997 results found
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Xero HQ | Relationships - Improve Date selection
It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.
2 votesHi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!
We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.
Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.
This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.
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Practice Manager - Ability to add additional time entries to a draft bill
Create the ability to update time entries for draft bills.
We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!2 votesHey Sarah, thanks for raising this Idea with us, we appreciate the time you've taken. As you know with the XPM invoices once they are created you are not able to edit or update them to included tasks/time that have been added after. This is to reduce any duplicate billing and other errors that may occur and for auditing purposes. We have reviewed the Idea and have moved this to not in Pipeline as there aren't any plans to make any changes in this process in the current roadmap.
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Workpapers - Refined User Roles
The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial…
2 votesHi Rebecca, thank you for this valuable feedback on user access in Workpapers.
We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.
Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.
We're grateful for your engagement and for letting us know the changes that matter to you. We've 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 more granular user roles could improve their practice's efficiency.🙂
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AU Tax - Rollover IT8
Rollover from previous tax year includes IT8 Number of independent children.
1 voteThanks for sharing, Peter. We'll get a gauge of the interest from community in this from your idea here.
If there are any plans made we'll share an update through the idea here.
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Xero HQ - Copy all client tax details into their Xero organisation
Maybe I'm missing something (integration settings perhaps) but if I enter a personal tax client's details into Xero HQ, then only some of this pushes into Xero Blue and I have to re-enter certain details like client code, email address etc as well as new fields such as sales defaults. Similarly, not all of the data pushes into Xero PM and the UTR/NI number have to be entered again. Is it not possible to have a Xero HQ as the single point of entry which then updates all fields in Xero PM and Xero Blue?
3 votesAppreciate your feedback on how syncing more data between Xero HQ and your client organisations would be useful, Balley.
We'll continue to get an understanding of the interest for this here.
Just to note around your request for syncing data between Xero HQ and XPM - as you may have seen from recent news we are unifying the clients and staff experience across HQ and XPM in what will soon be Xero Partner Hub meaning all your client data will be synced and consistent. You can read more about this here.
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BAS: STP data prefilled
Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.
19 votes -
AU Tax - ITR signatory for deceased or incapacitated individuals
Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.
7 votes -
Practice manager - Only import invoices for existing clients
Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.
1 voteThanks for sharing your idea, Emma. This has been reviewed by our team and now open for other Xero members to upvote and support through the forums.
We'll get a sense of the number of practices that would also find this helpful, and share if there are any updates for this here.
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UK Tax | Jobs - Automatically link tax return created from a job
When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ
2 votesHi team, we appreciate this idea being raised with us and would like to gauge interest from the community for auto linking a return that's created form a Job.
Please add your vote if this is something you'd like to see too!
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Practice tools - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
8 votes -
Xero HQ - Show totals for client list in Client Insights
Client Insights is fantastic for showing client by client stats.
How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients2 votesHi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
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AU Tax - Consistent rollover of percentages in individual deductions
There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.
In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…
2 votes -
Subscription & billings - Show active Trials
Can we please have a filter in the Subscription & Billing tab to show active trails. Currently you can only filter by Active or Cancelled.
1 voteHi Megan, thanks for sharing your idea in the forums here.
We've 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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NZ Tax - Adding Correspondence to Tax Return
It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.
24 votesHi everyone, while we appreciate hearing how we could make processes more efficient for our customers using Xero, this is not an idea we would be able to take action on.
Inland Revenue do not currently allow correspondence to be sent with a tax return via the Gateway services. This may be feedback that you could share with your IR Account Manager. Thanks
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XPM - Bill multiple clients in a group from the client group
Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.
At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.
26 votes -
XPM: Make the Productivity Dashboard exportable
It would be great to be able to print or export the Productivity Dashboard like the other standard reports.
11 votes -
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
20 votesHi team, we appreciate the interest from users in this idea and while this isn't something we have immediate plans for at this stage we are continuing to watch interest in this closely and will share if there are any updates. Thanks
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XPM - Set historical staff capacity for accurate productivity reporting
The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.
2 votesHey Julie! Thanks so much for sharing this suggestion for improving productivity reporting in Xero Practice Manager.
We've reviewed your idea about setting historic capacity levels, and it’s now open to gain support from the wider community.
Along with votes, other accountants and bookkeepers can now comment to share how this feature could improve their own practice's experience with resource planning.
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Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
5 votes -
NZ Tax - Comparative Report for prior year
There should be a comparative report available for New Zealand tax returns. This already exists for Australian tax returns. It is an excellent feature that really assists with preparing returns and avoiding missing details from prior years. I would love to see this feature available for New Zealand tax returns. Thank you.
3 votesHi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.
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