958 results found
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XPM - Stop work alert
Please add a field at the top of the client page where you can clearly identify in BOLD RED if the client has a stop work/file on hold action. This is helpful for clients that have overdue fees or if they are clients that we require upfront payment for. This needs to be visible on this page so it can not be missed by anyone that may undertake some work who is not aware.
4 votesHey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
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AU Tax - Option to Sign & File from the To sign screen
It's so annoying, when I'm on the To sign screen, and someone has signed (Returned) a tax return (or multiple) I select it (or them) and have to click Sign, then I have to click To file and wait for the page to load, then I have to click File.
On the To sign screen there should be a Sign & File button, so that I can (if I want) select the Returned tax returns (once) and click Sign & File, the same warning screen before I "sign" can show, and when I click OK, it signs it AND submits…
1 voteAppreciate you bringing this to the community, Sam. Having a combined Sign & File action in the To sign screen could reduce the steps involved in lodging multiple completed returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share your preferred workflow.
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Partner Program - Eliminate 60-day Subscription Requirement
This may not gain much traction with established partners, but for those of us who are new to Xero and are working to establish a business, the requirement to sign on a client within 60 days is a problem. At one time, the requirement was 90 days but was shortened to 60 in 2017.
It should, however, not exist at all.
Note that your closest competitor has no such requirement.What management may not realize is that it comes across as a threat from the beginning, which frankly stopped me from signing up for the program for a while. Now…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you David. We'll open this idea up to the community so they can share their thoughts and add votes. Make sure to share this with your friends and colleagues who might also benefit from the implementation of this idea.
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XPM - Use wider section for Work in progress lists
XPM - Utilise wider screen section for work in progress lists and allow ability to widen the columns manually as the current WIP lists only use approx. half of the screen width.
Currently my job names combined with the job number are wider than the column width meaning the end of the job name is missed off and often this relates to the specific period for the job meaning I cannot easily see what time / WIP relates to which job without clicking on the job itself.
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.
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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NZ Tax - AIM return box overwrite
When preparing AIM returns in XPM it would be good if we could overwrite the boxes in "Other Balance Sheet Information", in particular box 54 & box 55. There is an issue presently when an asset is traded in and a new asset purchased on the same transaction in Xero, the AIM return in Xero Practice Manager incorrectly adds both the purchase and disposal values together as an addition. It would be great to correct this, and an overwrite function would be a great option.
1 voteThanks for raising this idea, Laurie! 👋
We appreciate you taking the time to share your feedback about being able to overwrite AIM return boxes 54 and 55 in Xero Practice Manager.
This is now open to others to vote, comment on, and share. We will post any updates here.
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Practice Manager - Onboarding checklist for clients
It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client
13 votesThanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. 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 and Practice Manager.
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AU Tax - AUSTRAC risk-rating tools for client profiles and reports
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.3 votesHi Riki, thanks for raising this idea. We understand that having dedicated AUSTRAC compliance fields and risk assessment tracking within practice management workflows could be valuable as firms prepare for upcoming AML/CTF obligations.
The idea is to provide structured fields for capturing compliance information, such as client risk ratings, verification status, and review dates, helping practices manage these requirements directly within Xero Tax.
We encourage the community to vote on this idea if you'd find this compliance workflow improvement useful.
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AU Tax - Option to show TFN when printing return at any time
At the moment, we can only print the tax return to show the TFN before changing the status to out-for-sign. The option should be available at all times to enable printing the tax return with the TFN when required. We have received a few requests from banks asking for the tax return with the TFN, but we aren't able to reprint it once it is lodged.
2 votesHi Ribert, thanks for highlighting this. We can see how being able to print or download a lodged tax return with the TFN visible could be helpful when clients need to provide documents to banks or other third parties.
Currently, the option to display the TFN is only available before the return progresses beyond certain stages of the workflow. Once lodged, the TFN is masked on generated copies to help protect sensitive information.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular scenarios where you regularly need to reproduce lodged returns with the TFN visible, we'd appreciate hearing more about those use cases.
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Xero Tax (NZ) - Change colour of Mark as Approved and Mark as Signed buttons
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
5 votesThanks for sharing your idea relating to changing the colour of the buttons in XPM, 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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AU Tax - Partial Main Residence Exemption Code (in the CGT Worksheet section)
Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.
9 votesThanks so much for sharing your feedback on adding a Partial Main Residence Exemption code to the CGT Worksheet in Xero Tax.
As you know, right now, the best workaround is to manually adjust either the Capital proceeds or Cost base in the worksheet. This helps ensure the correct Net capital gain flows through to Item 18A, and still lets you use Exemption Code I. We know it’s not ideal, and it’s exactly the kind of thing you want a built-in solution for.
We’ve reviewed the idea and moved it to Gaining Support, which means it’s now open for more votes and discussion. Community support plays a big part in helping our product team understand the need. We’ll update the thread if anything changes.
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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.
4 votesHi everyone, thanks for sharing this idea. We understand you’re looking for a way to manage multiple business activities within a single Trust Tax Return.
The suggestion is to support multiple business worksheets within one return, making it easier to capture different business streams separately while keeping the tax file organised.
For now, some practices use external spreadsheets to consolidate and track this information before completing the return. We'll continue to track the interest on this idea here.
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AU Tax - Deductions for motor vehicle claims and depreciation against partner distributions
The ability to create depreciation and motor vehicle schedules against share of partnership (and some trust) distributions is critical. Cannot believe it isn't available.
1 voteThanks for highlighting this suggestion. We understand the request for partner-level motor vehicle and depreciation deductions to be reflected directly in the Partnership Tax Return.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share your thoughts.
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XPH - Restrict Tax tab visibility based on client access permissions
Problem
Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.
However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.
Why This Matters
Many firms use client access permissions to:
- Protect confidential client information
- Segregate duties among team members
- Ensure staff only work on their allocated client…
1 voteHi Aarush, thanks for raising this suggestion. We understand the request for Tax tab access to follow the client permissions assigned to each staff member. This could make it easier to manage access to sensitive tax information across practices with different teams and responsibilities.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your practice, add your vote and let us know how you'd expect the permissions to work.
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Practice Billing - One Billing invoice for all organisations
Hi, this single billing account for UK or global is very painful, why cant your practice account bill for all clients, seems ludicrous that i have to have 2 separate accounts to bill
1 voteThanks for sharing this idea. We understand why having one practice billing account and invoice for all your UK and Global/EUR clients would make managing your subscriptions simpler. ⭐
We'll start to get a gauge of the support for this from your idea, here. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too.
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Clients - Adjustable Column Widths
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.
3 votesHi Navnit, appreciate your sharing here. We understand you’re looking for adjustable column widths in client view so you can view important details like longer client names without needing to open each record.
Having more flexible grid layouts could make it easier to review client information and manage records more efficiently.
We'll keep track of this idea here and will update if there's any progress.
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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.
6 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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XPH - Send emails and documents directly to Client Notes
Emailing and sending documents directly to XPM notes, not just jobs.
I think this could be valuable if subfolders could also be created.1 voteHi Jill, thanks for raising this. The request is for emails and attachments to be sent directly to the client notes in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest.
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Clients - Allow adding notes to archived clients in XPH
It would be helpful if notes could be added after a client is archived in XPM. Sometimes the offboarding process can be ongoing. Currently this just shows an error.
1 voteThanks for bringing this to the community. Being able to update notes on an archived client without changing its status could make it easier to keep the client record complete.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how you’d like this to work in Xero Partner Hub.
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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
7 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 print/download separate schedules/worksheets
Please enable download/print option for specific worksheets and schedules, so that they can become their own standalone document. Example, if I only want to view the rental schedule, have the ability to PDF just this part of the return. This would make the preparation of working paper documents much clearer, and support internal workflow processes. Ideally there would be a print/download button at the top of each schedule/worksheet for quick navigation.
1 voteThanks for raising this idea, Sarah. Being able to print or download a specific tax schedule as a standalone document could make managing working papers more straightforward.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. Add your vote and let us know which schedules or worksheets you’d find most useful.
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