Settings and activity
88 results found
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257 votes
Vicki Carlisle
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67 votes
Thanks for your interest and sharing with us through this idea, everyone. We appreciate how this change in the pre-fill could improve your use of Xero Tax, and this is something our teams are currently working to solve. I'll be back to share once this is complete.
An error occurred while saving the comment Vicki Carlisle
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104 votes
Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.
We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.
We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.
An error occurred while saving the comment Vicki Carlisle
commented
Wasn't Bills Quick View launched nealry a year ago, in August 2024 according to the Xero blog? It doesn't address the navigation issue anyway.
Vicki Carlisle
supported this idea
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9 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
Vicki Carlisle
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924 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Vicki Carlisle
supported this idea
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11 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
Vicki Carlisle
supported this idea
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34 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Vicki Carlisle
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7 votesVicki Carlisle
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5 votes
Thanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
Vicki Carlisle
shared this idea
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16 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Vicki Carlisle
shared this idea
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70 votes
An error occurred while saving the comment Vicki Carlisle
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Is there any progress on this? We know you use AdobeSign for this, and AdobeSign lets us cc to ourselves AND automatically sends us a copy as well.
An error occurred while saving the comment Vicki Carlisle
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Apart from sending a copy to yourself (or being able to review what was actually sent), it would be good to be able to send a cc to anyone so they are aware where the return is at.
Vicki Carlisle
shared this idea
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An error occurred while saving the comment Vicki Carlisle
commented
Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of the email (eg we told them to make a payment), we have no copy and can't access or retrieve what was sent. -
4 votesVicki Carlisle
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8 votesVicki Carlisle
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3 votesVicki Carlisle
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188 votes
Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.
Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.
We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks
An error occurred while saving the comment Vicki Carlisle
commented
19 Nov 2024 - Adding dates IS an improvement, and one that users are requesting!
Maybe Xero developers could tell us which improvements they are 'focused on' and the USERS can decide what is important to them?Vicki Carlisle
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17 votesVicki Carlisle
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9 votesVicki Carlisle
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9 votes
An error occurred while saving the comment Vicki Carlisle
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I have the same problem, please put a warning message!
Vicki Carlisle
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34 votes
Appreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,
This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.
Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks
An error occurred while saving the comment Vicki Carlisle
commented
Kelly said it was delivered in this previous Product Idea but it wasn't: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/45728917-xero-tax-au-distribution-from-managed-funds-wo#{toggle_previous_statuses}
An error occurred while saving the comment Vicki Carlisle
commented
And it would be good to have an update from Xero Tax (AU) staff on this???
An error occurred while saving the comment Vicki Carlisle
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Oh finally I have found confirmation that this is affecting others. I don't understand why foreign income flows through and capital gains don't???
Surely if this can work in an individual return it can work in a trust return as well.Vicki Carlisle
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5 votesVicki Carlisle
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Oh yes those zeroes are such a time waster. In June 2025!
Even the prefill report from the ATO doesn't show Nil amounts, why does Xero create them?