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  1. Xero tax (AU) - Roll forward Tax Returns

    38 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we have a new Tax Manager that's currently in beta and with a small group of users. As part of Tax Manager there's 'Ready to start' which lists annual income tax returns from the most recently completed tax year, generated using your practice’s client list and data downloaded directly from the ATO.

    We'll keep everyone updated here of when this rolls out wider to all AU Tax users. Thanks

    Dale Beck supported this idea  · 

  2. Practice Manager | Client Report - Include primary contact

    95 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Dale Beck commented  · 

    Echo Rhyl's comments below

    Dale Beck supported this idea  · 

  3. Reporting - File Attachment Report

    299 votes

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    92 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

    Dale Beck supported this idea  · 

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

    284 votes

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    105 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Dale Beck supported this idea  ·