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25 results found

  1. Xero Tax (AU) | Ability to Sort the NOA column

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 
    Christopher Le shared this idea  · 

  2. AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 
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    Christopher Le commented  · 

    and to add a filter setting so we can filter out the payables vs the refundables

    Also the same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/47507228-xpm-xero-tax-show-refund-payable-amount-in-clien

  3. AU Tax - Loan accounts to appear in Liabilities when imported

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le shared this idea  · 

  4. ATO Post Billpay & PRN

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le shared this idea  · 

  5. XPM/Xero Tax - Show Refund/Payable amount in client view/tax return

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le commented  · 

    Same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/46882480-au-tax-add-amount-of-tax-payable-refundable-co

    Christopher Le supported this idea  · 

  6. AU Tax - Tax Return details shown at summary level

    22 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 

  7. Xero Tax (AU) - Distribution from Managed Funds worksheet for TRT

    58 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le commented  · 

    What's taking so long to attend to this

    Christopher Le supported this idea  · 

  8. Report Templates | Copy - Client to practice, or client to client

    32 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christopher Le supported this idea  · 

  9. manually send sign reminders after return has been lodged

    2 votes

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Christopher Le shared this idea  · 

  10. AU Tax - Include '[Tax Return AU] Not Started Returns' field in Tax Return report

    6 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 

  11. Practice Manager | Report on Final Returns lodged

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christopher Le supported this idea  · 

  12. AU Tax - Bulk reminders to sign returns

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thanks for you interest in this idea. 

    Wanted to let everyone know about a change to document packs in Xero HQ 😊

    Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.

    As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.

    Christopher Le supported this idea  · 

  13. Report templates - Report fields: Customising adviser reports at a client level

    6 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this. 

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    Christopher Le commented  · 

    particularly when we need to insert the CURRENT DATE field,
    CUSTOM fields
    CURRENT FINANCIAL YEAR field
    etc

    Christopher Le supported this idea  · 
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    Christopher Le commented  · 

    I refer to CX0012274327
    For blue xero advisor reports, fields are added via templates in advisor via Xero HQ (or formerly MY XERO) REPORT TEMPLATE

    however, when we generate the advisor report in a client's blue xero, sometimes the field (like CURRENT DATE) doesn't update. The annoying thing we have to do, is delete the entire page, and re-add the page again just so the date field is there and can be used for subsequent years.

    Can you please allow users to add fields inside the blue xero advisor report? We don't want to have to manually fix the date all the time.

  14. Payment services - Square Payment Terminal integration

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Christopher Le commented  · 

    see https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46087309-payment-services-square-payment-terminal-integra
    and
    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47418152-stripe-stripe-terminal-integration

    Essentially the most time-consuming matter for me is marking invoices that were paid in-person over the eftpos terminal.

    I want a terminal integration (square, tripe, zeller, etc) where the terminal can pull invoices number from xero, and we can automatically mark said invoices as paid once a customer taps and pays on the terminal + to easily select the paid invoices during bank rec when we have to match up the pos receive money bank transactions

    these programs can already achieve this via the virtual terminal. I want the same thing for the physical terminal for in-person payments.

    Christopher Le supported this idea  · 

  15. Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Christopher Le supported this idea  · 

  16. Stripe - Stripe Terminal Integration

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Christopher Le supported this idea  · 

  17. Xero Central support - Allow Admin staff to view all xero support cases for their organisation

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Christopher Le shared this idea  · 

  18. Xero tax (AU) - Managed fund distribution for CTR, SMSFTR, TRT

    6 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le shared this idea  · 

  19. Xero Tax(AU) | Automate M2 (Medicare levy surcharge)

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 

  20. Report Settings - Option to set defaults for cover page & content page

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christopher Le shared this idea  · 
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