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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 M (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

    Mark Edwards 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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    Mark Edwards supported this idea  · 

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

    284 votes

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    106 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly M (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.

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    Mark Edwards commented  · 

    cash flow summary reports and related apps which run cash flow reports are made redundant when entries from journals appear.
    The majority of general journals are non-cash, changing the default on this to un-tick the "show journal on cash basis reports" means accountants do not need to untick a box for the majority of journals they do.
    it also means less re-work when running cash flow reports to go back and un-tick journals that were missed.