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36 results found

  1. Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

    15 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Lisa Heron supported this idea  · 

  2. Report Templates - Make Report Fields available to use in group headings

    10 votes

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    submitted  ·  0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Lisa Heron supported this idea  · 

  3. AU Tax - Bulk Update Staff Access Feature in Xero Tax

    19 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Lisa Heron supported this idea  · 

  4. History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager

    8 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Lisa Heron supported this idea  · 

  5. Practice Manager - Audit trail for client history

    320 votes

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    35 comments  ·  Practice tools  ·  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

    Lisa Heron supported this idea  · 

  6. XPM - Report audit trail

    45 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Lisa Heron supported this idea  · 

  7. AU Tax - Rental Schedule Apportionment

    103 votes

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    19 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we hear you on the challenges presented by the current process, and having to manually calculate this outside Xero.

    Though we don't have immediate plans in the roadmap, this is a feature we'll take into future planning, and we'll be sure to update you all here of any progress.

    For now, the best way to handle this is to continue to calculate the apportionment outside of Xero and then manually enter the figures. Thanks

    Lisa Heron supported this idea  · 

  8. AU Tax: CGT - Option to copy and transfer

    336 votes

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    55 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

    Lisa Heron supported this idea  · 

  9. Reporting - Show average Days to Pay by customer

    186 votes

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    33 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.

    To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.

    Lisa Heron supported this idea  · 

  10. E-invoice - New e-invoice notification

    46 votes

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    submitted  ·  10 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Lisa Heron supported this idea  · 

  11. Xero Tax (AU) | Calculator tool

    59 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Lisa Heron supported this idea  · 

  12. Conversion Balances - Add Tracking options

    11 votes

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    7 comments  ·  Users & setup » Conversion balance  ·  Admin →
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    Lisa Heron supported this idea  · 

  13. Report templates - Support General Purpose Financial Report (GPFR) templates

    33 votes

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    submitted  ·  10 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Lisa Heron supported this idea  · 

  14. AU Tax - New client's information are automatically filled for tax return

    114 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your thoughts on this idea.

    We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.

    Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.

    Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.

    Lisa Heron supported this idea  · 

  15. Report Pack - Add Uncoded statement lines report

    13 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Lisa Heron supported this idea  · 

  16. Reporting: Budget - Add Budgets for Balance Sheet accounts

    217 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

    Lisa Heron supported this idea  · 
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