36 results found
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Manual Journals - Ability to archive repeating journal
Archiving repeating journals
We have had a number of repeating journals over the years. We have gotten to the point where when we want to update these journals, we have to trawl through these. It would be nice to archive the ones we don't need any more so we can just see the ones we need.3 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.
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Xero Practice Manager Address Addition
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now when adding client details? The prefill address search was great and I don't understand why it was removed. It's just a hassle
3 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.
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1099
Email alerts for failed TIN Matches.
We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.3 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.
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Create a link between personal and partnership tax that allows you to import individual partner profits into personal tax
It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.
3 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.
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format
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
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.
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GST SALES TAX REPORT
We would like to request that the Sales Tax report for each invoice be shown as a single total amount in one bill, without itemizing the individual items in the Sales Tax report.
This format will help us track and reconcile invoices more easily. When the Sales Tax is itemized, it becomes difficult for us to monitor and match the invoices accurately.
We appreciate your support and look forward to your assistance on this matter. Please let us know if you need any further information from our side.
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.
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Report Templates - Add letters in Numbered Heading Section
Would love to see it as a feature so that we can add letters in Numbered heading section so we can link notes.
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.
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Manual Journals - Allow manual journals to be visible on Xero
At the moment, if you reverse a journal with the same date as the original journal, it actually deletes both the original journal and the reversed journal from your manual journal listing in Xero. (You are only likely to do this in error, and it would not be immediately obvious to you as to what you have done). Both journals immediately become invisible and both are thus then uneditable. This should not be the case, there should be an ability to correct your mistakes. The only way to discover your mistake is by the 'Journal report' where you can see…
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.
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Report Templates - Ability to add multiple rows at once
When editing a report, please make it easier to add multiple rows or columns at once - either by allowing continuous clicking on the "add row/column" button, or by providing more options beyond a 5 x 5 when creating a table.
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.
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abn
For clients that are sole traders, the ABN or business address is not appearing on tax returns and has to be manually entered. We should be able to generate a tax return with a business schedule that has the business address and ABN already prefilled per the client's details in practice manager and their Xero file
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.
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consolidated report extraction
When using multiple Xero instances in an org, it would be great to be able to extract consolidated reports across the instances rather than needing to navigate to each instance and download several reports.
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.
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Safeguard Lodging Tax Returns
On the 'to file' tab when you click into a client's tax return there's a blue button that says 'File' right next to the three dots that you would click to suspend a return. I believe this is too easy to accidently click and can lead to tax returns being lodged on accident. If there was a pop up that says something like 'Would you like to lodge now' that would be a good safeguard.
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.
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budget
It would be convenient if the dropdown for future months extended further than one future fiscal year. This can be circumvented by entering the second next fiscal year budget using the next fiscal year's months, and copying it to the correct months at year-end, when the next year's month become available, but this creates unnecessary additional work at year-end.
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.
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Limited Liability Partnership Accounts and Tax Filings
We really need the ability to file accounts and tax for LLP's I have do use alternative software to do this for my Xero LLP clients
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.
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prepaids/deferrals
PREPAID/DEFERRALS MODULE
I know that there are certain 3rd party apps which provide such features for the accounting of prepaid expenses/ deferred revenues.
Also, Quickbooks offer similar feature.
While we love Xero and the robust financial controls it offers, we believe it is extremely important to offer a plan which includes prepaids/deferral accounting assuming all entities faces these situations, to avoid manual accounting for these and reduce human errors.
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.
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Manual comments on Aged Receivables report
Ability to add manual notes to Aged Receivables report. Currently we have to export the aged receivables report to excel to keep a log of the latest feedback/updates regarding overdue debtors. By adding manual comments directly on Xero, all users will have access to the latest feedback/follow up comments on overdue debtors. This will increase efficiency and ensure better control of our bad debts.
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.
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1099
Not an idea, just something I noticed. We had a vendor with a "spend money" and a "receive money" for the same amount. When filing the 1099s, it did not account for the "receive money" and would have overstated the 1099 by $5,300.
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.
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Search for ALL amounts in a transaction, not just the transaction total
For instance, the total for all journal entries is zero, so it would never come up in an amount search result. It would be nice to be able to determine whether a specific issue has already been handled, or if a transaction had been booked if you only know one of the amounts but not the total. This would save a great deal of time.
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.
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do not shift dates for reports with custom periods
Reports with custom periods currently have their dates 'shifted' every month, which shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.
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.
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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
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.
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