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9 results found

  1. Workpapers - Roll forward to the next years workpapers

    101 votes

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    7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Tarynn Barnard supported this idea  · 

  2. AU Tax - Losses carried forward - Tax (AUS)

    164 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing through the idea here, everyone. While we do roll over the losses schedules from prior year into the new year as a losses worksheet for non individual tax returns, we understand there may be more areas which we can roll this over.

    It'd be of great help and appreciation from our product team if you could share more detail of the losses you're referring to and the specific tax return you'd like to see this developed for. Thanks!

    Tarynn Barnard supported this idea  · 

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

    281 votes

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    31 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

    We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

    Tarynn Barnard supported this idea  · 

  4. Workpapers - Rearrange support documents in workpaper

    78 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tarynn Barnard supported this idea  · 

  5. XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tarynn Barnard supported this idea  · 

  6. Practice Manager | Add Non-Clients for use in a Relationship

    40 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tarynn Barnard supported this idea  · 

  7. AU Payroll - Super maximum contribution base

    78 votes

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    submitted  ·  29 comments  ·  For small businesses » Payroll  ·  Admin →
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    Tarynn Barnard supported this idea  · 

  8. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    71 votes

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    16 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.

    More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.

    Tarynn Barnard supported this idea  · 

  9. Workpapers - Inter-Entity

    38 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tarynn Barnard shared this idea  ·