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  1. AU Tax - Ability to create future tax forms for other entity types.

    318 votes

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    78 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.

    We'll keep you updated on any progress of this in the idea here. Thanks

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    Julie McDiarmid commented  · 

    Deceased estates need to be prepared in advance so TRT feature would be most helpful

    Julie McDiarmid supported this idea  · 

  2. XPM | Job Manager - Add notes column with option to add note

    44 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

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    Julie McDiarmid commented  · 

    I feel like I used to be able to print the Notes Section of the jobs in the reports - has that feature been removed? If so WHY WHY WHY

  3. New Account Summary Report - Search by Account Code

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie McDiarmid commented  · 

    We bill our clients under the Account Partner and I need to be able to quickly provide an Invoice report for each Partner. The detailed report allows for this but does not just give me the total of the invoice I have to select the line items even though they are not relevant as it is only the total of the invoice that is relevant.

    If I choose only title the invoice total is added by the number of lines in the invoice and blows out the Receivables Invoice report by literally hundreds of thousands of dollars.

    Julie McDiarmid supported this idea  · 

  4. Practice Manager | Client Reporting - 'Date Added' field

    16 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Julie McDiarmid commented  · 

    Absolutely - I have been asking for this for years
    Also added by so that we know where they came from

    Julie McDiarmid supported this idea  · 

  5. Invoices: Repeating Invoices - Bulk Import/Export

    235 votes

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    submitted  ·  95 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie McDiarmid commented  · 

    We have just merged with another firm and I now have to recreate over 650 repearing invoices :(

    Julie McDiarmid supported this idea  ·