966 results found
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Partner Hub - Include Partner Subscription Datafiles
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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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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Bulk update staff permissions and financial settings by level or team
I'd like to update staff charge out rates and access rights by team, rather than having to open each team member individually. With 90 team members, this is time-consuming and increases the risk of errors. I imagine many larger firms have the same problem.
Xero doesn't have a bulk update feature for staff charge out rates in Practice Manager or Xero Partner Hub. Each staff member's billable rate needs to be updated individually by going to Settings, then Staff, selecting the staff member, and updating their rate in the Financials & performance section.
Similarly, access rights and permissions need to…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Sign - Signature request log and timestamp history for accounts and tax returns
Can there be a log of when a signature request has been sent for signing the accounts and corporation tax return?
1 voteThanks for bringing this to the community, Samantha. We understand the main request is to have an audit trail for e-signature requests, rather than relying on individual document statuses or email records to track activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What information would be most useful to have in a signature request history?
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AU Tax - Option to Sign & File from the To sign screen
It's so annoying, when I'm on the To sign screen, and someone has signed (Returned) a tax return (or multiple) I select it (or them) and have to click Sign, then I have to click To file and wait for the page to load, then I have to click File.
On the To sign screen there should be a Sign & File button, so that I can (if I want) select the Returned tax returns (once) and click Sign & File, the same warning screen before I "sign" can show, and when I click OK, it signs it AND submits…
1 voteAppreciate you bringing this to the community, Sam. Having a combined Sign & File action in the To sign screen could reduce the steps involved in lodging multiple completed returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share your preferred workflow.
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NZ Tax - AIM return box overwrite
When preparing AIM returns in XPM it would be good if we could overwrite the boxes in "Other Balance Sheet Information", in particular box 54 & box 55. There is an issue presently when an asset is traded in and a new asset purchased on the same transaction in Xero, the AIM return in Xero Practice Manager incorrectly adds both the purchase and disposal values together as an addition. It would be great to correct this, and an overwrite function would be a great option.
1 voteThanks for raising this idea, Laurie! 👋
We appreciate you taking the time to share your feedback about being able to overwrite AIM return boxes 54 and 55 in Xero Practice Manager.
This is now open to others to vote, comment on, and share. We will post any updates here.
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AU Tax - Deductions for motor vehicle claims and depreciation against partner distributions
The ability to create depreciation and motor vehicle schedules against share of partnership (and some trust) distributions is critical. Cannot believe it isn't available.
1 voteThanks for highlighting this suggestion. We understand the request for partner-level motor vehicle and depreciation deductions to be reflected directly in the Partnership Tax Return.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share your thoughts.
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XPH - Restrict Tax tab visibility based on client access permissions
Problem
Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.
However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.
Why This Matters
Many firms use client access permissions to:
- Protect confidential client information
- Segregate duties among team members
- Ensure staff only work on their allocated client…
1 voteHi Aarush, thanks for raising this suggestion. We understand the request for Tax tab access to follow the client permissions assigned to each staff member. This could make it easier to manage access to sensitive tax information across practices with different teams and responsibilities.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your practice, add your vote and let us know how you'd expect the permissions to work.
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Practice Billing - One Billing invoice for all organisations
Hi, this single billing account for UK or global is very painful, why cant your practice account bill for all clients, seems ludicrous that i have to have 2 separate accounts to bill
1 voteThanks for sharing this idea. We understand why having one practice billing account and invoice for all your UK and Global/EUR clients would make managing your subscriptions simpler. ⭐
We'll start to get a gauge of the support for this from your idea, here. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too.
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XPH - Send emails and documents directly to Client Notes
Emailing and sending documents directly to XPM notes, not just jobs.
I think this could be valuable if subfolders could also be created.1 voteHi Jill, thanks for raising this. The request is for emails and attachments to be sent directly to the client notes in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest.
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Clients - Allow adding notes to archived clients in XPH
It would be helpful if notes could be added after a client is archived in XPM. Sometimes the offboarding process can be ongoing. Currently this just shows an error.
1 voteThanks for bringing this to the community. Being able to update notes on an archived client without changing its status could make it easier to keep the client record complete.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how you’d like this to work in Xero Partner Hub.
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NZ Tax - Add Status to filter options
You can create filters in the Tax-Returns view but Status is not an option. While there are separate tabs in the view for Draft/Completed/Approved etc it would be more useful to be able to filter to see everything except Assessed in one place.
1 voteThanks for taking the time to share this idea.
We understand how useful it would be to have Status available as a filter in the Tax Returns view. We’ll move this idea to Gaining support so we can gauge interest from the Xero community and help our product team better understand the demand and potential value of this improvement. While this step doesn’t confirm that the feature will be developed, community votes and comments help us assess how broadly this would benefit users and how it fits with other priorities.
If this would improve your workflow, please continue to vote and comment. It would also be helpful to hear which statuses you would most like to filter by and how you currently manage this today. 🙂
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XPM - Xero to XPM Sync for Invoices
We need additional syncing for when invoices are completed so wash ups don't have to wait the 24 hrs to complete.
1 voteThanks for sharing this idea. We’re moving it to Gaining support so we can understand how broadly the community would benefit from more frequent syncing of completed Xero invoices into Xero Practice Manager, rather than waiting for the overnight sync.
If this would help your practice, please vote for the idea and add a comment describing your workflow or the impact of the delay. Community feedback will help us gauge interest and better understand the need.
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Clients - Tracking checkboxes/indicators for compliance tasks (Super, Wages, BAS, IAS)
Client List - Buttons to tick if Super Guarantee, Wages, BAS, IAS have been done for Month/Quarter. Helpful to keep track of To Do's & Done's. Also especially now for PayDaySuper.
1 voteThanks for sharing this suggestion. We understand the request for compliance task indicators for Super, Wages, BAS and IAS directly on the Client List. Having these visible at a glance could make it easier to track what’s been completed and what still needs attention.
We've updated this idea to Gaining Support so we can continue tracking community interest. Add your vote if this could help your practice and let us know which tasks you'd like to track.
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AU Tax - Quarterly PAYG instalments notices
In NZ practice manager tax agents can send out provisional tax letters to clients from practice manager, has the ATO given the green light in Australia to allow Xero to obtain this information so that tax agents can send out PAYG instalment notices to clients. I know ATO mate and others have found a work around to obtain ATO correspondence etc from the ATO.
1 voteThanks for taking the time to suggest this, Angus.
We understand the ask to process PAYG instalment notices from within Xero Tax. We've updated this idea to Gaining Support so we can continue gathering feedback.
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Jobs - Archived jobs list default to newest first
When viewing the list of archived jobs the default view is sorted by name. As our annual jobs start with the year this means the oldest jobs show first. I want the newest jobs to show first so click on the Due column which sorts by the oldest date and then click again to reverse the order to show by the newest date.
It would be great if the view automatically sorted by the newest due date as most of the time it is the most recent jobs that you want to look at.
1 voteThanks for bringing this idea to the community. We understand the request to change the default sort order for archived jobs so the newest records appear first. This could make it easier to access recently archived jobs.
We've moved this idea to Gaining Support so we can continue gathering votes and feedback. If this would be useful, share how you'd use it
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XPM - AML/CTF Verification of client
Make the Verification fields mandatory in individual records if practice has had to register under rhe new AML/CTF obligations. Could be something in the user practice settings that if the practice has registered with Austrac that they switch this on so all individuals are verified when being set up or could just be mandatory for all. Also add 2 more fields to the Verification to meet the AML requirements: AML Client Risk Rating (CRR) – Low Medium or High
AML CRR Reason – enter the reason you gave the client the above rating1 voteThanks for sharing this idea about client verification mandatory for individual records, and adding fields for AML client risk rating and the reason for that rating.
If this would help your practice as well, please add your vote and comment with a brief example of your workflow. Details like whether you currently track this outside Xero, how often it creates extra admin, or what information you need to capture for AML/CTF purposes will help show the impact and build support for the idea.
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XPM - Search or Filter jobs bases on type of job
Search or sort for specific Jobs in XPM, such as all Jobs for Management accounts or VAT, In the Job manager it show all the jobs but i can not search or sort basies on type of Job. Adding this will make this tool better for managment
1 voteThanks for sharing your feedback here. We understand the request to add job type as a search or filter option in Xero Practice Hub. Having this available could help you find the jobs you're looking for more quickly and manage your workload more efficiently.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share your thoughts with us.
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NZ Tax - Need taxable income field available for reporting
We need to run a report showing the taxable income of all our individual clients (from the tax returns filed), to find those that are over the maximum liable earnings for ACC.
From there we check for clients who may have had more than one employer and therefore paid more than the maximum ACC levies, so we can contact ACC for a refund.
When we were using MYOB, taxable income was a field included in the tax letter reports so we could download and filter from there.
Apparently there is no way to get this data out of Xero, as…
1 voteHi Kathryn, thanks again for sharing this idea.
I can see why having taxable income available in reporting would be useful, especially when you need to identify clients who may be over the ACC maximum liable earnings threshold and then follow up on any possible refunds.
We’re moving this idea to Gaining support so others in the Community can vote for it and add their use cases. That helps us keep an eye on interest and better understand the impact this would have for practices using NZ Tax.
If anyone else in your practice would benefit from this, please encourage them to add their support and comments too.
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NZ Tax - File IR3R from XPM
IRD have requested that we file a IR3R for each residential rental property. It would be great to be able to include this submission with the tax return in XPM, instead of having to file this manually via MyIR. Please update the system so that this can be submitted together with the IR3 via XPM.
1 voteThanks for sharing your idea, Kahurangi. For now we'll start to get a gauge of the wider interest for this from the community here.
We'll share if there are any updates.
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