27 results found
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additional relationship options
We have a number of Trust who now have "Special Trust Advisors" appointed by Deeds. I would like to be able to add in Special Trust Advisors as a relationship in trusts.
It would be really useful to be able to customise the relationship options in all business categories
4 votesHi 👋 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.
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AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
3 votesHi 👋 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.
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Removal of duplicate suburb name for NZ addresses
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 👋 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.
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Clients - Relationship type for Executor
Can we please have a Relationship Type "Executor Of" relevant for executor/s of an estate.
2 votesHi 👋 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.
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2 votes
Hi 👋 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.
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increase the client field length
Allow adjustable column widths in the Clients screen (like Excel), especially for the Client Name field. Long entity names are currently truncated, making it difficult to identify clients. Also allow adding additional columns such as ABN and Address. This will significantly improve usability for practices managing large client bases.
2 votesHi 👋 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.
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Credit notes - Add another / Supplier name Lock
Bills:
For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.
Being able to lock a supplier/ 'From' when adding Bills, so we don't need to search for every bill, for when we have multiple bills under one supplier.
Maybe a lock button next to the contact name which can be clicked to unlock it when no longer needed.
2 votesHi 👋 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.
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Filter by Staff Teams when Assigning Client Access
It would be useful to filter by staff teams when allocating access to a client in Xero.
We already have the ability to group staff into teams within Xero HQ, and it would speed up assigning access to large groups of staff members if we could use these teams when assigning access to a client in Xero HQ. This could be added to the 'Filter' option.
2 votesHi 👋 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.
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"Trading as" Field required
This request is for an additional “Trading As” name (or T/A) field to be added to XERO on “Contact” level. This T/A name must then also appear on the client invoices below the entity Legal Name. This T/A field must also be available separately on Client reporting level.
Examples of current problems we are experiencing:
The “Contact name” field is used to populate the name of the entity on the Invoices and various Reporting.This "Name field" in most applications or software programs must only contain the entity formal Legal Name. As several of our clients use a "Trading As"…
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.
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Xero Tax - Ability to have a custom template for CURNN
I would like to be able to create a custom cover letter to go with the CURNN.
2 votesHi 👋 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.
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Client - Search Using TFN & ABN
Xero announced yesterday that the search via TFN and ABN are now both possible from the Client list. I have tested and we can still only search by using the TFN. ABN search is still not working.
Is anyone else experiencing this same issue.2 votesHi 👋 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.
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Prefill payg instalments paid/raised in tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
2 votesHi 👋 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.
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XHQ - Bulk amend access to Bank Admin
It would be great if we could remove access to Bank Admin for staff members from all client organisations that they have access to. Curently we have to go into each individual organisation to remove this.
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.
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AUSTRAC Reporting Fields
With all the new AUSTRAC reporting requirements coming soon is Xero adding any beneficial features to Practice Manager eg a Risk Rating box and any other reporting fields that might be helpful to be compliant with AUSTRAC and to reduce having to use additional software to keep track of these.
Are there any links to apps you suggest for this or what are other accountants using to assist with all this.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.
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Xero Tax AU - Scheduled tax emails
Can XPM/Xero tax add a scheduled send feature? So that we can schedule tax returns/BAS returns to be sent at a set time and day to the client for signing? Content snare, Outlook etc all have these features and its very much missing from XPM.
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.
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XPM - It would be great to be able to have the search function for Job State.
Please consider adding Job State as a searchable/filterable field in XPM, as this would improve usability.
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.
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UK tax - Ability to split debtors due for longer than 12 months
Xero Tax currently doesn't have the functionality to separately display non-current assets and current assets as distinct sections on the face of the balance sheet. The software is presenting all debtors (including the deferred tax asset) under the current assets section, with the split between current and non-current amounts shown only in the notes.
Whilst FRS 102:4.4A states that in most cases it's sufficient to disclose amounts due after more than one year in the notes, in our recent case we identified that we had a material item that requires separate disclosure on the face of the balance sheet 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.
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Xero Ask - a universal login link for ask queries
If my client is tech challenged and cannot figure out how to follow a signature request link from your emails, I send them the link to https://portal.xero.com/ and they can usually manage it from there. This appears to work for document packs too.
Can we please have a similar universal login link for ask queries?
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.
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Restore the ability to open XPM search results in a new tab using CTRL + click.
Please restore the ability to open XPM search results in a new tab using Ctrl + click.
I regularly use the search button in the top right of XPM to look up client names. While right-clicking still allows links to be opened in a new tab, Ctrl + click no longer works.
Ctrl + click is a much faster and more natural workflow, especially when moving through multiple clients, so losing this functionality has reduced efficiency. It would be great to have this reinstated.
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.
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Account transactions display options 2 include whether is attached document
Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you
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.
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