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8 results found

  1. AU Tax - Custom Cover Letter Placeholders

    32 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Raj Mahajan supported this idea  · 

  2. AU Tax - Sort dividends alphabetically in the return

    18 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Raj Mahajan supported this idea  · 

  3. Hubdoc - Convert bank statement to csv file

    303 votes

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    58 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

    We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

    When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

    Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

    With that in mind, there isn’t any…

    Raj Mahajan supported this idea  · 

  4. Xero tax (AU) - Roll forward Tax Returns

    38 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we have a new Tax Manager that's currently in beta and with a small group of users. As part of Tax Manager there's 'Ready to start' which lists annual income tax returns from the most recently completed tax year, generated using your practice’s client list and data downloaded directly from the ATO.

    We'll keep everyone updated here of when this rolls out wider to all AU Tax users. Thanks

    Raj Mahajan supported this idea  · 

  5. Xero Tax (AU) | Calculator tool

    60 votes

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    13 comments  ·  Practice tools  ·  Admin →
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    Raj Mahajan supported this idea  · 

  6. AU Tax: CGT - Option to copy and transfer

    339 votes

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    55 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

    Raj Mahajan supported this idea  · 
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    Raj Mahajan commented  · 

    important

  7. AU Tax | Cover letter - Add Title placeholder

    21 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Raj Mahajan commented  · 

    Can we have this available ASAP.

    Raj Mahajan supported this idea  · 

  8. Invoice Payment- Stripe Partial payments

    240 votes

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    122 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.

    Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.

    Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.

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    Raj Mahajan commented  · 

    extremely important to allow partial payments from credit cards.

    Raj Mahajan supported this idea  ·