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← Share and support customer ideas for Xero

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63 results found

  1. Navigation - Return to previous screen after viewing/editing a transaction

    116 votes

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    45 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.

    We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.

    We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.

    Michael Osborn supported this idea  · 

  2. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

    19 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  3. NZ Payroll - Show deductions on Payments Report

    11 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

    Michael Osborn supported this idea  · 

  4. XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included

    11 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  5. Hubdoc - Auto add new suppliers when publishing documents to Xero

    20 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  6. Practice Manager | Client - Ability to create recurring job

    13 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  7. Profit & Loss - Separate Expenses

    123 votes

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    11 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Michael Osborn supported this idea  · 

  8. Hubdoc - Allow Hubdoc to read a link in the email

    65 votes

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    6 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  9. Hubdoc - Auto-rotate documents

    63 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  10. Xero Tax (UK) - Roll forward data to subsequent years filings

    12 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  11. Xero Sign - Send copy to self

    80 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  12. Personal Tax (UK) | Add ability to track capital allowances

    25 votes

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

    Hi team, thanks for our ongoing engagement. I can confirm we've started working on this. We're building the product so that it will be usable with personal tax, partnership tax and MTD IT in the future. We'll keep you update on the progress for this, here.

    Michael Osborn supported this idea  · 

  13. Hubdoc - Improve performance when generating lines with tax

    29 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  14. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  15. Workpapers: Notify when Review is Complete

    31 votes

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    In development  ·  0 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  16. XPM - Relationships - Add Share Class Type

    70 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  17. Workpapers - Integration of bank statement request portal

    112 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

    Michael Osborn supported this idea  · 

  18. Hubdoc - Integrate with inventory & tracked items

    54 votes

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    submitted  ·  9 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Osborn supported this idea  · 

  19. Practice Manager | Staff - Report/list of charge out rates

    34 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Michael Osborn supported this idea  · 

  20. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Michael Osborn supported this idea  · 
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