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12 results found

  1. Reporting - Build Custom reports with no data limitation

    4 votes

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    0 comments  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Camille, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Kath Elston supported this idea  · 

  2. Report - Yet to be started GST Returns

    5 votes

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    0 comments  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi David, we appreciate your idea about GST return tracking in XPM. Being able to create a custom report to view GST returns that haven’t been done yet would be really helpful, especially for practices managing high volumes of returns.

    We’ve moved this idea to Gaining Support, so it’s now open for votes and comments. The more feedback and use cases shared here, the better our product team can understand how valuable this would be.

    We’d love to hear how others currently manage GST return tracking and whether this report would support your workflow. Thanks again for starting the conversation!

    Kath Elston supported this idea  · 

  3. Practice Manager (XPM) - Restore date and time details in Notes

    15 votes

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    1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Thanks for taking the time to share your idea and what’s most important to you.


    We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.


    Community members can also comment to share how this idea could improve their experience with Xero.

    Kath Elston supported this idea  · 

  4. XPM Job filters - Add custom fields to Job Manager

    30 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 

  5. AU Tax - Custom Cover Letter Placeholders

    31 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    An error occurred while saving the comment
    Kath Elston commented  · 

    We would like to add in the details of FTC and PAYG withholding into our cover letter too!

    Kath Elston supported this idea  · 

  6. XPM - Partner, Account Manager and Job Manager merge fields

    7 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 
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    Kath Elston commented  · 

    Please make it an option to have the sign off on the Tax Return Cover Letter as Manager rather than Tax Agent name. This helps the client know who to refer to if they have any queries.

  7. Xero Tax(AU) - Edit cover letter

    30 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 

  8. AU Tax | Cover letter - Add Title placeholder

    21 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 

  9. AU Tax - Automatically ticked cover letter checkbox

    19 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 

  10. AU Tax - Cover Letter Template to include Spousal Tax Information

    4 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 

  11. Practice Manager - Rename Partner and Manager client field

    5 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  · 

  12. Practice Manager | Client reporting - Field mapping

    15 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Kath Elston supported this idea  ·