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← Share and support customer ideas for Xero

Settings and activity

10 results found

  1. Document Packs - Archive once Completed

    17 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Helen Hardegen commented  · 

    This makes a lot of sense, so that the items can be marked Completed. Otherwise if staff leave or are on holiday, the returned items may not be dealt with.

    Helen Hardegen supported this idea  · 

  2. AU Tax - Affiliate scheme for non-BAS / tax agents

    3 votes

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

    Hi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ? 

    Helen Hardegen supported this idea  · 

  3. BAS - Make Finalise BAS the default option

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Helen Hardegen supported this idea  · 

  4. Activity Statements - Ability to generate comparatives for BAS and IAS

    6 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Helen Hardegen commented  · 

    Any chance we could get a Comparative Report for BASs in XeroTax? I think it would be very useful to be able to compare current BAS with a previous few to easily highlight amounts that are out of ordinary expectations in PAYGW, PAYGI or GST. I envisage a report similar to income tax comparison but across more periods. Thanks.

    Helen Hardegen supported this idea  · 

  5. Practice Manager - Audit trail for client history

    297 votes

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    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Helen Hardegen supported this idea  · 

  6. Practice Manager - Dashboard for client bank feed status

    94 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Helen Hardegen supported this idea  · 

  7. Practice Manager - Relationship Type

    173 votes

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    submitted  ·  44 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Helen Hardegen supported this idea  · 

  8. Reporting - Ability to create own report code structure

    201 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Helen Hardegen supported this idea  · 

  9. XPM - Create a registered office field on contact details for companies

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Helen Hardegen supported this idea  · 

  10. Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job

    19 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Helen Hardegen commented  · 

    Clients are very unhappy when a cost is charged twice as it is copied over with a job when we are unaware it is being copied. Please Xero, you need to fix this.