Skip to content
← Share and support customer ideas for Xero

Settings and activity

11 results found

  1. AU Xero Tax - Distribution to Beneficiaries with manually updated names flow

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    ✨ Hi Chloe — thanks for taking the time to share this idea.We appreciate the practical suggestion to support an alternate name approach while keeping the correct legal name on file. We have moved this Idea to Gaining Support so we can gauge customer sentiment across AU Xero Tax and connected areas.

    Please keep the conversation going and encourage colleagues to add context, this helps us prioritise the right improvements for partners and practices.

    Chloe Lewis-Lord shared this idea  · 

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

    86 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord supported this idea  · 

  3. Xero Tax (AU) | Import from Xero with substituted accounting periods

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord supported this idea  · 

  4. AU Tax - Business and depreciation schedule

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord supported this idea  · 

  5. Workpapers - Ability to add a note function to each account

    54 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord supported this idea  · 

  6. Reporting - Ability to view balances while in edit layout function

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord shared this idea  · 

  7. Workpapers - Ability to add more users

    71 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord shared this idea  · 

  8. Xero Workpapers - Being able to group entities into one client folder for related entities

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chloe Lewis-Lord supported this idea  · 

  9. Workpapers - Ability to use Custom Excel Templates

    163 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Chloe Lewis-Lord supported this idea  · 

  10. Report Templates - Ability to add any report

    299 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    44 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    Chloe Lewis-Lord supported this idea  · 

  11. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    267 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    40 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

    Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

    Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

    Chloe Lewis-Lord supported this idea  ·