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92 results found

  1. Xero Tax (UK) | Ability to change order of expenses in the detailed P&L of statutory accounts.

    43 votes

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    submitted  ·  18 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  2. Xero Tax | Return - Re-arrange/Re-sort Line Items

    29 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    87 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for taking the time to outline how you’re using Xero Tax and the challenges with clients who have multiple businesses under their personal names. ✨


    At the moment, we’re not planning to introduce individual worksheets for each business that then roll up automatically to the main business schedule, so this isn’t something that’s currently in our pipeline.


    While I don’t have a timeframe or planned work to share for this specific workflow, your feedback is really valuable in helping us understand where Xero Tax isn’t supporting multi‑business clients as well as it could. We’ll keep monitoring interest in this type of functionality as we review and prioritise future improvements to Xero Tax.

    Elise McKinnon supported this idea  · 

  4. Practice Manager - Warning message when timesheet entries overlap

    47 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  5. Practice manager | Clients - History (new clients and amendments)

    44 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  6. Xero HQ | Document portal (without e-sign)

    70 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  7. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    101 votes

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    15 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.

    This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks

    Elise McKinnon supported this idea  · 

  8. Hubdoc - Publish receipt to existing Xero bill

    104 votes

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    submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Elise McKinnon supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    161 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Elise McKinnon supported this idea  · 

  10. Reporting - Ability to create own report code structure

    202 votes

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

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Elise McKinnon supported this idea  · 

  11. Xero Tax(AU) | Tax returns - Include cents in HELP repayment calculation

    15 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  12. AU Tax - Import from Xero to Label 11, 18 and other non business schedule labels

    4 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  13. XPM | Jobs - Ability to specify due date for recurring jobs

    8 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  14. XPM / Xero Tax - Ability to type the date instead of the date picker

    28 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  15. Practice Manager - Delete multiple jobs

    26 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  16. AU Tax - BAS/IAS filter to separate filings due on same date

    5 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  17. AU Tax - Manually Adjust Tax Estimates

    28 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  18. Practice Manager | Client - Copy a client (including all contacts)

    56 votes

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

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

    Elise McKinnon supported this idea  · 

  19. Xero Sign - Send copy to self

    80 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 

  20. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

    134 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.

    Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.

    We want to be upfront that we don't have any plans around developing this feature in the near term.

    We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.

    Elise McKinnon supported this idea  · 
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