Settings and activity

16 results found

1. Xero tax (AU) - Foreign Rental Schedule Capital allowance and Capital works Asset worksheets

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Flora Yin supported this idea  ·  25 March, 2024

2. Bank Reconciliation: Search for transactions across all accounts

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   210 votes

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   27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

   You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

   We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

   Flora Yin supported this idea  ·  15 February, 2024

3. Xero HQ - Transfer/copy reports between practices & organisations

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   submitted  ·  53 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Flora Yin supported this idea  ·  15 February, 2024

4. Hubdoc - Convert bank statement to csv file

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   48 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) responded

   Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

   Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

   For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

   Flora Yin supported this idea  ·  15 February, 2024

5. Bank Rules - Account Description from Statement Description

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   submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Flora Yin supported this idea  ·  15 January, 2024

6. AU Tax - Remove 0 in managed funds pre-fill from ATO

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Flora Yin supported this idea  ·  01 December, 2023

7. Xero Tax(AU ) | Business Schedule - Individual Worksheets

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Flora Yin supported this idea  ·  01 December, 2023

8. Workpapers - Integrate with the Xero trial balance

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Flora Yin supported this idea  ·  01 December, 2023

9. AU Tax: CGT - Option to copy and transfer

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   28 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

   We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

   Flora Yin supported this idea  ·  01 December, 2023

10. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Flora Yin supported this idea  ·  29 November, 2023

11. Practice Manager | Jobs - Ability to update job Tax Return is associated

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Flora Yin supported this idea  ·  29 November, 2023

12. Business Activity Statement - Add item 7A to track deferred GST

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    3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.

    We understand that the ability to easily track deferred GST is crucial to your workflows.

    Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:

    1. Enter the original purchase as BAS Excluded.
    2. Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST to 7A.
    3. Create an account in the Chart of Accounts for Deferred GST on Imports. Enable payments to this account and use it to pay the Bill you created for the Deferred GST.
    4. When you pay the BAS to the ATO enter a Spend Money transaction with a separate line for the Deferred GST to clear the liability from the Deferred GST account you created.

    To be open and upfront we don't have direct plans for making this change within Xero in the near future. We appreciate this is not the news you’d like to hear but we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on the thread. 

    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.

    We understand that the ability to easily track deferred GST is crucial to your workflows.

    Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:

    1. Enter the original purchase as BAS Excluded.
    2. Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST… more
    Flora Yin supported this idea  ·  07 August, 2023

13. AU Tax - Custom Cover Letter Placeholders

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Flora Yin supported this idea  ·  08 February, 2023

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

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    10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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.

    Flora Yin supported this idea  ·  08 February, 2023

15. AU Payroll - Set Multiple Pay Cycles for the Same Employee

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Flora Yin shared this idea  ·  27 June, 2022

16. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

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    submitted  ·  60 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Flora Yin supported this idea  ·  07 June, 2022