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221 results found

  1. 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

    Jacqui Trumper supported this idea  · 

  2. Xero Tax (NZ & AU) - Print multiple returns at once

    10 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  3. AU Tax - Deductions in tax returns based on ATO Benchmarks

    3 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  4. AU Tax: CGT - Allow pro-rata of private use days

    23 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  5. Workpapers - automated page breaks in notes

    25 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  6. Practice Manager - click phone number to trigger an application to make phone call

    19 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  7. Workpapers - Ability to create historic packs (6+ years old)

    6 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  8. Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all

    33 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  9. Practice Manager - Rename Partner and Manager client field

    5 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  10. Practice Manager | Invoicing - Multi tick box option for custom fields

    7 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  11. XPM - Relationships - Add Share Class Type

    68 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  12. Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables

    16 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  13. Practice Manager - Set which fields are mandatory on client profile

    11 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  14. Hubdoc - Replicate Xero HQ access in Hubdoc

    21 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  15. Practice Manager | Xero Tax (AU) - Who approved & signed a return

    4 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  16. Uncoded Statement lines - option to show reconciled transactions

    10 votes

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    6 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate familiarity to the way your clients may have worked with another system. 

    As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this? 


    @Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here. 

    Jacqui Trumper supported this idea  · 

  17. Practice manager | Clients - History (new clients and amendments)

    44 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  18. History & Notes - Track changes to Client Xero Subscription

    5 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 

  19. Reporting - Set default date columns from oldest to most recent

    30 votes

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    15 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

    Jacqui Trumper supported this idea  · 

  20. Xero HQ - Ability to bulk remove users

    25 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Jacqui Trumper supported this idea  · 
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