83 results found
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Report template - Ability to update report template when creating new account
Chart of Accounts and Report codes should be combined together. Currently if I create a new account, i have to go to three places - COA, report codes and potentially financial statements to group something. Very inefficient.
Xero chart of accounts also doesn't have the header/subaccount options. I don't want to edit report templates every time i want to group something.1 voteThanks for sharing this idea. We can understand how being able to assign or update report templates while creating a new account could make setting up your Chart of Accounts more efficient and help reduce the chance of accounts being missed from customised reports.
For now, you'll need to update your report template or report codes after creating the account to ensure it's included in the appropriate reporting groups.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. We'll keep sharing the feedback from this thread with the team as they consider future improvements to the Chart of Accounts and reporting setup experience.
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AU Tax - Add a secure document transfer or integrated client identity verification portal to satisfy TPB/ATO requirements
XERO Tax the Tax practitioners Board TPB and the ATO have placed strict requirements on tax agents to sight identification of new clients. Both the TPB and the ATO have advised that you are unable to have a face-to-face meeting and sight the actual documents, then it is highly recommended that the Tax Agent uses a security system or secure link to transfer documents. Xero should look at this service to assist with satisfying the security of certain documents.
1 voteHi Michael, thanks for bringing this idea to the community. We understand why having an integrated way to securely collect identity verification documents and support client onboarding compliance could be valuable, especially for practices managing remote clients.
The idea is to provide a secure document collection or verification workflow within Xero Tax, helping practices manage client information requests and keep compliance processes more streamlined.
We encourage the community to vote on this idea if you’d find this practice workflow improvement useful.
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Billing & Subscriptions - Suggestion for an on-demand 'Pay Now' button
Please add a Pay Now button onto your subscription billing page so that we can pay for our subscriptions on demand.
1 voteHi Margret, Thanks for sharing your idea,
We've taken a look at your idea and now it's up to the community to get behind it.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Other members can now vote and comment to share additional detail about how your idea could improve their experience with Xero.
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