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

    340 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

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    Linda Indrisie commented  · 

    This would save a lot of time.

    Linda Indrisie supported this idea  · 

  2. 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…

    Linda Indrisie supported this idea  · 

  3. Workpapers for Individual Tax Returns

    53 votes

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    16 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.

    Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.

    I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.

    Linda Indrisie shared this idea  · 

  4. Workpapers - Integrate with the Xero trial balance

    97 votes

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    In development  ·  8 comments  ·  Practice tools  ·  Admin →
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    Linda Indrisie commented  · 

    Yes. This is how accountants do their paper workpapers. Supporting documents behind each ledger account.