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100 results found

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

    28 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    80 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

  3. Practice Manager - Warning message when timesheet entries overlap

    45 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    42 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    67 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Elise McKinnon supported this idea  · 

  6. Xero Tax(NZ) - Losses carried forward

    109 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you. 

    I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.

    We'll be sure to provide another update as soon as we have more information to share on our progress.🙂

    Elise McKinnon supported this idea  · 

  7. Practice Manager - Dashboard for client bank feed status

    94 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    97 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  9. Hubdoc - Publish receipt to existing Xero bill

    100 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Elise McKinnon supported this idea  · 

  10. Practice Manager - Highlight/banner for notes

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  11. Reporting - Ability to create own report code structure

    201 votes

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    19 comments  ·  For small businesses » Accounting features  ·  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  · 

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

    14 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    27 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

  16. Practice Manager - Delete multiple jobs

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

  18. AU Tax - Manually Adjust Tax Estimates

    19 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Elise McKinnon supported this idea  · 

  19. XPM - Include task start and due dates in job imports.

    4 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elise McKinnon supported this idea  · 

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

    55 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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  · 
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