Settings and activity
369 results found
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17 votes
Hi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
Paul Howlett
supported this idea
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4 votes
Thanks for your idea, Imelda. Appreciate how this note in the history could be useful for businesses.
This isn't something we have plans for right now, but make sure to share your idea with others that could benefit and we can get a better sense of demand here.
In terms of the second request you've made we have another idea around bulk edit of assets that you may like to join and can stay updated of any progress through.
Paul Howlett
supported this idea
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26 votes
Hi everyone, thanks so much for all your feedback and support on this idea!
We know that sometimes you need to create a new account on the go—like when you’re right in the middle of entering a spend money transaction or a journal. But at the moment, you can’t create a new COA account then and there.
The current workaround is to create the account first from the Chart of Accounts before doing your actual task. While that gets the job done, we understand it’s not the most efficient way to work, especially when you’re trying to keep momentum.
This idea is now in the Gaining Support stage. We’re keeping an eye on how much interest it’s getting, and your votes and comments help show the value this would bring to your day-to-day.
Paul Howlett
supported this idea
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10 votes
Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
Paul Howlett
supported this idea
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5 votes
Thanks for your feedback here, Amanda. Being open this isn't something we have plans for at present but will begin to track interest from your idea.
Good to hear you're aware of the current option available. If there are any plans around expanding the Account Transactions report to surface this information we'll be sure to let you know here.
Paul Howlett
supported this idea
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3 votes
Thanks for sharing your idea, Kirsten. It's good to get this understanding from customers on the different flows they would find most useful. This isn't something we have direct plans of right now, but will start to get a sense of interest in setting a default screen here. I'l be sure to let you know if there is any movement around your idea.
Paul Howlett
supported this idea
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7 votes
Hi Gabby, thanks for sharing your thoughts. It's clear that when multiple tabs are open, it can be easy to lose track of which tab is the client tax return.
Adding clearer visual cues like colour-coding or more distinct tab titles could help you move between Tax and Practice areas more confidently.
I’ve moved this to Gaining Support so we can gauge the interest from the community.
An error occurred while saving the comment Paul Howlett
supported this idea
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27 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Paul Howlett
supported this idea
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3 votes
Hi everyone, thanks for the suggestion. We get that as more tools are added to the practice header, things can start to feel a bit crowded.
Separating Help and Notifications from your main action buttons could create a cleaner layout and make it easier to focus on the tools you use most often.
I’ve moved this to Gaining Support so we can track interest and share with our product team how this could improve clarity and everyday usability in Xero Partner Hub.
Paul Howlett
supported this idea
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4 votes
Hi Lisa, thanks for raising this. It’s clear that these friction points in the timesheet entry process are leading to extra steps that slow things down.
We hear you that things like the date resetting to Monday can disrupt your efficiency.
I’ve moved this to Gaining Support so we can track interest and show our product team how improving these defaults and navigation could make time entry smoother and more efficient.
Paul Howlett
supported this idea
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69 votes
An error occurred while saving the comment Paul Howlett
commented
Since Xero insists on the dumpster fire that is the new Files system, it seems like the perfect opportunity to include a search function if you're going to insist that Every. Single. File. is included in the archive. So that we can easily find things amongst a giant list...
But alas, here Xero is again, snatching defeat from the jaws of victory...
Paul Howlett
supported this idea
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6 votes
Hi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.
We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.
This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.
Paul Howlett
supported this idea
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9 votes
It’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
Paul Howlett
supported this idea
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484 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Paul Howlett
supported this idea
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164 votes
Hi community, we appreciate your insights on this idea. We recognise that having depreciation excluded from the Cash basis P&L can limit how useful the report is for understanding overall business performance.
The distinction you’ve highlighted between a cash basis Profit and Loss report and a Statement of Cash Flows is a helpful one and gives us a better sense of why this feature matters for your reporting and compliance needs.
For now, creating manual journals is the only available option to include depreciation in cash basis reports. While not ideal, it’s a feasible approach if you need to reflect these adjustments.
We want to be upfront here that this isn't something we have roadmapped right now, and not likely to be planned soon.
This may be something we revisit in the future and will make sure to share any updates if the situation changes.
An error occurred while saving the comment Paul Howlett
commented
As an accountant, there are SO. MANY. things that Xero just gets wrong, and refuses to fix.
It seems like a perfectly serviceable program for a small business owner to run their books with, but working in an accounting practice that switched over from MYOB System Services / AE Tax a few years ago for our main ledger & tax software, there are just SO MANY things every day that irritate me to tears:
- No depreciation on the cash P&L / Bal Sheet.
- No private use depreciation
- No option to show quantities in reports
- So much double handling of figures in the Tax Return (CGT can't be shared between people, Losses required to be input in multiple places, multiple business required to just be input as one total, etc etc etc)
- Having to manually 'roll forward' a file from year-to-year
- Having to manually calculate livestock closing amounts / figures and fill in the report in the financials
- Cash Coding only having bare-bones column sorting, and no proper search (having all transactions sort by 'EFTPOS [[date]] [[store]]' isn't actually very helpful)And just a whole bunch of small things that aren't failures of accounting, but just failures of creating a polished piece of software:
- Automatically creating new lines on the 'manual journal' screen, but not on the 'bank reconciliation' screen???
- Editing transactions and taking to you to a different screen when you click 'save'...
- Not automatically placing the cursor in the text field when logging on and you need to put in your 2FA codeThere is just so much stuff here that I would call a 'bug', but Xero insists are 'features' and then you have to 'gain support' when some stuff (the 2FA code thing) should take one developer a day or two, but then other FUNDAMENTALLY BROKEN THINGS are labelled as 'not in pipeline', and it makes me want to scream.
If I had any say in it we would've gone straight back to MYOB System Services, but alas I am merely an employee that gets to be irritated by a thousand cuts every single day.
An error occurred while saving the comment Paul Howlett
commented
Once again, wasting more time and potential errors having to mess about with manual journals just to make up for the deficiencies in Xero's core accounting product.
And yet they have the audacity to force ai slop upon us when they can't even get basic depreciation correct...
An error occurred while saving the comment Paul Howlett
commented
You can tell that Xero have NO IDEA how to actually work as accountants...
A 'cash flow' report (a specific report), indeed, wouldn't include depreciation - because no money has been spent - but WOULD include asset purchases in their entirety!
On the other hand, preparing regular reports on 'cash basis' (vs on 'accruals basis') DOES include depreciation - it simply doesn't include Accounts Payable or Receivable.
Will anyone from Xero bother to comment?
Will they continue to make us report bugs and failures of their program in the 'Product Ideas' forum?
My guess, respectively, is 'no' and 'yes'...
Paul Howlett
supported this idea
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5 votes
Hi everyone, thanks for sharing this idea and outlining your use case. We understand you’re looking for an easier way to search through History & Notes when reviewing changes or investigating balance differences.
The suggestion is to add more advanced filtering options, such as date ranges or transaction types, to help narrow down specific changes without manually reviewing the full history.
For now, reports like the Bank Reconciliation Summary and Journal Report can help investigate adjustments and changes. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving History & Notes search.
Paul Howlett
supported this idea
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3 votes
Thanks for sharing this idea. We appreciate you explaining how including ABN numbers in the Aged Receivables report could streamline your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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Reporting - Add option to insert page breaks after each account when exporting General Ledger report
3 votesHi Arunadevi, thanks for sharing this idea. We understand that having cleaner report layouts can make it easier to review and export General Ledger reports.
The suggestion is to add page breaks after each account when exporting the General Ledger report, so each section is easier to review and present.
For now, you can export the report to a spreadsheet and adjust the formatting before sharing. We'll continue to track interest and engagement here.
A separate suggestion was also mentioned around exporting transactions based on edit period. To help each idea get the right visibility, please create a separate idea for that request so it can be tracked individually.
Paul Howlett
supported this idea
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54 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
Paul Howlett
supported this idea
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36 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Paul Howlett
supported this idea
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I would like them to add back the names to the tabs.
Since the update anything in XPM just shows as 'Clients' and if I have multiple tabs open I just have a big list of tabs showing 'Client' and I have no idea which one is which.