1158 results found
-
Xero Tax (UK) | Statements for Community Benefit Society Company
To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.
2 votes -
Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report
TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field
2 votesHi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
-
XPM Clients tab
In the new Clients tab, to have the ability to customise where the details are showing in the Information tab.
For instance, the Referral source (which we do not use) is currently showing at the top of the screen, whereas the IRD Number which is needed have to scroll down to view.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. 🙂
-
IRD Number visible on Client Page
Would it be possible to have the IRD number visible on the front client page (as an option on the column dropdown)
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. 🙂
-
Generating accounts - Fixed assets
We would like to be able to generate partnership and sole trader accounts in Xero without having to use Xero's fixed asset module. The fixed asset note generated in the accounts not is currently not fit for use without uploading all assets into the fixed asset module.
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. 🙂
-
Email to files then attach to invoice
Not a new idea, more returning of a feature that we can no longer use.
We want to email our self billing sales invoices to Xero files, then go into Xero files, select those invoices and add to a sales invoice and its they are there without having to add contact, or saving the invoice and then reopening to add them
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. 🙂
-
Have more flexibility over user settings and privileges
Xero users should have more flexibility over what they can access. For example, a user may not need access to the bank account yet may want to access Products & Services. However, the only way to access Products & Services is to be set up as a Standard user. However, a standard user has access to the bank, which cannot be changed.
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. 🙂
-
Sending Tax Returns and Documents to Clients Via Xero Software
We have received feedback from clients on the difficulty of them having to set up a ‘free account’ to login and view their documents and expressing that it is not user-friendly program to use.
The video isn’t clear and the instructions within the template that is sent out can be quite complex to navigate.
We receive numerous daily phone calls on how to create a free account and end up needing to cancel the document packs (already paid for) and have to resend to them via another portal or via email.
Please look into and make more user friendly for…
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. 🙂
-
reactivate
Make the reactivate process easier. Currently you need to change the selection to "All" under myxero. Hidden in the filter icon, could be more obvious with a visible drop down when you click subscription tab.
Current process
Select the Subscriptions tab.
Click the filter icon next to the search bar, select All, and search by the organisation name.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. 🙂
-
Subscription Transfers - Indicate current subscription
When a subscription is transferred to manage from one entity to another, there should be some sort of indication of what subscription package they are on. Currently we have to go back to the past accountant / client and 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. 🙂
-
semi sticky header
Semi-sticky header.
This would be useful in many areas, but an area where it would be very useful is reconciling bank transactions. Consider you're at the bottom of the page looking at a transaction, and you only have Xero open on one browser tab. You want to run a report or open another bank account targeting a new tab to cross-reference that transaction.
Currently, you have to scroll all the way up to get to the header menu, therefore losing the transaction you wanted to review. It would be great if you could scroll up just a little and the…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. 🙂
-
Efficiency on Home Page
A few recent updates have made it Xeroefficient - 1) when clicking the search bar before you could paste in the search bar straight away - now you need to click into the search bar before pasting which is an extra unnecessary step. 2) before you could go straight to financial settings from the home page in the drop down menu, now you need to click on accounting settings first and then click on financial settings.
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. 🙂
-
Business Continuity for XPM Users During Xero Outages
The recent global Xero outage at the end of October highlighted a challenge for firms relying heavily on XPM: when Xero goes down, so does a big part of your workflow. Many teams reported staff unable to progress work because core systems were offline.
How do other Xero Partners handle business continuity during these outages? Would it be valuable to have an integrated or secondary platform that allows firms to keep operating to some degree until Xero is back online?
What features would you want in such a solution—client visibility, task tracking, invoice status, or something else? Keen to hear…
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. 🙂
-
UK Tax - Ability to edit account headings on company accounts generated through blue Xero
It would be good to have the ability to amend account headings through the new company accounts via Xero blue. This could be linked to the reporting name or as an iXBRL heading. The main issue we are trying to address is including brackets around the word profit when there has been a disposal of a fixed asset (or loss if it is showing in the income section). just for clarity on the accounts.
1 voteThanks for sharing in the forums here, Becky. Appreciate the understanding of the pain point currently faced and how this could improve clarity. For now, we'll start to get a sense of the community interest in this here and I'll let you know if there are any updates.
-
Bring back the functionality lost with the new Xero HQ interface.
The new Xero HQ is pretty but important functionally has been removed especially in the Staff tab.
With the previous version of Xero HQ we could go to the STAFF tab click "Assign client" and we could use the search bar, select multiple organisation with different names, tick them and assign permissions to them all in bulk. This can longer be done as the search bar "forgets" what was selected, when the selection is not on the same page.
From the staff view we now cannot see the roles of each and every staff member, we need to click on…
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 🙂
-
Default GST Inclusive invoices from Xero Tax(AU)
Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.
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 🙂
-
VAT - Effective Date of VAT Registration
I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.
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 🙂
-
FX Calculations on P&L - New Feature Request - Please take into account COGS for the same currency
Hello Team,
In P&L we have the concept of FX Calculations for foreign currencies:
Bank Revaluations
Realised Currency Gains
Unrealised Currency GainsBy design this takes the full amount of debt/credit and converts it to a base currency.
But in situations where COGS are paid for in the same currency, there should be a concept of only applying these FX movements on the net margin remaining.
For example.
I have an Australian business. Base currency AUD.
I send an invoice of EURO 100,000 to my Parisian client for the month. I receive the 100k in my EURO Foreign Currency Bank…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 🙂
-
Xero partnership return - Balance sheet
In Xero partnership tax returns there is no option to populate the balance sheet boxes. Xero lacks this which i believe is core deficiancy and must be addressed immediatily
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 🙂
-
Payment made report
Is there a report on payments made after the due date to easily identify those not paid. Also I there a report available of payments made by INC year. This is to identify misdirected payments. If not can this please be made available.
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 🙂
- Don't see your idea?