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9 results found

  1. report code mapping

    18 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Sharon Julian supported this idea  · 

  2. NZ Tax - hold tax return until after P1

    2 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Sharon, thanks for sharing your thoughts on NZ Tax filing controls. It’s really helpful to hear how automatic filing prevention could support your 50/50 split workflows.

    At the moment, Xero Tax doesn’t automatically hold returns before P1, so timing still needs to be managed manually. Some practices choose to set a future Tax Return File Date in XPM, which delays filing until the date they’ve chosen, though we know this won’t suit every setup.

    We’ve moved this idea to Gaining support, and it’s now open for the wider community to join the conversation. If you’re open to it, adding a little more detail about your workflow could help others see where this makes a difference.

    For anyone else following along, we’d love to hear your experiences too. The more perspectives we gather, the better we can understand the need. Looking forward to seeing the discussion grow.

    Sharon Julian shared this idea  · 

  3. NZ Tax - Edit payment schedule on tax return

    39 votes

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    submitted  ·  2 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Sharon Julian supported this idea  · 

  4. User Access: Lock Dates - Specify User Access

    80 votes

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    12 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.

    As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.

    Sharon Julian supported this idea  · 

  5. Contact - Ability to set e-invoice as a default

    70 votes

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    submitted  ·  30 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sharon Julian supported this idea  · 

  6. E-invoice - New e-invoice notification

    44 votes

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    submitted  ·  10 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Sharon Julian supported this idea  · 

  7. Practice Manager | Client - Add Non Active to Return Type

    21 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Sharon Julian supported this idea  · 

  8. AU Tax - Exclude Client's Bank details and DOB when sending lodged return

    25 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Sharon Julian supported this idea  · 

  9. Practice Manager - Warning message when timesheet entries overlap

    47 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Sharon Julian supported this idea  ·