926 results found
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Start Date in Employee Contact Details
Can you please add Start Date to the Employee Contact Details
This will Help when entering payroll leave accruals at the end of the financial year for long service leave. Especially when there are a lot of employees - Save time looking up start dates.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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Tweak the 'Finalised' and 'Filed with IR' Box Colours
Both the 'Finalised' and 'Filed with IR' boxes are the same colour, and both pieces of text start with 'F'. Twice, I have experienced glitches where I file the return with IR, it appears to have been submitted, but the status simply changes to 'Finalised'. Would it be possible to change the colour of one to a different colour, to help highlight the different states? Or change the text from Finalised to something like 'Approved/Ready to Submit'. I understand this is minor, and partly user-based, but I do think it could be helpful. Thanks!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Contact statement showing payables and receivables outstanding
Contact statement showing payables and receivables outstanding with detail of outstanding items. Currently have to run 2 separate reports where a customer is also a supplier.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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non-tax client with a beneficiary schedule appearing on the tax payment report
Need to be able to exclude non-tax clients from the tax payments report when they are only included because they have a beneficiary schedule in their family trust. Many beneficiaries of trusts are not tax-clients.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Tax - Warning when reclassifying assets and liabilities that Xero automatically reverses the balances
I've had an issue when filing accounts on Xero tax that I reclassified an asset as a liability, and it would be helpful to have a warning pop up to let us know that Xero automatically reverses them. It caused significant issues not realising this.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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MTD4IT - enable different HMRC ASA account for different offices
Currently the HMRC Agents Services Account is entered for the whole practice including all offices.
Many practices have separate offices with separate HMRC ASA.
Xero requires one ASA for the whole practice which is a nightmare for submitting MTD4IT Returns as the access has to be updated depending on which office is filing!1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Tracking
I highly recommend that Xero updates the system to prevent users from saving a tracking category without creating at least one tracking option underneath it first.
Currently, the system allows you to create a category completely empty. However, because it is empty, Xero automatically locks and grays out all filtering options in the Profit and Loss and Tracking Summary reports. This causes severe confusion, as there is no warning explaining why the reports are blocked.
Please modify the setup wizard so that adding a tracking option is a mandatory step. This will stop other users from facing this reporting issue…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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UK Tax (self-assessment) - a "completed button" for each tax return section/schedule
It would be helpful to have a check box for each section of the tax return that marks it as completed so you know what is done and what still needs to be done.
We find that we have to continually go back and check which sections are completed and which are not which can be time consuming, especially if you are working on multiple tax returns at once or if you are going between tax returns waiting on information from clients. An overview of some sort or a check mark beside each schedule would be very helpful.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Balance Sheet Tracking Categories
Xero has tracking categories for Profit & Loss reporting.
Our single entity charity uses tracking categories to produce a profit and loss report by fund where the fund type is an option within a fund category.
We need the same for the balance sheet to produce a balance sheet report by fund on an ongoing basis.
For example, income and expenditure transactions on a bank account can be tracked, but not the bank account balance itself. Ditto for liability accounts etc.
This would also need a tracking option/field on manual journals.2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Make TFNs mandatory for beneficiaries where a TFN is required in the Trust Tax Return
Currently, Xero Tax allows a trust tax return to be completed and lodged even when a beneficiary's TFN has not been entered, despite the TFN being required in certain beneficiary statements and trust reporting schedules.
It would be helpful if Xero included a validation check that prevents the trust tax return from being finalised or lodged where a beneficiary TFN is mandatory but has not been entered. This could work in the same way as other critical validation errors that must be resolved before lodgement.
For our practice, this would reduce the risk of incomplete or incorrect trust reporting, improve…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sort manual journal lines by description or account code or amount
For journals received from a plug in like Simplepay or Payspace etc and where those journals have lines that are mixed or not in alphabetical order, be able to click on the "Description" and it sorts it automatically to alphabetical order in ascending or descending order. Same can be done for amount in the debit and credit fields or account.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual Journals - Option to change column layout, put totals of columns underneath the Debit and Credit columns
The new menu format does not make logical sense. You now have to scroll to see any details and in long journal postings scroll down the page due to unnecessary spacing and you cant resize the columns? In addition, why are the totals for the debit and credit columns not underneath the columns?
Logically, it would make sense to have the description first, followed by account, debit, credit to enable easy review. The new layout appears to be more confusing than anything else. If we can re arrange the rows, can we also re arrange the columns?
The previous format…
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual journals - wrap titles in search menu and option to rearrange columns
The new menu format makes it necessary to scroll across to see ANY details for journals with long titles, instead of being able to see everything at a glance. Either wrap the titles by default or give us a toggle option to do so.
Maybe this is just me, but I preferred having 'Description' first, followed by Account/Debit/Credit etc. when creating or reviewing a journal. If the new layout must be the default going forward, at least give us the option to rearrange columns as we can for Reports.
TIA.
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Balance Sheet and Accounts Payable Aging Report Do Not Reconcile Due to Rounding
It is unacceptable that two standard financial reports within the same accounting system produce different balances solely because of the system's rounding method. Such inconsistencies create unnecessary complications during reconciliations, financial reporting, and audit processes.
Describing this as a software limitation does not address the underlying issue or its impact on users. Standard financial reports are expected to reconcile with one another, and the Accounts Payable Aging Report should match the Balance Sheet. Even a one-cent discrepancy requires investigation, explanation, and additional manual effort, undermining the reliability and efficiency of the system.
Financial reporting depends on consistency and accuracy. Users…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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MTD for ITSA - Submission Confirmation
I note that HMRC does not offer a submission receipt for MTD for ITSA. Could Xero generate a PDF stating that the return has been filed, as other than taking a screenshot we have nothing we are able to send to the client confirming the return is submitted
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Fixed Assets - Option to not print schedule
Could you have on each registered asset a do not print tick box so that when ticked the schedule does not print an asset that has no asset b
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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Trust Beneficiary Header Update Automatically
In the financial reports, the Beneficiaries header shoudl be able to be updated automatically with the name of the beneficiary.
Having Beneficiary 1 there and having to edit it each time a report is generated is a complete waste of time for something that should eb automated.
Editing individual reports not only wastes time but also increases the risk of errors in spelling or having a standard naming process across a business.
Have raised this with support and its not available. Seems like it would be a pretty simple fix and something that should have been a standard implementation.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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STP finalisation for Australian markets
For future reference, I would like to share the solution we received, as it was much simpler than the long winded process that had been suggested by Xero support
Following the change to our payroll Branch ID, it is correct that employees will see two income statements in their ATO/myGov account after STP finalisation. However, the important distinction is that the two income statements have different statuses—one is marked "Tax Ready" and the other is marked "Not Tax Ready."
Based on the advice from our tax agent, employees should use only the income statement marked "Tax Ready" for their tax…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
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Billing codes and Reports
Have the ability to have separate reports for codes and prices for Billing items that is under Purchases and not lumped in with the Sales codes.
Not enough filter flexibilty within to see only those that you require to look at or amend without getting everything.
Not all purchases for bills are sales items for invoicing
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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