958 results found
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XHQ - Bulk amend access to File VAT returns
It would be great if we could remove access to Filing VAT returns for staff members from all client organisations that they have access to. currently we have to go into each individual organisation to remove this.
2 votes✨ Hi everyone,
Thanks for sharing your feedback on this idea.
We appreciate you explaining how clearer control over staff VAT access would help when managing client access across Xero HQ and client organisations.
We’ve reviewed this idea and are moving it to Gaining Support. This means it’s now open for votes and comments from the wider community.
If this would help your practice, please keep voting and share any specific examples of how this would improve your workflow. That extra context is helpful for our team when assessing impact and prioritising future improvements.
We’ll continue to monitor the support this idea receives and update the thread if there’s progress to share.
Thanks ✨
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XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
3 votesHey Lynette 🙂
Thanks for sharing this idea — I can see why having a field for Trustees’ IRD numbers under Additional Contacts would be helpful when preparing trust tax returns, especially now that all trustees’ IRD numbers are required.
We’re moving this idea to Gaining Support so we can better understand how many practices would benefit from this and the different workflows involved.
Now all that's needed is to share the Idea with your colleagues and friends so they can Vote and Comment!
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XPH - Staff Permission Filter
Staff Permission Filter In XPM/HQ
A filter that allows admin user to be able to select a certain XPM permission and see which staff in the business have access to it.
Also, being able to update staff permission in bulk or by group/team
3 votesThanks for sharing this idea about staff permission filtering in Xero Practice tools, 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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New Zealand Tax - Summarised Consolidated Tax Position
Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position
47 votes -
Xero Practice Manager - Implement total GST validation check on invoices
The Xero XPM system calculates GST for each task being billed, but it doesn’t have a total GST check at the invoice level. As a result, some invoices with round billed amounts—such as $30,000—end up with incorrectly rounded GST, for example, $2,999.99. Xero calculates GST on each line item of invoices and other transactions, rounding to the nearest cent. The total GST is then the sum of these individual line calculations, which can sometimes lead to small discrepancies in the overall GST amount.
While Xero doesn't currently offer a total GST validation feature at the invoice level, we would appreciate…7 votesHi Martin, thanks for sharing your idea about GST validation in XPM invoicing. It’s really helpful to hear how a total GST check could help prevent rounding discrepancies.
The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If this is something you’d like to see, joining the conversation is a great way to help bring it to the product team’s attention.
We’ll keep an eye on progress and share updates here as the idea develops.
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Client - Add a dedicated "Trading As" field to client's record
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 Juanita, thanks for sharing this suggestion. We understand that when you’re managing client records, having a clear way to separate legal names from trading names can be helpful.
The suggestion here is to add a dedicated Trading As / DBA field to contact records, so this information can be stored separately and be easier to find when managing invoices, statements, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from practices that use trading names as part of their day-to-day workflows.
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XPM - Return Type IR4J for Reporting
Including IR4J as a Return Type in report builder - Reposting
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 voteThanks for raising this and outlining how a standalone IR4J return type in reporting would help you track filing activity across your group companies.
We’re updating the idea status to Gaining support ✨, so others can add their votes and share how this would fit into their own workflows. Right now there aren’t any confirmed plans to introduce this change in Xero Tax, but your feedback – along with future votes and comments – will be really important input when we’re reviewing and prioritising improvements in this area.
We appreciate you taking the time to raise this with us.
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AU Tax - Allow custom cover letters and document templates for CURNN forms
I would like to be able to create a custom cover letter to go with the CURNN.
2 votesHi Elaine, we understand that having more flexibility with client-facing documents can help practices keep communications consistent with their own branding and processes.
The suggestion is to allow custom cover letters to be included with CURNN forms, so the full client pack can be created in one place.
For now, you can download the CURNN confirmation and attach it to your own cover letter or template. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of adding more document customisation options.
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AU Tax - Company business structure will pull the Physical address to the Dividends and interests schedule.
Company business structure tax returns should pull the physical address to the Dividends and Interests schedule, instead of the Postal address. It is not correct to put a PO Box or postal address in the schedule and you are not able to update the address field.
Currently only Partnership tax returns will pull the physical address to the Dividends and Interests schedule.
2 votesHi Julie, thanks for sharing this idea. We understand that having company details flow through to tax schedules automatically would help reduce repeated data entry when completing returns.
We hear the request for the company physical address to pre-fill into the Dividends and Interest schedule, so you don’t need to manually enter the information.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving data flow between company details and tax schedules.
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Jobs | Collaboration Manager - Option to include or exclude completed jobs/quotes from the displayed list and search results
Under Collaboration Manager, please add the option to include or exclude completed jobs/quotes from the displayed list and search results.
This functionality should allow users to easily filter between active and completed items, as well as allocate unallocated jobs/quotes to either open or closed jobs.
This will improve operational efficiency by eliminating the need to first reopen a completed job merely to allocate an item and then close the job again afterwards.
1 voteThanks for sharing your idea, Louis.
We're beginning to get a sense of the wider interest for this here. 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 updates.
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UK Tax - SA100 - Change personal tax allowance
When filing an SA100, allow us to change the Personal allowance of the client to match their actual tax code, so the return can be filed correctly. Currently on the generic tax code is catered for, and this doesn’t account for people who have different tax codes.
10 votesThanks Karan, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Clients - Move business structure field to the top of the form layout when entering new clients
In the new Xero Practice HQ, it is very annoying when adding in a new client who is an individual. You need to scroll all the way down to business structure to select business structure, change it to individual, and then go back to the top to add in date of birth and gender. Makes the process of entering a new client in much more tedious than it needs to be.
1 voteHi Louis, thanks for raising this idea. We can see how moving the business structure field to the top of the new client setup form could best suit certain workflow.
The idea is to move the business structure selection earlier in the form, as this choice influences the information needed later in the setup process.
We'll continue tracking engagement and support from the community here.
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Generate workpapers for the Practice Entity - link Practice org. to 'client'
Currently the practice entity Xero blue file cannot be linked to a 'client' within the client list under the practice. This means users are unable to generate a workpaper pack for the practice.
Our Practices need to be compliant too, if we are unable to use workpapers within the system, we have to find another solution for our workpapers
There needs to be the ability to link the practice organisation to an entity within the client list.
2 votesWe appreciate you highlighting the changes that are most important to you. Your idea has been reviewed and is now live for community voting. We encourage you to share the link with colleagues who might benefit so they can cast their vote as well. Other users can now also add comments to explain how this feature would enhance their Xero experience.
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NZ Tax - Ability to add manual transactions to NZ tax return (eg. expected penalty)
Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.
We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).
At the moment it looks like we can only edit the pdf which is very disappointing...
6 votesThanks for adding this request to our Ideas Kathryn. We have looked at this with current NZ Tax compliance in mind and for transparency this is not something we are looking into at this time. We appreciate it is something others may see as beneficial so other users are able to vote in this.
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AU Tax - New Tab for All NON Lodged
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.8 votesThanks for sharing your idea.
We've reviewed it and now it's up to the community to get behind and support it.
Do 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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Xero - Ability to have a vehicle Log Book to automatically proportion vehicle expenses
To have the ability to record odometer readings, start, finish & business/private use.
Then automatically apportion the business use component against vehicle expenses.For instance the Australian rules require 12 weeks minimum of logbook entries. More entries = more accuracy.
This could also be a great feature to 'sell' XERO to new customers.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Duncan. At the moment , the best option is to look for a connected app that allows you to achieve this. You can check out our Xero App Store. If you need further assistance, we'd recommend raising a case with our support team as well. 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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Xero Tax UK - management expenses support
Xero Tax no longer supports management expenses (eg for investment companies), which are a common requirement. This used to work fine. The workaround recommended by Xero Support is to incorrectly include management expenses as operating / trading expenses, then make them disallowable and include them separately as a management expense. This mess is all visible on the CT600 and needs fixing.
1 voteThanks for raising this idea with us, and for clearly explaining the impact it has on your workflow. 🙂
We understand the need for Xero Tax to better support management expenses for investment companies, especially where the current workaround creates confusing or incorrect presentation on the CT600.
We’ve moved this idea to Gaining Support so we can track interest from the community and help our product team better understand the value of improving this area.
If others are affected by this as well, it would be helpful to hear more examples of how this impacts your filings and any risks or extra work it creates for your practice.
If there are any updates or plans made around this, we’ll share them here.
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Practice Manager - Configuration for Public Holidays
Public Holiday configuration: There should be a place for admin to set up public holiday for all practice members instead of them having to submit individual timesheets.
The purpose is to have all necessary data for practice manager to do capacity planning accordingly.
2 votesThank you for contributing your thoughts and highlighting the improvements that are most important to you. We have reviewed your suggestion, and it is now open for community support. To increase its visibility, feel free to share the link with colleagues who might also benefit from this change. In addition to voting, other members can now provide feedback on how this update would enhance their personal Xero experience.
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UK Tax - Restrict dividend date to the period
You are able to post a dividend with a date in a different year. I don't think it should let you type a date outside of the period. Until you click review it does not flag an error
3 votesAppreciate your idea, Bethany - Thanks for sharing in product ideas. We'll start to get a sens of the interest in this from others in the community here.
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Implement Tap to Pay in Singapore
Xero should implement apple tap to pay to organisations in Singapore
1 voteThanks for sharing your idea Ming, we've reviewed your idea and have moved this to Gaining Support. 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.
- Don't see your idea?