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79 results found
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29 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Sarah Mackie
supported this idea
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21 votes
Great to get insight into the type of Workpapers our practices need. Thanks for voting on the idea here.
Being upfront this isn't in the roadmap at present, however we're keeping a close eye on interest through this forum and will be sure to share if there are any updates for a Livestock workpaper.
Sarah Mackie
supported this idea
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55 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.
Sarah Mackie
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4 votes
Hi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
Sarah Mackie
supported this idea
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11 votesSarah Mackie
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8 votes
We appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
Sarah Mackie
supported this idea
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49 votesSarah Mackie
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37 votesSarah Mackie
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9 votes
Thanks for the feedback on this here, team. I'm connecting back with our product team on this one and will share updates with you here.
Sarah Mackie
supported this idea
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97 votesSarah Mackie
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2 votes
Hi there,
Thank you for raising this!
With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.
It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.
I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.
A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.
Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to…
Sarah Mackie
supported this idea
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26 votesSarah Mackie
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33 votes
Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
Sarah Mackie
supported this idea
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49 votesSarah Mackie
supported this idea
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An error occurred while saving the comment -
22 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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.
Sarah Mackie
supported this idea
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123 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Sarah Mackie
supported this idea
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5 votes
Hey team, thanks for sharing your idea, and letting us know that having the ability to only have the necessary fields to complete for a client (based on Business Type etc) would be beneficial.
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.
Sarah Mackie
supported this idea
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6 votes
Hi David, we appreciate your idea about GST return tracking in XPM. Being able to create a custom report to view GST returns that haven’t been done yet would be really helpful, especially for practices managing high volumes of returns.
We’ve moved this idea to Gaining Support, so it’s now open for votes and comments. The more feedback and use cases shared here, the better our product team can understand how valuable this would be.
We’d love to hear how others currently manage GST return tracking and whether this report would support your workflow. Thanks again for starting the conversation!
Sarah Mackie
supported this idea
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132 votesSarah Mackie
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70 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important STP reporting is.
The existing solution is to view the STP finalisation screen, as this information is included in the employee's STP summary.
Something to note is that leave paid out on termination has several reporting types depending on the termination reason and leave type (i.e. Type U, Lump Sum A, etc).
If you use the STP finalisation reports, you may like to view this in conjunction with the ATO’s guide: STP Phase 2 Reporting - Quick reference guide.
Creating a new report for unused leave paid out on termination isn’t currently on our product team’s road map, so we've updated this idea to Not in Pipeline. The idea remains open for votes though so we can continue to monitor interest.
Sarah Mackie
supported this idea
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Absolutely need to be able to view and search by client code. The reasons are already clearly described in the comments already here. The only point I would add is when there are several clients with the same name, there is no way to readily identify the relevant client using the standard search function. Using client codes would ensure the correct client is found much more easily and would reduce the risk of data breach/doing work on the wrong client.