yer their returns are due. It would be great if we didnt have to enter the same info twice by creating a custom field.
3 votes -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
3 votes -
ooa email
Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.
3 votesHi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
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Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
3 votes -
Xero Tax (UK) | Add/group headings in reports
Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.
3 votes -
Subscription - Select from org users when transferring
When requesting a transfer of the subscription, display a list of current users so that one can be "ticked" / selected as the receipient. As generally these are the clients anyway.
This would ensure correct details, as the user name and email address is already in Xero.3 votes -
Practice Manager | Timesheets - Search job by keyword
On the timesheet entry page, allow users to type keywords in the "Job" section and show search results.
At present you have to click the dropdown, which lists all open jobs, and then find the job you are working on.3 votes -
Workpapers - GST and PST bills should generate the date of the end of the period reported
Generated GST and PST bills should generate the date of the end of the period reported. January to March reporting should generate a report with the date of March 31, 2024 and not the date of that the bill is generated.
3 votes -
XPM | Client - Business Name field
It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.
For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.
3 votesHi team, we want to share an update with you all here. As announced at Xerocon we have Xero Partner Hub which will combine all your practice tools into one experience. Along with the changes from the client list you will be able to add Organisation name and Legal/Trading name as columns which will be be searchable within the Client list.
So, where a client's Xero org is connected this data will pull through to the list and you'll be able to search by the client name, organisation name or legal/trading name. Find out more and prepare for the Xero Partner Hub on our website.
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XPM - Additional filters on standard reports
XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.
3 votes -
Management Reports Pack - Add the standard compare tracking categories P&L to the Management Reports Pack
It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.
3 votes -
Practice Manager - Ability to change the Priority list
Can we have the ability to make changes to the Priority list rather than just having the current 4 options.
3 votes -
Practice Manager - Custom fields that allow document uploading
Create custom fields that allow document uploading.
3 votes -
Xero Sign - Increase number and allow renaming of custom Xero sign templates
Be able to label custon Xero sign templates and add additional custom templates.
3 votes -
Xero Search - Ability to search clients from Xero Tax(AU)
And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.
3 votes -
Client Details - Hide Blank or Unnecessary field in XPM Client data
Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.
3 votes -
AU Tax - Detailed breakdown of prefilled Allowances from STP data
I refer to
CX0018002998this https://productideas.xero.com/users/6251636716-christopher-le was wrongly merged to another idea.
I paste it again
When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###at the moment the function just inputs the total allowance figure shown in prefill
2 votesHi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
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XPM - Duplicate Town names removed
Remove duplicate suburb name for NZ addresses. Currently needs to manually delete the duplicate suburb name when using the auto-complete feature to populate address fields
2 votesHi there 🙂
Thanks for sharing this with us — we understand how frustrating it is when the address lookup repeats the town or suburb and creates extra tidy-up work.
We’re aware of this behaviour, and we’ve now moved this idea to Gaining Support so we can better gauge community interest and understand the wider impact this is having for customers.
We’ll continue to monitor the feedback here as it comes in. Thanks again for taking the time to raise it.
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AU Tax - Automatically exclude Superannuation Taxed Elements for clients aged 60+
Xero Tax makes no attempt to look at the age of the recipient of superannuation annuities. Taxed Elements for individuals over 60 years of age are meant to be excluded from the tax return. The ATO does this automatically - Xero Tax does not. It is not a feature request, this is an error in the software that needs rectifying.
2 votesThanks Chris for the feedback. We hear that reviewing and adjusting superannuation components based on age can add extra steps during the return process.
Incorporating age-based logic for Superannuation Taxed Elements may help reduce manual handling and support more streamlined preparation workflows. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
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