1203 results found
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Billing and Subscriptions - Simplify reactivation of subscriptions.
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 voteHi Hunter, thanks for sharing your idea here.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will monitor this space for further updates.
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NZ Tax - Collect tax directly for IRD
Have Xero collect and pay the tax directly to the IRD on clients behalf. A little bit like Hnry, but do it better. Would be great for small business/contractors etc. IRD have really struggled to collect tax/gst in specific industries like construction and hospo
1 voteThanks for sharing this idea. We appreciate you explaining how direct tax collection and payment could support small businesses and contractors, especially in industries where tax compliance can be challenging.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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 voteHi Lisa, thanks for sharing this here. We can appreciate that having an indication of a subscription would be a good addition to avoid back and forth. We're moving this idea to gain more support so that other users such as yourself who would like to see this change implemented can also add their vote. You can now share this idea with your peers to get them to vote as well! :)
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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.
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XPM - Export as GST Inclusive invoices
Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.
1 voteThanks for sharing your idea to set the default tax treatment for invoices exported from XPM to Xero.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Tax - Automate Company Number, UTR number and Companies House authorisation code
We enter company number, company UTR number, director name when setting up client but why does this not get processed when preparing the company accounts and tax. We need to enter the company number, Company UTR number, Companies House authorisation code and director signing the return every time we want to use XERO tax. Surely there must be a way to simplify this so entering this information every time is a thing of the past.
1 voteThanks for sharing your thoughts on auto-populating statutory company details. We appreciate you explaining how this could streamline your tax preparation workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Practice tools - Notification when Job/Client WIP Budget is exceeded
Currently estimates/quotes require a specific amount of time to be allocated against a specific task for a specific staff member. We need either notifications when total unbilled WIP for a client reaches x amount OR to be able to create a quote/estimate for a total dollar figure across all tasks and staff, and have notifications set when that figure (or % thereof) is reached. This feature is standard in most timekeeping programs and I'm shocked XPM doesn't have it.
1 voteThanks for raising your idea with us here, Elanor. We understand how notifications to draw attention when a budgeted figure is exceeded would be useful. For the time being we're watching the interest on this idea, but will share if there are any plans made around this.
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XPM - Add a column for tax number to client list
Please add a column for a client IRD/tax number to the client list view in XPM to save having to drill into each client to find it.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero downloads - PDF Editor in Uploaded PDFs
Integrated PDF editor to allow for uploaded PDFs to be edited with highlights, notes, markings etc.
1 voteHi Karl, thanks for sharing this idea with us. We’re grateful for your engagement and for letting us know the changes that you would like to see to the way PDF’s work in Xero.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Customer Statement to show All Payments
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for…
1 voteHi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Customer Invoice Activity and the Contacts "Activity statement" . While this information is available on the account transaction report, it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
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BAS - Add a contact column for reveiwing
In the Activity Statement screen, in the transaction detail, the contact column should be in there so we can sort per contact and analyze the contact's gst application consistency. This is very beneficial in terms of reviewer task.
1 voteHi Krizza 😊,thanks for sharing this idea a contact column in the Activity Statement. We appreciate you explaining how this could support your review workflow. We’ve reviewed your idea and it’s now in Gaining support status, which means it’s open for community votes and comments. We encourage other community members who would find this useful to add their votes and share their experiences to help build momentum for this suggestion.
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XPM - Ability to "Go to Xero" from XPM search
When XPM search finds a client, you can click the arrow > to the right of a result to view the client's name, basic contact details, enter time, etc. For clients that have a linked Xero file, it would be great to be able to click "Go to Xero" from here as well.
1 voteHey Chris, thanks for raising this Idea and we are excited to say that with the new PartnerHub release you will be able to click the Go to Xero option as XPM and XHQ come together in a new platform. You can find out more about the upcoming release here.
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Edit Link - Not Delete Right Away
Whenever a link is attached in Xero Workpapers, and that link changes or gets deleted, there should be an option to simply edit or replace the existing link — instead of having to delete it and add a new one each time. The current process causes unnecessary delays when preparing workpapers.
1 voteHi team, I’ve got some updates on the Edit Link - Not Delete Right Away feature for Xero Workpapers. This is a confirmed feature for the new Xero Workpapers solution and is currently in development as part of the new Workpapers solution being developed in partnership with BGL and in the upcoming roadmap. The goal is to address a major workflow pain point that was raised directly from customer feedback. The plan is for a phased rollout, starting with Australia in FY26, Updates on the release will be shared through the Xero blog as we get closer to launch. This feature is part of a broader set of improvements focused on enhancing review, collaboration, and compliance within the new platform. ⭐
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XPM - show Annual Leave for Practice staff in XPM
For annual leave, sick leave and unpaid leave - have a link between practice payroll and XPM timesheets for practice staff.
Be able to show booked and taken leave clearly in XPM on the dashboard.
1 voteHi Sasha, thanks for your suggestion.
We've reviewed your idea and can appreciate that this approach may provide greater visibility in regards to practice staff's annual leave. We'cw updated the status to gaining support so that other members can vote and share comments to lend their support to this idea. We appreciate you taking the time to let us know what's important to you and your business.
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XPM - Job format
It would be helpful if you could move the job information sections into any order (and this is default for all jobs & Clients). The main focus when we open a job is to review the tasks and these are way down the bottom. At the very least the default job information layout could be that all the sections are closed and you can open the section you want without have to scroll down all the time.
1 voteHi Sally, thanks for sharing your thoughts on the job layout in Xero Practice Manager. We appreciate you explaining how quick access to task information is for your workflow. We're updating this idea to In discovery, which means our product team is reviewing the viability of your suggestion and exploring whether we could implement changes to the job format that better support your needs. We'll keep you posted as we learn more.
.🕵️
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Xero Tax - Title in uppercase
Currently the Client Title on a printed or downloaded tax return shows in all uppercase even though the fields in XPM & Tax are proper case. Would like this to be an option to choose so that the text is consistent eg either all uppercase or proper case.
1 voteHi everyone, thanks for sharing your feedback on formatting consistency in Xero Tax. The community team have reviewed this idea and it's now moved to Gaining Support, which means it's open for community support through votes and comments. We’d love to hear from others about how important this formatting option would be for your practice. Your continued engagement helps us understand which improvements could make the biggest difference for accountants and bookkeepers using Xero Tax.
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Xero Tax AU - Thin Capitalisation Reminder
If interest expense in Item 6 is over $2M, Xero Tax should remind preparers to consider thin capitalisation rules.
Reduces risk of oversight on large returns.
1 voteHi Zoe, thanks for sharing this idea about adding a thin capitalisation reminder in Xero Tax AU. We appreciate you highlighting how an automated prompt could support tax preparers when interest expenses exceed the $2M threshold. We've reviewed your idea and it's now moved to Gaining Support, which means it's open for community support through votes and comments. We'd love to hear from others in the community who might benefit from this type of compliance reminder, so please continue to share your thoughts and vote if this resonates with your practice needs.
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AU Xero Tax - Distribution to Beneficiaries with manually updated names flow
We have some companies and trusts with characters such as hyphens in their legal names. However, Xero Tax does not allow us to distribute directly to these entities due to these characters in their names.
Our current work around is entering the beneficiaries' details manually, but then the distribution does not flow directly to the beneficiaries' returns.
I think this may be a ATO limitation. However, in other tax programs I have used, I was able to use an alternate name so the distribution could still be directly linked to the beneficiaries return. I would like a similar feature in…
1 vote✨ Hi Chloe — thanks for taking the time to share this idea.We appreciate the practical suggestion to support an alternate name approach while keeping the correct legal name on file. We have moved this Idea to Gaining Support so we can gauge customer sentiment across AU Xero Tax and connected areas.
Please keep the conversation going and encourage colleagues to add context, this helps us prioritise the right improvements for partners and practices.
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BAS Installment Activity Statement - ability to unlock and load, and complete before due date for selected clients
Ability to complete activity statements before the end of quarter, or at least be able to unlock and load IAS's of select clients that we know have zero balances to submit.
1 voteHi Tania, thanks for sharing this idea. We appreciate you explaining how early submission of activity statements could streamline your workflow, especially for clients with zero balances. As you know, at the moment, Xero only supports lodging activity statements for the periods as they’re issued by the ATO, and we process statements in order to align with those obligations. This approach follows ATO-provided due dates and period availability, which are fixed by the ATO and surfaced in Xero to help you stay compliant. This idea has been moved to not in Pipeline as this is not something we are looking at currently. The Idea will be open for votes though and we will keep monitoring it. Thanks again for taking the time to share your suggestion with us and the community.
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Secretarial Functionality - Beneficial Ownership
Put all CIPC related applications in a separate secretarial Application. Beneficial Ownership has nothing to do with Tax, and I don't do tax so can't use Gatekeeper but I advertise Beneficial Ownership a lot and use a good, priced Beneficial Ownership submission to get my foot in the door and then try sell the client on Xero. You could also look at submitting Annual Returns to CIPC out of Xero as you have the clients Company registration number as well as their turnover.
1 voteHi John, thanks for bringing this idea to us. We appreciate the explanation of how beneficial ownership submissions fit into your business approach. However, this suggestion and it's now marked as Not in pipeline, which means it isn't on the foreseeable roadmap at this time. We'll keep this idea open for votes so we can continue to gauge community interest. Thanks again for contributing to the conversation 🙏.
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