Skip to content
← Share and support customer ideas for Xero

Settings and activity

20 results found

  1. AU Tax - Losses carried forward - Tax (AUS)

    126 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Snyman commented  · 

    This would be a great feature to have, in order to minimise manual input and reduce transposition errors.

    Paul Snyman supported this idea  · 

  2. Xero Tax(NZ) - Losses carried forward

    65 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  3. Xero tax (AU) - Roll forward Tax Returns

    32 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  4. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  5. User Roles: Workpapers - Ability to give 'read only' access

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  6. Workpapers - Customised by Entity type

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  7. Workpapers - Roll forward to the next years workpapers

    94 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Paul Snyman supported this idea  · 

  8. Workpapers - Ability to use Custom Excel Templates

    150 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  9. Xero Workpapers - Being able to group entities into one client folder for related entities

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  10. Workpapers - Ability to edit Internal queries

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  11. Workpapers - Integrate with the Xero trial balance

    85 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  12. Workpapers - Ability to add more users

    68 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  13. XPM - Branch / Department Feature

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  14. AU Tax - Rental Schedule Apportionment

    79 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  15. Xero Tax (AU) - Livestock Trading on Market Value

    32 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  16. AU Tax - Business and depreciation schedule

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  17. Xero HQ | Report Templates - Increase number of Director & Partner fields

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

    Paul Snyman supported this idea  · 

  18. Report Templates - Livestock trading statement

    76 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  19. Reporting - Ability to view balances while in edit layout function

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  · 

  20. Director Declaration - Auto adjust terminology (single vs multi)

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Snyman supported this idea  ·