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40 results found

  1. AU Tax - Rental Schedule Apportionment

    96 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  2. Notification | Xero Tax - Email when a return goes to Error tab

    114 votes

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    15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Grace Tsuchida supported this idea  · 

  3. AU Tax: CGT - Option to copy and transfer

    310 votes

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    42 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

    Grace Tsuchida supported this idea  · 

  4. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    130 votes

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    17 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Grace Tsuchida supported this idea  · 

  5. XPM - Relationships - Add Share Class Type

    49 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  6. Practice Manager | Clients - Date of death field for client details

    255 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Grace Tsuchida supported this idea  · 

  7. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    97 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  8. Workpaper | Fringe Benefits - Motor Vehicle private use

    27 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  9. Document Packs - Import into Workpapers

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  10. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  11. Workpapers - Ability to edit to meet compliance needs

    40 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  12. Workpapers - Ability to add more users

    69 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  13. Workpapers - Ability to add a note function to each account

    52 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  14. Workpapers - Ability to use Custom Excel Templates

    160 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  15. Hubdoc - Integrate with inventory & tracked items

    47 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  16. Hubdoc - Ability to also flag duplicates when the invoice number is the same

    29 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  17. Hubdoc: Submit purchase orders in Hubdoc to connect with purchase orders in Xero

    11 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  18. Hubdoc - Bulk edit transactions

    57 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  19. Hubdoc - Publish receipt to existing Xero bill

    101 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  20. Reports: Support for charity reporting

    40 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Grace Tsuchida supported this idea  · 
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