1199 results found
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API - Allow for Bank Transfers between two different currency bank accounts via the Xero API
Allow for Bank Transfers between two different currency bank accounts via the Xero API.
This is a fundamental and common use case for bank transfers, and is available within the product, but not available within the Xero API. Please make this available to your API users and business partners.
https://developer.xero.com/documentation/api/accounting/banktransfers#:~:text=Note%20the%20following,in%20different%20currencies1 voteThanks for your feedback on the Xero API and for sharing your idea to allow for Bank Transfers between two different currency bank accounts.
We're grateful for your engagement and for letting us know the changes that matter to our API users and business partners. We understand this is a common use case that is available in the product, and we appreciate you highlighting this gap in the API.
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 and integrations with Xero.🙂
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Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"
One of my clients found it very confusing when trying to view & sign a document within Xero sign, as she said there was not an option to view the documents before signing...
She only saw the option to "Click to Sign" - I advised her she could click this option & would then be able to view the documents before signing, but she was very upset that this option was described as "Click to Sign" & suggested that it should be changed to "Click to Review & Sign" instead.
This would have then been self-explanatory in her mind &…
9 votes -
AU Tax - Automatic filing of a suspended return
AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED
It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…
7 votes -
Xero HQ - Add multiple organization to one client record
Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.
5 votes -
XPM - Add the option to make timesheet notes mandatory for billable jobs.
Would like to see the ability to turn on mandatory notes for billable jobs rather than optional. Happy for this to be turned on/off at a practice level.
This will ensure that time is being recorded correctly against client jobs and making the team member accountable for time allocated.
This means no missing information and clients can be billed correctly.
1 voteHi Ashley, thanks 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.
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 tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists
The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.
104 votes -
Report Template - Allow re-ordering of report codes in practice templates Sources
Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.
The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…
2 votesHey Gareth, we appreciate you sharing this idea and highlighting the extra time spent manually reordering report codes in clients’ organisations. It’s clear that a better solution would help your practice run more smoothly.
Right now, the only option is to reorder the codes manually within each client’s report. We know this isn’t the best solution and adds extra steps to your workflow.
This idea is currently in the Gaining Support stage, so it’s open for votes and comments from the community. The feedback will help us understand how many people this would benefit and how important it is to your practice. We’ll keep you posted here as soon as there’s any news.
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UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
9 votes -
AU Tax - Lodge early CTR for Substituted Accounting Periods
Being able to lodge an early CTR for companies with "Substituted Accounting Periods".
1 voteThanks for submitting your idea on Xero Product Idea's, Anthony. We'll start to track support in your idea from the community, here.
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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AU Tax - Allow CSV/XML Import into Returns from External Form Tools
Allow CSV/XML Import into Xero Tax Returns from External Form Tools
Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.
Thanks for considering!
1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
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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XPM | Job Manager - 4 week view
Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?
2 votes -
XPM - Reassign client in bulk
Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.
83 votes -
Xero Tax (AU) - Add "Draft" watermark to returns
Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark
38 votes -
Workpapers - Attach files to journals
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
9 votes -
Practice Manager - A list of naming conventions for importing
It would be a good to have a full list of naming conventions so you can import client job etc data in bulk, without having to "guess" the title name.
1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
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XPM | Clients - Sync updates for joint bank account details
Joint bank accounts need to be listed in the financial institution details of both parties in XPM. It would be great to have them linked so only one client needs to be updated and the changes flow to the other client, and into the tax returns for both
1 voteThanks for your idea here, Michelle. Can see why you'd like a sync for this information across joint clients.
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'll share if there are any changes for you here.
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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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XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
6 votes -
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…
1 voteHi 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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UK Tax - Ability to Select or Create Custom Disclosure Titles in Accounts (eg, going concern)
Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:
Guarantees and Other Financial Commitments
Going Concern
It would be highly beneficial to have the ability to either:
Select from a list of standard disclosure titles, or
Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.
Benefits:
Improves compliance with reporting requirements.Enhances the presentation and clarity of financial statements.
Saves time for preparers by avoiding repetitive workaround text…
1 voteWe appreciate you submitting this insightful suggestion and detailing the improvements you need. Your idea has been reviewed and is now live, awaiting community support. To help us prioritize this change, please share the link with your Xero-using colleagues so they can vote and contribute further feedback on how this update would benefit their workflows.
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