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267 results found

  1. Practice Manager | Permissions - Staff ability to view billing client

    4 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  2. BAS - Make Finalise BAS the default option

    7 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  3. Reporting - Improve General Ledger Report performance for high transaction volumes

    6 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Paul Howlett supported this idea  · 

  4. Workpapers - Add ABN on Financial Reports.

    17 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  5. Practice Tools | Clients - Bulk email update of a client

    22 votes

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    submitted  ·  2 comments  ·  Practice tools » Clients  ·  Admin →
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    Paul Howlett supported this idea  · 

  6. Xero Tax (AU) | Calculator tool

    57 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  7. Practice Manager - Stop costs/disbursements being added to a Closed Job

    24 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  8. Practice Manager | Entities with the same name - Trusts & Superfunds

    18 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  9. Practice Manager - Link multiple Xero organisations to one XPM profile

    44 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  10. Practice Manager | Clients - Add columns

    19 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  11. Xero Tax (AU) - Add "Draft" watermark to returns

    38 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  12. Practice tools - Dashboard for client bank feed status

    96 votes

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

    Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.

    With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.

    This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.

    Paul Howlett supported this idea  · 

  13. Subscription - Keep GST Cashbook Partner Plan

    57 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  14. SB Pool Detail Report - Ability to move & delete columns

    30 votes

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    submitted  ·  7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Paul Howlett supported this idea  · 

  15. XPM - Lock timesheets when a draft final invoice has been prepared.

    47 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  16. Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)

    130 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  17. Subscription - Select from org users when transferring

    3 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett supported this idea  · 

  18. Invoice - Edit invoice without removing the payment

    55 votes

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    submitted  ·  14 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Paul Howlett supported this idea  · 

  19. Xero Tax (AU) | Include Company PAYG instalment as part of the return

    20 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Paul Howlett commented  · 

    Brand new 2024 Tax release and there is STILL nowhere to enter PAYG Instalments paid by a Trust.

    The Trust income tax estimate is therefore incorrect, and I need to manually create it in excel.

    EDIT: And the option to print an estimate (as part of the exported tax return) has disappeared... Couldn't even copy it from 2023 to 2024...

    Paul Howlett supported this idea  · 

  20. AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns

    49 votes

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

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.

    We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.

    Paul Howlett shared this idea  · 
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