Settings and activity
42 results found
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109 votes
Sam Gray
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An error occurred while saving the comment -
15 votesSam Gray
supported this idea
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15 votes
An error occurred while saving the comment Sam Gray
commented
@Duncan, this change was done to 'improve your experience' 😂😂😂
Sam Gray
shared this idea
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13 votes
Thanks for sharing this idea about remembering the 'Trust this device' checkbox if you previously ticked it.
We've reviewed this 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 votes and comments too!
An error occurred while saving the comment Sam Gray
commented
@Koti,
It used to work like 1 and 3 (30 days) then they changed it to work like 1 and 3 but only for 24 hours.
They won't go back to 30 days...
What I want in lieu of that is for them to keep the box ticked (if I tick the box), so that when I am forced to use MFA on logging in >24h later, I don't have to tick the box again and I won't have to use MFA again for 24h (unlike now, where I do, if I forget to tick the box when logging in on day 2)Sam Gray
shared this idea
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13 votesSam Gray
shared this idea
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8 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Sam Gray
commented
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment is usually (99.99%+ of cases) paid/recognised in 2020 FY (after 1 Jul 2019).
And it copies from the first section the dates (and amounts) of:
September 2019
December 2019
March 2020All good so far, these instalments are usually (99.99%+ of cases) paid/recognised in 2020 FY.
Then it also copies from the first section the date (and amount):
June 2020Wut. Why?
Whoever built this workpaper obviously knows June instalment is usually paid/recognised the following year (as they intelligently demonstrated including June 2019 in this very section of this very workpaper).
So why is June 2020 included when it is known that it is usually paid/recognised the following year?Our options:
1. Complete the first section wrong (exclude the June 2020 instalment, e.g. make nil), so it doesn't agree to the tax return but the Balance Sheet Income Tax Reconciliation section is correct.
2. Manually add a line to the second section on every workpaper to reverse the June 2020 instalment. Silly waste of time.Can Xero please just fix the workpaper to work correctly and be consistent?
Thank you
P.s. instalments (per ATO), not installments
Sam Gray
supported this idea
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6 votes
Hi team, as you might've heard we have a new Workpapers solution that will be rolling out to partners over the coming months. It focuses on creating a more streamlined and deeply integrated compliance workflow, taking on board many of the ideas represented in community here.
While the new solution won't show the account name just yet, there is a reference to the account number denoted to the right of the review point. You can see an example in my attached image.
We appreciate partners would still like to see the account name referenced and we have another idea that we're tracking interest in this for here, please do add your vote to that if you'd like to see this too.
We'll be staggering the rollout with Australia first off the cuff, and other regions to follow in early 2026. I'll keep you updated of it's release here. Thanks!
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An error occurred while saving the comment Sam Gray
commented
Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.
That review point shows up in the list at the bottom of the workpaper.
If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.
I have to scroll down to the bottom to reply to the review point.
When I get to the bottom (to reply), there is nothing to say which account each review point relates to.
For similar review points I have to scroll up and down trying to manually match up the review points to the account.
For the same review point, I have to guess and have no idea if I've replied to the right one or not (until I complete it and it completes the flag on the wrong account).
Xero should just make it possible to reply and see replies to review points, from the flag menu at the account itself.
Or, note the account the review point relates to, at the review point in the section at the bottom of the workpaper.
Sam Gray
shared this idea
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31 votesSam Gray
supported this idea
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17 votes
We appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
Sam Gray
supported this idea
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2 votes
An error occurred while saving the comment Sam Gray
commented
Hi Ethan M,
You didn't click the Inv Ref column :)
You clicked the Inv#/Ref column.
They are two different columns.
Your invoices don't have any value in the Inv Ref field, but most do.
Add values to the Reference field on the invoices and then try to click the Inv Ref column rather than the Inv#/Ref column.
ThanksSam Gray
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29 votesSam Gray
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1 voteSam Gray
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4 votes
An error occurred while saving the comment Sam Gray
commented
@Darlene, maybe not all... But the vast, vast majority are...
Sam Gray
shared this idea
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10 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
An error occurred while saving the comment Sam Gray
commented
Also note re your workaround: Public Holidays and Leave will all be reported under the incorrect Earnings Category to the ATO for Directors unless Xero allows a pay item with Directors Fees as the earnings category to be Ordinary Earnings Rate.
An error occurred while saving the comment Sam Gray
commented
Note: Public Holidays and Leave will all be reported under the incorrect Earnings Category to the ATO for Directors unless Xero allows a pay item with Directors Fees as the earnings category to be Ordinary Earnings Rate.
An error occurred while saving the comment Sam Gray
commented
Currently Xero forces you to select an Pay Item with the Earnings Category of Ordinary Time Earnings on the Ordinary Earnings Rate.
This was fine until STP Phase 2 came along.
In STP Phase 2, working Directors must have their remuneration reported as Director Fees as per the ATO.
Directors Ordinary Earnings Rate therefore needs to be a Pay Item with Earnings Category of Directors Fees. But Xero won't let you do that because the "Product Team" confuse OTE and Ordinary Earnings Rate which are two different concepts - very different with the new STP reporting requirements.
Let us set Directors Fees as Ordinary Earnings Rate (which it is!!) for Directors.
Sam Gray
supported this idea
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26 votes
✨ Hi everyone, thanks so much for sharing your feedback around the privacy of information when printing returns. We understand how important it is to protect sensitive client information. We have moved this Idea to Gaining Support, so you can let others know that this is something they can vote on and add comments too. This is really helpful for the Product team to see when they are looking at potential improvements. We’ll make sure to update this thread as we learn more. ✨
An error occurred while saving the comment Sam Gray
commented
@Kelly, it sounds like Vanish would like to print a tax return where it says Bank Details Recorded and DOB Recorded rather than showing them on the printed copy, similar to how it says TFN Recorded currently rather than show the TFN (which you can see when viewing the tax return in Xero Tax).
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33 votes
It’s been a little while since our last update on this idea, so we wanted to check in.
We’ve reviewed your feedback and can see it’s continuing to gain support.
While it’s not on our product team’s roadmap , we’re keeping a close eye on it and will share updates as things progress
An error occurred while saving the comment Sam Gray
commented
Jasmin and Kayleen - remember to vote if you haven't already! (It only has 2 votes, but there are three of us 🙂)
Sam Gray
supported this idea
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An error occurred while saving the comment Sam Gray
commented
Rejected Leave is not "Pending" and should not show in the Your Pending Leave Applications section. Seriously.
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5 votesSam Gray
shared this idea
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45 votesSam Gray
shared this idea
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115 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
An error occurred while saving the comment Sam Gray
commented
It is still absolutely ridiculous that in Xero you can't create a credit note from a bill or invoice that is paid.
Sam Gray
supported this idea
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6 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
An error occurred while saving the comment Sam Gray
commented
At the moment, you have to click into the Pay Run, then into an Employee (Pay Slip), to see the Total Payment (different to the Net Payment).
It is ridiculous that the Total Payment (which is the amount on the ABA file generated by the Pay Run), is only visible at this level and not at the Pay Runs level.
Xero, please add the Total Payment column to the Pay Runs screen so you don't have to click in so far to see it.Sam Gray
shared this idea
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@Dana A, ridiculous to call a workpaper Permanent when it isn't permanent 😂
That's why we don't use Xero's Permanent workpaper