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9 results found

  1. Xero HQ - Connect client record when receiving subscription transfer request

    23 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Amber Hawkins supported this idea  · 

  2. Xero HQ fixed assets - Lookup to ATO Effective Life

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Amber Hawkins supported this idea  · 

  3. Hubdoc - Attach multiple documents when publishing from Hubdoc

    67 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Amber Hawkins supported this idea  · 

  4. Practice Manager - Audit trail for client history

    296 votes

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    31 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

    Amber Hawkins supported this idea  · 

  5. Practice Manager - Re-ordering of tasks on a job

    23 votes

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    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

    Amber Hawkins supported this idea  · 

  6. XPM notes made in Tax Statements & Payments need indicator & roll forward option

    46 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amber Hawkins supported this idea  · 

  7. Individual Income Tax Return - Future Year Return - Tax Rate

    48 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Amber Hawkins supported this idea  · 

  8. Prepayments & Accrual Schedules

    135 votes

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    submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Amber Hawkins commented  · 

    That would be amazing. I only added it to important, because it is not an emergent necessity. But that would help out so much.

    Amber Hawkins supported this idea  · 

  9. Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note

    63 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising the idea with us here, community.

    Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)

    Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.

    In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.

    We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.

    Amber Hawkins supported this idea  ·