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7 results found

  1. Xero Tax (UK) | Add table for share capital note

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Colman shared this idea  · 

  2. Xero Tax (UK) | Add table for operating profit note

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Colman shared this idea  · 

  3. Xero Tax (UK) | Company Accounts and Tax Return - option to have a blank date

    16 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Colman commented  · 

    This is critical. How can the accounts show an approved date potentially months before they were actually approved. It's actually illegal to backdate anything!

    Paul Colman supported this idea  · 

  4. Workpapers - Balance sheet on analytical review

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Colman shared this idea  · 

  5. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Colman supported this idea  · 

  6. Personal Tax (UK) - Tax adviser details

    14 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.

    However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.

    While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.

    I'll be sure to come back and keep you updated of any progress in this space.

    Paul Colman supported this idea  · 
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    Paul Colman commented  · 

    Seriously?! Do I have to manually add the same tax adviser's details on every new tax return client? Isn't this a simple fix for the Xero wizards?

  7. Repeating Invoice - bulk update of amounts

    232 votes

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

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Paul Colman supported this idea  ·