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12 results found

  1. Practice Manager | Client Reporting - 'Date Added' field

    18 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Andrew Goldman supported this idea  · 

  2. Reporting | Budget Manager - Customise report layout

    205 votes

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    submitted  ·  111 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Goldman commented  · 

    Budget manager as it sits now is just a projected P & L or a P & L budget, not a cashflow budget. Needs improvement.

    Andrew Goldman supported this idea  · 

  3. Reports: Show net profit or loss on Trial Balance report

    26 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Goldman supported this idea  · 

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

    291 votes

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

    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here 

    Andrew Goldman supported this idea  · 

  5. Workpapers - Ability to use Custom Excel Templates

    160 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Andrew Goldman supported this idea  · 

  6. Reporting - Seperate Expenses on Profit & Loss

    115 votes

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    10 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Andrew Goldman supported this idea  · 

  7. Workpapers - Integrate with the Xero trial balance

    87 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Andrew Goldman commented  · 

    At least MYOB AE let you add a workpaper to a trial balance account. So much easier. They didnt get much else right but this was a big tick for MYOB AE

    Andrew Goldman supported this idea  · 

  8. AU Tax - Ability to create future tax forms for other entity types.

    359 votes

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

    Hi everyone, I'm very pleased to share that we've just released the ability to lodge future year Company Tax returns(CTR) through Xero Tax in Australia!

    We know there are a few other forms that have been mentioned through this idea and will leave it open for further updates, however CTR's we're the highest ask on the list for majority of our Partners.

    We want to say a big thank you to you all who've supported this and been involved in the journey of it's development.

    Andrew Goldman supported this idea  · 

  9. Invoice Reminders - Set up for a Contact group

    34 votes

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    13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.

    Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.

    Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!

    Andrew Goldman supported this idea  · 

  10. Invoice reminder - Show the list of those contacts that have reminders turned off

    26 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.

    Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.

    As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!

    Andrew Goldman supported this idea  · 

  11. XPM / Xero Tax - Ability to type the date instead of the date picker

    27 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Andrew Goldman supported this idea  · 

  12. XPM - Change the automatic due date when creating a job

    8 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Andrew Goldman shared this idea  ·