Settings and activity
12 results found
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100 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
Renee Padberg
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4 votes
An error occurred while saving the comment Renee Padberg
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128 votesRenee Padberg
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5 votesRenee Padberg
shared this idea
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14 votes
Hi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
Renee Padberg
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203 votesRenee Padberg
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8 votes
An error occurred while saving the comment Renee Padberg
commented
This idea is great. I would love to be able to have a list of flagged transactions that you can go through. I see things but dont always have time to address it then and there but it needs to be noted for year end or when preparing the BAS.
Renee Padberg
supported this idea
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15 votes
An error occurred while saving the comment Renee Padberg
commented
This is a great idea. I had this idea yesterday when training a client on Xero and had to warn them about removing and redoing things and making sure they get the attachments before. They shouldnt have to. They should just have a pop up with the option to delete the attachment or move it to file library.
Renee Padberg
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326 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Renee Padberg
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13 votesRenee Padberg
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34 votes
Hi everyone, thanks for your feedback on having Xero generate a Superannuation guarantee charge statement. We appreciate you sharing how this could streamline late SGC reporting.
We’ve shared this idea with our Product Team who see value in developing this.
While this is not currently on our roadmap, we'll keep you posted if anything progresses.
In the meantime we’ll continue to gauge your support and feedback on this thread.
An error occurred while saving the comment Renee Padberg
commented
This is essential. A way to know when a super guarantee charge form is required and to mark it as processed would be great too. Every payment that is processed late needs the form. The system should be able to identify these late payments easily.
Renee Padberg
supported this idea
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181 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
An error occurred while saving the comment Renee Padberg
commented
I also want a report we can run to show all the late super payments and also mark off once the SGC forms have been completed.
Renee Padberg
supported this idea
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Copy data from bank feed when reconciling transactions.
Often the why description would be exactly what is in the description or reference field from the bank feed. It would be great if you could simply click a little drop down on the right of the why section and select Description or Reference or Payee or any bank feed field and it would automatically put this into the why field when reconciling.
If it could save this as a suggestion going forward it would be excellent. This way it doesnt suggest what you last pasted in there but suggests that field of the bank data as that is what you usually use as the description.
This would make bookkeeping and processing much easier for all users who find them selves copying and pasting this information regularly.