1207 results found
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AU Tax - Ability to share Rental Property Schedules
The fact that it's so hard to get a rental property schedule to share from one return to the selected second client is very very very very annoying. If there were a button we could press to manually ask it to share across that would save endless saving, closing, opening, closing the whole program, turning off your computer and leaving my desk in frustration.
36 votes -
ATO Compliance Reporting - Suggestion for "Unlodged Activity Statements" Report
Looking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS). This needs to be linked to the ATO. (some of these clients are new to needing to complete AS).
We are currently using MYOB for this feature.
Attached is a sample (this report does to PAYG etc)3 votesThank you for submitting your detailed idea and highlighting the key improvements you are looking for.
Your suggestion has been reviewed and is now live for the community to consider and support. We encourage you to share your idea with colleagues who would also benefit, as their votes will help demonstrate the demand for this change.
Other members can also now leave comments to provide additional context on how this idea could enhance their experience with Xero.
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Practice tools | Staff - Ability to assign clients when inviting staff
Previously in Xero HQ you could invite a new staff member and immediately assign clients to them - This was efficient. Now the staff member has to accept the invite first before any clients can be assigned.
6 votesWe understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
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Xero HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
10 votesHi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.
The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.
This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!
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UK Tax - For CT600 box 326 to be left blank but be a compulsory field
I think to reduce the risk of associated companies not being included in the CT600 in error box 326 should be left blank by Xero but compulsory so that that the return can not be generated without it.
The same warning you get if trying to complete without boxes 975.7 votesThanks, Gemma, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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Xero HQ fixed assets - Lookup to ATO Effective Life
In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.
19 votes -
Reporting - 'Fit-to-Page' Option for PDF Export
Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.
3 votesThanks for submitting your idea and outlining your key needs. We’ve reviewed it and opened it up for community support 😊
Share it with colleagues who may find it useful so they can cast their vote. The community can now comment and add insights on how your idea could enhance Xero.
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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
5 votesThanks for sharing, River. I'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!
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XPM - Client group filter members
Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.
2 votes✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.
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Clients search - Business Name/Previous Entity Name Search Capability
Hi,
It would be nice if the software could search by a entity's registered business names or previously know entity names and it bring up the current company file.
We are able to add previous names or business names to the custom fields under a company's profile, but unless you know all the names by memory it can be hard to match up clients when you receive correspondence address to the business name and no ABN is mentioned.
Currently when this occurs we have to either search ABN lookup or ASIC register and trying to get relevant information we can…
17 votesHi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
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Xero Practice Manager - reinstate 'Archived' tag for archived client profiles
Following the update, we can no longer easily tell if we are viewing an archived client profile in Xero Practice Manager. Previously, there was an 'archived' tag however now the only way to tell is to check the Relationships section where 'archived' appears next to each related client name (so no way to tell at all if that client had no relationships). Not having this information clearly visible could lead to confusion as to the status of a client.
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.
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 🙂
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AU Tax - set default print settings for your practice
It would be great to be able to set default print settings for the practice, especially by tax return type. Recently Xero changed the default and now I have an extra box to untick each time. Pain in the backside. Thanks
5 votesThanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
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Job Manager - Bulk Update suggested Notification Process
Incorrect Bulk Update and Suggested Notification Process
Example Scenario:
On Job Manager, a staff member accidentally selected all active jobs and changed their status from “In Progress” to “Completed” using the bulk update feature.
Impact:Over 150 jobs were marked as completed.
Workflow visibility was disrupted, and deadlines were missed because jobs disappeared from active lists.Root Cause:
Bulk update permissions were too broad.
No audit trail or alert triggered when job states changed.Recommended Controls:
Trigger Email Notifications for Job Status Changes/Setting up email alerts
Detecting incorrect bulk updates
Reverting changes quickly Options
Require confirmation before applying changes to…2 votesThanks for sharing this idea with us. We appreciate you outlining how safeguards around bulk updates could help teams manage workflows in XPM.
This idea is now in Gaining support status, meaning the community team have reviewed it and it's open for community support through votes and comments. We encourage others who'd find this helpful to add their votes and share their experiences.
In the meantime, it is worth noting that a custom job notification for job state change could be created in your XPM account if you haven't done so already.
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Practice Manager | Jobs - Search for client when creating a job
When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.
8 votesHi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
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Xero Tax fields in XPM to be importable and extended to UTRs for business tax clients.
Within XPM there are fields for individuals in the Tax section of Client with UTR and National Insurance number. It is not possible to import and upload to them, this would be useful as they then link to Xero Tax when filing a tax return. Currently we have them stored in a custom field as these weren't available originally. It would be good to be able to import all of our custom fields to the system's UTR and NINO fields.
There is also not a Tax section on Limited Company clients to add a UTR to. Companies need UTRs and…
3 votesHi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…
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Practice tools | Jobs - Update job state via quick time entry
In XPM when adding time through the clock, you can add the client, the job and the task that you are working on as well as add notes and mark as billable.
It would be really useful to have a drop down for the job state as well so that this could be updated once you have worked on the job. The ability for quick job state update already exists on the Jobs Overview table so would be good to have here as well from a workflow point of view
2 votesThanks for sharing your idea. We appreciate you explaining how adding a job state dropdown to the quick time entry interface could support your 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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AU Tax- Ability to pull due date from ATO
Prefill - when we prefill a return from the ATO it brings in lots of information but doesn't update the due date for lodgement. The date currently appears to prefill from client details.
Can we please have Prefill bring in the ATO due date for the return?
3 votesHi Vicki, thanks for sharing this idea. We can see why this may be helpful for some users. Currently, you can import an 'Income tax lodgment status report' from ATO online services to bulk update the current tax returns due dates in the client details, but for now Xero does not pull this information from the ATO. We've moved this idea to gaining support and we'll monitor the idea for more support.
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AU Tax - Default refund account type to client
AU TAX - Default EFT account type to CLIENT
Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.
It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.
6 votesThanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience
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XPM - Place of Birth field
Place of birth, like Director ID, is a field that is important for any individual clients who are company officeholders. Rather than having to keep this record in an external software, ideally we would have all the information about a client in one place, and as such, would appreciate a "PLACE OF BIRTH" field somewhere in the client record to facilitate this.
16 votesHi team, Xero Partner Hub was recently announced at Xerocon and will bring with it a whole heap of great changes we know our partners have been wanting to see. When building this, our team paid great attention to what our partners had been asking for in Product ideas and I'm pleased to share that within the new client experiences there will be a new field for Place of Birth on a Clients record. 😊 We appreciate your support through the product idea forums and will keep you updated as this rolls out. In the meantime find out more about the Xero Partner Hub on our website.
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AU Tax - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule
On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?
9 votesHi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
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