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41 results found

  1. AU Tax - Rental Schedule Apportionment

    101 votes

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    submitted  ·  18 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 

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

    118 votes

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    15 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

    Grace Tsuchida supported this idea  · 

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

    325 votes

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    52 comments  ·  Practice tools  ·  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"

    139 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Grace Tsuchida supported this idea  · 

  5. XPM - Relationships - Add Share Class Type

    68 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 

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

    259 votes

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    29 comments  ·  Practice tools » Clients  ·  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

    99 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  8. Workpaper | Fringe Benefits - Motor Vehicle private use

    39 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your idea, 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.

    Grace Tsuchida supported this idea  · 

  9. Document Packs - Import into Workpapers

    17 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  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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    0 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi community, we're excited to share that the ability to add notes to all line items will be soon available to all in new Xero Workpapers! We're starting the rollout to our Australian partners, and will go wider to other regions in early 2026. Thanks again for your feedback and we'll round back to confirm when live to all Partners.

    Grace Tsuchida supported this idea  · 

  11. Workpapers - Ability to edit to meet compliance needs

    43 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  12. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 

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

    54 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  14. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Grace Tsuchida supported this idea  · 

  15. Hubdoc - Integrate with inventory & tracked items

    51 votes

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    submitted  ·  7 comments  ·  Contacts & files » 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

    32 votes

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    submitted  ·  3 comments  ·  Contacts & files » 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  ·  Contacts & files » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  18. Hubdoc - Bulk edit transactions

    59 votes

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    submitted  ·  7 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  19. Hubdoc - Publish receipt to existing Xero bill

    103 votes

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    submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Grace Tsuchida supported this idea  · 

  20. Reports: Support for charity reporting

    43 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Grace Tsuchida supported this idea  · 
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