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38 results found

  1. AU Tax - Retrieve Post Billpay & PRN from ATO

    4 votes

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

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

    5 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  · 

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

    23 votes

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

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

    33 votes

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

  5. Xero sign - Ability to manually send sign reminders post lodgment

    2 votes

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

  6. 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  · 

  7. 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  · 

  8. 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  · 

  9. 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. 

    An error occurred while saving the comment
    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.

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

    18 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Christopher Le supported this idea  · 

  11. Stripe - Stripe Terminal Integration

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Christopher Le supported this idea  · 

  12. 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  · 

  13. 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  · 

  14. Reporting - Customisable Contents & Cover pages in New Reports

    61 votes

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

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Christopher Le supported this idea  · 
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    Christopher Le commented  · 

    I was able to insert a customised cover page for my tax returns I generate on XPM/Green xero.
    But for Blue xero, we're stuck with blue xero's default cover page. Please allow us to insert and create a customise cover page

  15. AU Tax - Import dividend and shareholder details

    7 votes

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

  16. Bank Reconciliation - Import bank transfer

    5 votes

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

    Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?

    Christopher Le supported this idea  · 

  17. AU Payroll reports - Sort by First OR Surname

    35 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Christopher Le supported this idea  · 

  18. AU Tax - Automatically tick yes on ETF pre-fills with CGT

    6 votes

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