Settings and activity

5 results found

1. Workpapers - automated page breaks in notes

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Zac Bazzano supported this idea  ·  20 March, 2024

2. Practice tools | Clients - Date of death field for client details

   259 votes

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   28 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

   With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

   This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

   Zac Bazzano supported this idea  ·  20 March, 2024

3. Reporting - Ability to create own report code structure

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   202 votes

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   19 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes… more

   Zac Bazzano supported this idea  ·  07 July, 2023

4. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

   132 votes

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   7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.

   Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.

   We want to be upfront that we don't have any plans around developing this feature in the near term.

   We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.

   Zac Bazzano supported this idea  ·  07 June, 2023

5. Report Templates - Option to only show logo on cover/front page

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   9 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Zac Bazzano supported this idea  ·  06 June, 2023