Settings and activity
129 results found
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4 votes
Hi Vicki, thanks for sharing this idea. We can see why this may be helpful for some users. Currently, you can import an 'Income tax lodgment status report' from ATO online services to bulk update the current tax returns due dates in the client details, but for now Xero does not pull this information from the ATO. We've moved this idea to gaining support and we'll monitor the idea for more support.
Vicki Carlisle
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10 votesVicki Carlisle
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5 votesVicki Carlisle
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2 votes
We've Published Your Idea – Now It Needs Community Votes!
We appreciate you submitting your suggestion and outlining the key improvements you'd like to see.
It's now live! It's time for the community to weigh in and show support.
We encourage you to share this widely. In addition to upvotes, other members can now leave comments to provide further details on how this change would enhance their daily use of Xero. Every vote and insight helps us prioritise!
Vicki Carlisle
shared this idea
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9 votes
Hi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
Vicki Carlisle
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6 votesVicki Carlisle
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6 votesVicki Carlisle
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454 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
An error occurred while saving the comment -
31 votesVicki Carlisle
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289 votes
Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.
While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.
Vicki Carlisle
supported this idea
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119 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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26 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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1,028 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Vicki Carlisle
supported this idea
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12 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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38 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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12 votesVicki Carlisle
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14 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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31 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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80 votes
An error occurred while saving the comment Vicki Carlisle
commented
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
commented
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. -
8 votesVicki Carlisle
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This would be a great selling point. It could be integrated with the frequently-requested ability to be able to see/record the actual emails sent to clients as that has been an issue as there is no visibility of sent emails.