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190 results found

  1. AU Tax - Superannuation Lump Sum Tax Offset

    10 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Howlett commented  · 

    The estimates for Trusts are a pathetic joke.

    * You can't enter PAYG Instalments paid by the Estate, so the estimate is wrong.

    * It isn't available for Estates >3 years, so have to manually calculate anyway.

    Paul Howlett supported this idea  · 

  2. Cash coding - Apply existing rule

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate not exactly what you're asking here, Christanne - However, it may be worth reviewing the criteria of your existing rule to see if there's a small change that could be made so it's suggested for a broader range of transactions?

    Paul Howlett supported this idea  · 

  3. XPM - Client WIP view

    16 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing with us here in Product Ideas, everyone.

    We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.

    We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.

    Paul Howlett supported this idea  · 

  4. Bank Rules - Tick box allowing full original description of transaction in bank, to be allocated when reconciling.

    8 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  5. AU Tax - Return Lodgment report

    8 votes

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

  6. Bank rules - Ability to assign Billable Expense

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  7. Trial Balance - Enable "Edit Layout"

    12 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  8. Job Manager - Ability to adjust column width

    2 votes

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

  9. Invoicing - Mandatory contact details

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

  10. Xero HQ - Add multiple organization to one client record

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Paul Howlett supported this idea  · 

  11. Practice Manager - Add new WIP to an existing invoice

    17 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

  12. Individual Income Tax Return - Future Year Return - Tax Rate

    43 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Howlett supported this idea  · 

  13. Bank Reconciliation - Add calculations into split section of Cash Coding

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  14. Practice Manager - Search custom fields

    30 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

  15. New Fixed Assets - Access for AU organisations that use pooling

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  16. History & Notes - Audit trail for all transactions and user activity

    179 votes

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    submitted  ·  55 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

  17. Invoicing | Files - Ability to attach files before adding contact

    68 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

    Paul Howlett supported this idea  · 

  18. Bank reconciliation - Import spend & receive money transactions

    107 votes

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    50 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.

    For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.

    Paul Howlett supported this idea  · 

  19. XPM - Job Manager design

    3 votes

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

  20. UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled

    11 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate raising this with us.

    Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.

    Paul Howlett supported this idea  · 
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