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7 results found

  1. Disbursements - Allow disbursements payments to be processed against clients accounts

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Dot Elavaiygh supported this idea  · 

  2. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    102 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Dot Elavaiygh supported this idea  · 

  3. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

    64 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Dot Elavaiygh supported this idea  · 

  4. Practice Manager | Clients - Date of death field for client details

    257 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Dot Elavaiygh supported this idea  · 

  5. XPM - Edit Client Page Layout

    14 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊

    Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.

    Find more on what you'll get with the Xero Partner Hub through our website.

    Dot Elavaiygh supported this idea  · 
    Dot Elavaiygh shared this idea  · 

  6. Xero HQ | AU Payroll - STP Finalisation Status report

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Dot Elavaiygh shared this idea  · 

  7. Workpapers - Option to show Decimal Places

    26 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Dot Elavaiygh commented  · 

    Agree. If we cannot see the decimals then we'll have to keep using our own workpapers instead of Xero's.

    Dot Elavaiygh supported this idea  ·