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5 results found

  1. Practice Manager - Audit trail for client history

    303 votes

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    34 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Jennifer Palmer supported this idea  · 

  2. AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns

    38 votes

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

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.

    We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.

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    Jennifer Palmer commented  · 

    If capital gains have been distributed in a family trust distributions, the data doesn't feed into item 18. You can't select the 'create CGT worksheets…' option like you can for managed funds. Instead you have to create new CGT worksheet & manually enter the CGT information

    Jennifer Palmer supported this idea  · 

  3. AU Tax - Rental Schedule Apportionment

    99 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jennifer Palmer supported this idea  · 

  4. AU Tax - Depreciation worksheets

    3 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks for sharing your idea with us, Jennifer!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

    Jennifer Palmer shared this idea  · 

  5. AU Tax - Depreciation Schedules unlinked

    50 votes

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    submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jennifer Palmer commented  · 

    Please prioritise this change!

    Jennifer Palmer supported this idea  ·