939 results found
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AU Tax - Trust return navigation
AU Tax - Trust Returns
Item 57 is missing from the navigation on the left.
It is compulsory for every Trust return, but is so difficult to get to.
Numerically, and logically, 57 belongs between 56 and 58.
[For some reason it has been hidden at the bottom of the business items - out of numerical order??? So we have open those items and scroll all the way to the bottom of that listing.]
Can we please have it on the navigation, between 56 and 58?1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Separate historical trustees (Section 5) from current signing trustees (declaration) on the Family Trust Election form
Section 5 of the FTE form requires all trustees of the trust since the proposed commencement of the election. That date can be several years back, and the list may include former trustees. The declaration only needs the current trustee(s), who sign the form.
At the moment, Xero Tax uses the same trustee data for both sections. You can’t remove a former trustee from the declaration without also removing them from Section 5. This means one of two things happens:
Section 5 ends up incomplete, or
the declaration lists people who aren’t current trustees and won’t be signing.This matters…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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"staff schedule"
In the new Xero Hub > Jobs > Staff Schedule, need selections so that:
a) Sort so either the Unallocated Job Tasks do not show, or show at the bottom. At present if a staff member wants to view their schedule, they have to scroll through all the unallocated jobs first
b) As well as showing the hours budgeted, can the actual hours also be shown on the Staff Schedule. Currently can only see the hours incurred by going into the job itself.
While have the blue until over budget then goes red bar with the percentage of time taken…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Irish users - need company registration number field in Organisation data
There is no filed currently for company registration number (CRO number) in the practice organisation set up. Therefore, the templates do no include this number, and on invoices it pulls in the VAT registration number instead - which is incorrect.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Open reporting
Please open up the reporting options. The current set up is unnecessarily complicated by sectioning everything off but not having all of the relevant fields available for reporting &/or for setting the criteria. Just let us build our own reports using all the fields in the system. It is so inefficient, requires timely workarounds to combine different sets of data, or we flat out cannot get the information we need. It's very frustrating.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Tax: Add Association of International Accountants as a choice. AIA is an FRC senior body along with Chartered.
Association of International Accountants (AIA) as a choice. AIA is a senior body along with the Chartered Accountants. The only difference with the latter is privy council decision. But all bodies are legally are of the same standing.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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adding interest
It would be a game changer for many clients if Xero had the ability to automatically add interest to outstanding accounts receivable invoices that are overdue past a certain time.
It takes a LOT of time to go into each invoice and manually add interest to each one.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Registered Address Field in XPH
Can we please have the ability to export our current Custom Field which is the Registered Office address directly into the new Registered Address Field in XPH, and then be able to choose that Registered Address Field in XPH in the Report Writer, that way we can bulk update the new field with the existing Registered Office addresses that we already have and also use it to run reports for Company Annual Returns
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Dedicated Trading Name field within XPM
Summary of Feature Request
Please introduce a dedicated Trading Name field within XPM and make this field searchable, reportable, exportable, and available as a selectable column in client list views. The legal/client name should remain distinct and continue to be used for tax and BAS lodgement workflows. Since XPM and Xero are increasingly using a unified client record, accurate client master data is more important than ever.
Business Problem
Australian accounting and bookkeeping practices frequently work with clients whose trading names differ from their legal entity names.
Examples include:
Sole Traders
Legal Name: John Michael Smith
Trading Name: Smith Plumbing…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Prov Tax Payments Split between dates rather than left whole on the correct payment date in Schedule
We have noted that on the payment schedule of a tax return, when a payment is made that is more than the due amount for that date, the rest of the payment shows under the next payment date. Rather than showing the total amount under the one payment date. Is it possible we can have it so the full payment is just showing under the one payment date?
I do understand this requires traction before action, however - worth an ask.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Partner Hub - tax widgets changes
The 2 tax widgets on the old home screen showed returns by month that could be filtered by tax year, and a bar chart for clear visual progress of filing by tax return type that could be filtered by account manager. Both these widgets were very helpful to us, but all that functionality has disappeared with the new partner hub tax widget that shows only current status of tax returns, which could be quite useful but not clearly presented, with very limited filtering options, and when you add the "compare last year" it shows nil for assessed returns because we…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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remove country from address fields not required. overseas clients should be the exception
Remove Country address fields not required. overseas clients should be the exception.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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NZ Tax - Automatically create GST return on GST Job creation
It would be great if when a GST Job is created by a recurring job template, the GST return could also automatically be created.
We missed filing a GST return because a Job was created but return not yet started, and the Job Status accidentally changed to Complete so it was archived and disappeared from the screen & reports so no-one picked it up till after the due date.1 voteThanks for raising this suggestion. Automatically generating a GST return alongside each recurring GST job could improve efficiency and help ensure every job has a corresponding return ready to work on.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d expect the process to work.
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Jobs - Ability to customise Important Dates view
Job manager > Important dates
It would be good to be able to customise this view.
I would like to be able to select 'Milestones' from the 'Show important dates for' dropdown menu.
I like that the view shows three months, however, it's too expanded; I need to scroll down considerably to view the current date and future months. Considering it could probably not include less job information than what the calendar already shows, it may be helpful to have more options in the 'Show important dates for' dropdown menu, or the ability to customise the view (such as view…
1 voteThanks for raising this suggestion. Being able to customise the Important Dates layout or view shorter timeframes could make tracking job deadlines more efficient.
We’ve updated the status to Gaining Support. If this would improve your workflow, add your vote and share your preferred view.
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AU Tax - Access Practitioner Lodgement Service (PLS) Reports directly from the Reports menu
With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.
1 voteThanks for raising this suggestion. Having PLS Reports available under the main Reports menu could make it easier for tax agents and practice teams to access important lodgement and refund information without navigating through multiple settings screens.
For now, you can bookmark the PLS Reports page in your browser for quicker access.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d like the reports organised.
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NZ Tax - Prompt for IR215 check for returns with WFFC or SL
If a return has Working for Families tax credits or a student loan a IR215 should really be attached to the return. it would be good if XPM NZ could flag that a verification message when audit checking / finalising "Should a IR215 be attached to this return" if its not already there.
1 voteThanks for sharing this idea. A targeted audit prompt for the IR215 form on returns containing WFFC or Student Loan details could provide an extra layer of confidence during tax return reviews.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share how you’d like the validation to behave.
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NZ Tax - IR3 Warning if IETC claimed when individual has NZ super income
It would be great if XPM had an error check for IETC claimed in improper situation such as receiving NZ Super or receiving Working for Families
1 voteThanks for sharing here, Claire.
NZ Tax already does a check for Working for Families(WFF) and if there's a WFF schedule attached then the IETC boxes are disabled.
We appreciate how a warning for when an individual has NZ super income, and this is something our product team will consider. For the time being we'll get a wider sense of interest through your idea here.
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Navigation - Add link from Xero business organisation to XPH
When in a client's xero file, it would be great to link back to XPM. We can go XPM to client file but not the other way...
1 voteThanks for raising this. The main request is to add a direct XPH link within the client's Xero organisation, creating an easier way to move back to the practice. This could be particularly useful when switching between jobs, client details and accounting tasks throughout the day.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share what you'd expect the link to open to.
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XPH - Include partner subscription organisations and insights in Partner Hub client lists
It would be helpful if Partner Subscription Datafiles could be included in the Partner Hub so Insights etc could be accessed for the business. Perhaps it could be an "Opt In" option as some Partners may not wish their Insights to be included for others to view? But would be very good for sole Practitioners. Perhaps "Opt In" from the Partner Hub list in the overflow choices on far right column of Business name?
1 voteThanks for taking the time to suggest this. Having partner subscription information available in the Partner Hub client list could make managing practice and client organisations more consistent.
We’ve moved this idea to Gaining Support so we can continue tracking interest. If this could improve your workflow, add your vote and share which practice insights or information you’d find most useful to access from the client list.
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Advisory Directory - expand to include more details from the inquirer.
Allow for more details in the "contact an advisor" that the person must fill out. The referral information we receive is extremely limited, the amount of spammers out trying to scam us or hack our information is insane. I've got 9 inquiries in the past 10 days and they all appear to be spammers, but I can only make that assumption off of an email address and a couple of check boxes. I've turned off the directory rather than deal with this. I realize Xero can't control the spammers and this can be a helpful feature for people needing real…
1 voteAppreciate you raising this idea. We understand the request to include more detailed required fields and a custom message on the Advisor Directory inquiry form. Having more context about an enquiry could make it easier for advisors to understand the prospective client's needs and identify genuine enquiries.
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 what information you’d find most useful to collect from prospective clients.
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