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  1. XPM - Report on Fee from Refund Field

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Narelle Richards commented  · 

    I’m writing to strongly request the immediate implementation of a report in Xero Tax that identifies clients who have the 'Deduct fee from refund' option selected under the Electronic Funds Transfer section.

    This feature is essential for our practice operations. Currently, there is no visibility or bulk reporting mechanism to identify which clients have this field enabled. This poses the following challenges:

    Risk and compliance: We are unable to audit or verify this setting across our client base, which is critical from a financial control and compliance perspective.

    Operational inefficiency: Manually checking each client file is not scalable and wastes valuable time.

    Billing integrity: It is important to ensure clients are billed appropriately, and this setting directly affects how we manage client refunds and recover our fees.

    Given the growing demand from multiple users (as seen in the below product idea thread), and the business-critical nature of this field, I urge Xero to prioritise this feature and fast-track its implementation.

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    Narelle Richards commented  · 

    Please get this report enable asap, I cannot believe there is not already an option for a Fee from Refund report.